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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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Kimberly H

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Kimberly Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She serves on the finance committee of the Child Parent Institute in Santa Rosa, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Anthony F

Series 63, Series 66

Henderson, NV

Charles Schwab

Anthony Forsythe is a financial advisor with Charles Schwab in Henderson, NV, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to Schwab, he worked at TD Ameritrade Investment Management and Scottrade, Inc. His career spans various roles within these firms since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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William P

Series 63, Series 65

Las Vegas, NV

Merrill

William Pickering is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Tahirih T

Series 66

Las Vegas, NV

Raymond James Financial

Tahirih Toll is a financial advisor with Raymond James Financial Services Advisors, Inc. in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She is also an owner of a personal LLC with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs fact-finding and risk profiling tools to tailor non-discretionary planning and investment consulting, supporting clients through various advisory programs and institutional consulting services.

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

Series 63, Series 66

Las Vegas, NV

Merrill

Rodolfo Acosta Jr. is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. His career also includes a position at Premier Trust, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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James H

CFP®, ChFC®, Series 63, Series 65

Las Vegas, NV

Cetera

James Hatcher is a financial advisor at Cetera with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera and its affiliates since 2013. Outside of advising, he is the founder and president of the Partners in Ministry Expressing Compassion Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William S

Series 66

Las Vegas, NV

Raymond James Financial

William Scarlett is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience, including a lengthy tenure at Equitable Advisors, LLC. He is also involved as a partner in RWS Ventures, LLC, an investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced risk profiling and modeling tools to support client decision-making.

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

Series 66

Henderson, NV

Fidelity

Stephanie Baker is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at North Davis Cabinet for 13 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

Charitable giving & philanthropy Active portfolio management
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Todd H

Series 63, Series 66

Henderson, NV

Edward Jones

Todd Hauge is a financial advisor with Edward Jones in Henderson, NV, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Matthew T

Series 66

Henderson, NV

Merrill

Matthew Terada is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Nevada State Bank, and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Tax-loss harvesting Active portfolio management Wealth management
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Paul G

Series 63, Series 66

Las Vegas, NV

Charles Schwab

Paul Guistolise is a financial advisor with Charles Schwab in Las Vegas, NV, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Nigelenn H

Series 63, Series 66

Las Vegs, NV

LPL Financial

Niggelen Holman is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, J.P. Morgan Securities, and Chase Investment Services Corp. He is also involved with Silver State Wealth Management as a business activity connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew H

Series 66

Henderson, NV

LPL Financial

Andrew Hefner is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. He has worked with Miller and Associates Financial Solutions since 2022 and has been employed by the Las Vegas Metropolitan Police Department since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sinjin T

Series 65, Series 63

Las Vegas, NV

Thrivent Investment Management

Sinjin Torres is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 65 and Series 63 licenses. Outside of finance, he is the CEO and manager of Fine Society, a luxury streetwear brand. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
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Kenneth H

Series 63, Series 65

Las Vegas, NV

LPL Financial

Kenneth Heck is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2013 and previously at Merrill from 2009 to 2013. Outside of his advisory role, he is co-owner of a family restaurant business, Chinglish Restaurant Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Evan N

Series 66

Las Vegas, NV

LPL Financial

Evan Newton is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and CUSO Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives and offers a range of financial planning, portfolio management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jimani D

Series 66

Las Vegas, NV

Ameriprise

Jimani Duncan is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, his work history includes roles at Amazon, Target, and various educational institutions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing comprehensive written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with substantial assets managed within Ameriprise.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Paul B

Series 63, Series 65

Henderson, NV

Merrill

Paul Biafore is the Senior Resident Director at Merrill, where he provides personalized wealth management strategies tailored to clients' individual goals and aspirations. He works closely with clients to develop flexible financial plans that adapt to changing market conditions, offering access to Merrill's investment insights and Bank of America's banking and lending solutions. His client focus areas include college education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. With a background that includes senior roles in the gaming industry and experience as a college basketball manager, Paul serves a diverse client base that includes C-suite executives, professional and college basketball coaches, retirees, and non-profit organizations. He collaborates with clients' CPAs, estate and tax attorneys to provide comprehensive strategies that address managing risk, creating legacies, and helping clients pursue long-term financial goals. As a qualified Portfolio Manager, he builds and manages customized investment strategies, which may include individual securities, Merrill model portfolios, and third-party strategies, sometimes managing portfolios on a discretionary basis. Paul earned a bachelor's degree in Business Management from the University of Nevada-Las Vegas, where he served as Senior Student Manager for the men's basketball team that won the 1990 NCAA Championship. He was honored as the 2011 Lee Business School Alumnus of the Year at UNLV. Additionally, Paul holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He supports community organizations such as the National Youth Sports Organization and the UNLV College of Business. Outside of work, his interests include basketball, golfing, music, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Executive Approaching retirement Retired Mid-Career Professionals
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