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Megan S

Series 66

Las Vegas, NV

Guardian Life

Megan Sheridan is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. She has previously worked with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of her advisory role, she serves as treasurer for Pro Business Connection and is a founding member, community director, and treasurer of She Sparks; she also works as a bartender at Rhodes Ranch Golf Course. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

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

Series 65, Series 63

Las Vegas, NV

Eagle Strategies (NY Life)

Ethan Dong is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at J.P. Morgan Securities LLC and JPM Chase Bank NA for four years and has experience in the luxury retail sector with Gucci North America Inc. and Richemont North America. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Hernando O

Series 63, Series 66

Las Vegas, NV

Eagle Strategies (NY Life)

Hernando Ospina is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Senor Gatsby and New York Life affiliate firms since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and manages a substantial portion of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Eugene L

Series 63, Series 66

Las Vegas, NV

Eagle Strategies (NY Life)

Eugene Lutz is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Eagle Strategies since 2018 and has worked with New York Life Insurance Co. and Nylife Securities since 2003. Additionally, he serves on the Board of Visitors of the United States Merchant Marine Academy, a position to which he was appointed by the President. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and pension plans. The firm emphasizes tailored recommendations through a variety of program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brian K

Series 65

Las Vegas, NV

CWM, LLC

Brian Kubis is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth, Diamond Wealth Management, and H&H Retirement Design and Management during his career. 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 provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

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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Zachary R

Series 66

Las Vegas, NV

Eagle Strategies (NY Life)

Zachary Rigdon is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a Series 66 designation and has 21 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2005. He has been with Eagle Strategies since 2011. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and corporate entities, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and emphasizes tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joshua B

Series 63, Series 66

Henderson, NV

Citigroup Global Markets

Joshua Brown is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup, he worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan in various capacities over a 15-year span. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Travis S

Series 66

Las Vegas, NV

Guardian Life

Travis Scribner is a financial advisor with Primerica Advisors based in Las Vegas, NV, holding a Series 66 designation and with 12 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Scribner is an author and speaker, having published a book titled *Financial Malpractice*, and serves on the board of directors for the nonprofit Just One Project. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.

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

Series 65, Series 63

Las Vegas, NV

Empower Advisory Group

Brian Hand is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 65 and Series 63 designations. His career includes roles at GWFS Equities, Seeman Holtz, Dennis W Wilson Insurance Agency Inc, and Ameritas Investment Corp. Outside of finance, he is a stakeholder in Tosi Health, a health and wellness company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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

Series 66

Las Vegas, NV

Guardian Life

Jamal Azzam is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Mass Mutual Investors Services, and First Command Insurance Services. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs and supports a range of account-level services including lending solutions and donor-advised fund options.

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

Series 63, Series 65, Series 66

Las Vegas, NV

Empower Advisory Group

Janet Corral is a financial advisor with Empower Advisory Group in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. Her career includes roles at Empower Financial Services and multiple Hartford entities dating back to 2003. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services linked closely to Empower’s recordkeeping and administrative platforms.

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

Series 66

Las Vegas, NV

Citigroup Global Markets

Garrett Berry is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, following roles at Wells Fargo Clearing and Bank of America. Outside of his advisory work, he is involved in managing several rental properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Tyler V

Series 66

Las Vegas, NV

CWM, LLC

Tyler Vogele is a financial advisor with CWM, LLC, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Carson Wealth, True North Financial, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

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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Edward L

Series 66

North Las Vegas, NV

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Edward Laskin is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and over 25 years of industry experience. He has worked with United Planners since 2010 and currently serves as Vice President of the Club Aliante HOA Board in North Las Vegas, NV. His prior experience includes roles at AMS Retirement Solutions and Executive Insurance & Financial Services. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent advisors. The firm employs a variety of custodians and third-party money managers to offer both advisory and brokerage services, with a majority of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Judith I

Series 63

Henderson, NV

Planmember Securities Corporation

Judith Ienatsch is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 37 years of industry experience. Her prior experience includes roles at Lincoln Investment and Legend Equities Corporation, in addition to operating as a self-employed investment professional since 1988. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering education and support through personalized planning, seminars, and a service center. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Gregory K

Series 63, Series 65

Las Vegas, NV

Centaurus Financial, Inc.

Gregory Kinkead is a financial advisor at Centaurus Financial, Inc. in Las Vegas, NV, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Kinkead is the founder and CEO of Kinkead Wealth Management and Annuities Made Simple, both focused on investment services and financial education through marketing campaigns and client workshops. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized services including the management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Robert E

Series 63, Series 65

Henderson, NV

Hightower Advisors

Robert Evans is a financial advisor with Hightower Advisors in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he is a half-owner and manager of a self-service carwash business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and financial planning services.

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

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Neeley John is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Transamerica Financial Advisors since 2021. Outside of his advisory role, he is involved in estate planning services through LegacyShield Solutions, Inc. and assists clients with college loan management by referring them to Student Optimum Services. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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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 at CWM, LLC with 22 years of industry experience. She holds a Series 66 credential and has previously worked at Cetera Advisor Networks, Lakeside Wealth Management Group, FIRST Allied Securities, WCG Wealth Advisors, and LPL Financial. Outside of her advisory work, she participates in local professional groups including 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. The firm manages accounts primarily on a discretionary basis with an investment approach that combines model portfolios, fundamental and technical analysis, third-party sub-advisors, and customization tools, and places notable emphasis on retirement plan and institutional services.

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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