Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,677 advisors near
89121
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Chelsea P
Series 66
Boulder City, NV
Independent Financial Group, LLC
Chelsea Petrizzo is an investment advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has five years of industry experience and has previously worked at CUSO Financial Services, LP and CUNA Brokerage Services, Inc., among other roles. In addition to her advisory work, she is involved with Boulder Dam Credit Union and the Clark County School District. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes both firm- and third-party models for portfolio management, combining strategic asset allocation with ongoing due diligence across a mix of passive and active investment exposures.
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.
Daniel M
Series 63, Series 65
Las Vegas, NV
Independent Financial Group, LLC
Daniel Mann is a financial advisor with Independent Financial Group, LLC in Las Vegas, NV, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Kalos Capital, Kalos Management, Cornerstone Wealth Management, and The Somerset Group, Inc. Outside of his advisory work, he serves as an officer/director of a tax preparation company and holds roles related to marketing and insurance activities. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment approaches to build tailored client strategies across various risk profiles.
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.
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.
Lloyd C
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Lloyd Coleman is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including WealthWave and Art of Insurance. Coleman is also involved in family business entities related to real estate, although these are currently inactive. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, employing proprietary and third-party investment models with both discretionary and non-discretionary options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
1,677 advisors near
89121
within the area shown on the map
Out of 400,000+ nationwide