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Michelle K

Series 63, Series 66

Carson City, NV

J.P. Morgan Securities

Michelle Ketten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Merrill and Bank of America from 2012 to 2019. Outside of her advisory role, she serves as trustee and vice-chair of the Western Nevada College Foundation board. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Michael M

ChFC®, Series 66

Gardnerville, NV

Edward Jones

Michael Miller is a ChFC® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2019 and previously worked at U.S. Bancorp Investments, Inc. for seven years. Michael is based in Gardnerville, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Igor K

Series 66

Minden, NV

LPL Financial

Igor Kuprin is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and 14 years of industry experience. He previously worked for Sequoia Wealth Advisors & Investment Management, Inc. from 2016 to 2022. 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 financial planning and investment management services, including model portfolios and third‑party asset management, supported by technology such as machine learning for operational and research purposes.

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

Series 63, Series 65

Gardnerville, NV

LPL Financial

Bruce Woods is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Associated Planners Investment Advisory Inc., Associated Securities Corp., FSC Securities Corporation, and Strategic Wealth Advisors Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers 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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Vincent K

Series 66

Carson City, NV

Merrill

Vincent Kvarna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and The Cheesecake Factory, as well as involvement with the Basque Cultural Center and its restaurant. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
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Samuel L

Series 66

Minden, NV

LPL Financial

Samuel Long is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with LPL Financial in Minden, NV. His prior roles include positions at Stifel, Wells Fargo Clearing, Edward Jones, and State Farm. Outside of his advisory work, he is employed at Casino Fandango in Carson City, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

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

ChFC®, Series 66

Gardnerville, NV

Edward Jones

Michael Nolting is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Legacy Supply Chain Services, TekSystems, Murry Ranch LLC, and the University of Nevada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Scott J

Series 63, Series 65

Zephyr Cove, NV

Raymond James Financial

Scott Jenner is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including Legacy Wealth Management and Gateway Services Group. Outside of his primary role, he provides wealth management services to a small family account base as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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

Series 66

Carson City, NV

J.P. Morgan Securities

Juan Vargas is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2023, with prior experience at JPMorgan Chase Bank, N.A., and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Graham R

Series 63, Series 65

Minden, NV

Raymond James & Associates

Graham Rogney is a financial advisor with Raymond James & Associates in Minden, NV, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Katharine S

Series 66

Carson City, NV

Edward Jones

Katharine Shipley is a financial advisor at Edward Jones in Carson City, NV, holding a Series 66 designation. She has one year of industry experience, with prior roles at American Income Life Insurance, Academy Travel, and a long tenure at Douglas County School District. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals Women's Finance Newlywed/Engaged
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Sarah E

Series 63, Series 66

Minden, NV

Edward Jones

Sarah Eldridge is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2021, she worked at Wells Fargo Bank, N.A. for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael H

ChFC®, Series 63, Series 65, Series 66

Carson City, NV

Edward Jones

Michael Haakinson is a financial advisor with Edward Jones in Carson City, NV, holding Series 63, 65, and 66 designations and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. and Breakthru Beverage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Military & Veterans Newlywed/Engaged
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Steven L

CFP®, Series 63, Series 66

Gardnerville, NV

LPL Financial

Steven Lakso is a CFP® professional with 24 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones from 2007 to 2011. Lakso is also a licensed life insurance agent representing fixed and fixed index insurance solutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Zephyr Cove, NV

UBS Financial Services

Robert Stoker is a financial advisor at UBS Financial Services with 27 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for 19 years before joining UBS in 2020. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Richard K

Series 66

Minden, NV

Morgan Stanley

Richard Kapchuk is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association, and previously spent 11 years at Ameriprise. Kapchuk also serves as a trustee for an investment-related trust based in Aptos, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage offerings across retail and institutional sectors.

General estate planning guidance
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Kristina K

Series 66

Minden, NV

LPL Financial

Kristina Kuprina is a Series 66 licensed financial advisor with LPL Financial in Minden, NV, and has 20 years of industry experience. She worked at Morgan Stanley from 2006 to 2007 and spent six years with Sequoia Wealth Advisors & Investment Management, Inc. Kuprina is also involved with Metatron Holdings LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and participant-level retirement advice, utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

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

Series 66

Minden, NV

LPL Financial

Virginia Merkouris is a financial advisor with LPL Financial and holds a Series 66 designation. She has 18 years of industry experience, having previously worked at firms including Jackson and Whitaker Inc, Jeffrey Whitaker, Waddell & Reed, Inc, and Edward Jones. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and strategies across discretionary and non-discretionary accounts.

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

CFP®, Series 63, Series 66

Minden, NV

Edward Jones

Ron Bankofier is a CFP® professional with Edward Jones, where he has worked since 1997, totaling 28 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Minden, NV. Outside of his financial advisory role, he teaches golf professionally and serves on the board of Genoa Lakes Men's Golf Club. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kendra W

ChFC®, Series 66

Carson City, NV

Edward Jones

Kendra Wilson is a financial advisor at Edward Jones in Carson City, NV, with 11 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2014. 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 and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management Retired Founder/Business Owner Executive
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