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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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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 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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