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Sheila D

Series 63, Series 65

Henderson, NV

Hightower Advisors

Sheila Delutri is a financial advisor at Hightower Advisors with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Shanna K

Series 66

Las Vegas, NV

CWM, LLC

Shanna Kehoe is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. She has worked at several firms, including Cetera Advisor Networks, Lakeside Wealth Management Group, and New England Securities. Kehoe is a member of the Women’s Executive Council and the Las Vegas Metro Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios supported by various analysis methods, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory S

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Gregory Sheets is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His career includes roles at several firms such as WealthWave and Champion Health, Inc., where he has been involved in marketing and health insurance programs. Sheets is also engaged in hospitality consulting in Las Vegas. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio investment approach supported by third-party managers and offers multiple advisory programs alongside affiliated retirement plan services.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Shane H

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Shane Hipps is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. He is also the president and owner of Lantern Consulting Inc., a leadership and executive coaching firm, and an author of multiple books on leadership, culture, and faith. His career includes roles in management consulting and business ownership in various entities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services, offering multiple program platforms such as Transamerica ONE and TFA365.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Thomas L

Series 63, Series 65

Las Vegas, NV

Commonwealth Financial Network

Thomas Lintemuth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 registrations and 42 years of industry experience. He has been with Commonwealth since 2017 and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he is involved as a partner in a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Freddy L

Series 63, Series 65

Las Vegas, NV

Guardian Life

Freddy Lopez is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of his advisory work, he serves as Treasurer on the Las Vegas Pride Board of Directors and is President of the Consolidated Association of Prides, Inc. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary management options, including model portfolios and a hybrid digital advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason B

Series 66

Las Vegas, NV

Empower Advisory Group

Jason Brummett is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at GWFS Equities, Inc. since 2022, and at Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage and IRA account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jonathan M

Series 63, Series 66

Las Vegas, NV

Guardian Life

Jonathan Markos is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 registrations and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MML Investors Services LLC, with more recent positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Joseph M

Series 66

Las Vegas, NV

Guardian Life

Joseph Miller is a financial advisor with Guardian Life in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mad Minute LLC, and the Hakkasan Group. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and various investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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June L

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

June Liao is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and was employed at Nu Skin from 2023 to 2025. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, delivering solutions through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Anita P

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Anita Petty is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. She has a diverse work background including roles with InheritGuard, LLC and several investment-related entities where she manages various business operations. Outside of her advisory work, she operates as a resilience coach through Leading Edge Ventures, offering online courses and coaching related to personal resiliency. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Daniel M

Series 65, Series 63

Las Vegas, NV

Independent Financial Group, LLC

Daniel Mann is a financial advisor with Independent Financial Group, LLC in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior experience includes roles at Kalos Capital, Kalos Management, Cornerstone Wealth Management, and The Somerset Group, Inc. He also serves as an insurance agent outside of his work at Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a model-driven approach combining strategic asset allocation with multi-manager portfolios across a range of risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Chad C

Series 63, Series 65

Las Vegas, NV

Bankers Life Advisory Services, Inc.

Chad Clem is a financial advisor at Bankers Life Advisory Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within the Bankers Life organization since 2010, including his current advisory position since 2019. Clem is also a branch sales manager at Bankers Life & Casualty, where he manages a team of agents focusing on insurance products such as Medicare, life insurance, and annuities. Additionally, he owns C Square Advisors, LLC, a personal business entity for managing income tax filings. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Katie S

Series 63, Series 65

Las Vegas, NV

Guardian Life

Katie Strunk is a financial advisor at Guardian Life with Series 63 and Series 65 registrations and two years of industry experience. She previously worked at First Command Advisory Services and affiliated firms before joining Guardian Life and its subsidiary Park Avenue Securities. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary management using both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Lloyd C

Series 65, Series 63

Las Vegas, NV

Transamerica Financial Advisors

Lloyd Coleman is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held various roles within Transamerica Financial Advisors and its affiliates since 2017 and is also associated with WealthWave and Art of Insurance. Outside of his advisory work, he has involvement with insurance sales through affiliated companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Brett M

CFA®, Series 66

Las Vegas, NV

Sequoia Financial Group, L.L.C.

Brett Myer is a CFA® charterholder with 17 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Eide Bailly Advisors, LLC, Eide Bailly Financial Services, and The Investment Counsel Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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James P

CFP®, CFA®, Series 66

Las Vegas, NV

TIAA-CREF

James Peters is a CFP® and CFA® with 14 years of industry experience. He has been with TIAA and TIAA-CREF since 2016, currently serving at TIAA-CREF in Las Vegas, NV. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes advisory services for a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Jeremy Shih Chieh C

Series 66

Las Vegas, NV

J.P. Morgan Securities

Jeremy Shih Chieh Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Duke University and Health System. Outside of finance, he owns Oyako PC, a business focused on custom PC building and PC components refurbishment and resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized manager‑solutions team and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Artem R

Series 66

Henderson, NV

Fidelity

Artem Rusakov is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he advocates for clients to ensure that financial plans are tailored to meet the unique needs of their families. Artem collaborates with clients to build financial plans, identify improvement strategies, and develop approaches for additional financial goals. Artem's experience spans various positions within Fidelity Investments, including roles as Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he held banking positions at Keybank and Wells Fargo. He holds insurance licenses for Arkansas and California. Outside of his professional career, Artem's personal interests include comedy, movies, and skiing.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Aaron T

CFP®, Series 63, Series 65

Las Vegas, NV

Raymond James Financial

Aaron Tellez is a CFP® professional with 25 years of experience, currently affiliated with Raymond James Financial in Las Vegas, NV. He has been associated with various Raymond James entities since 2014 and has operated Tellez Wealth Management since 2017. In addition to financial advising, he works with an insurance brokerage firm to assist clients in selecting suitable insurance policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, enhancing its public finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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