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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 has worked at LPL Financial since 2012 and at Sequoia Wealth Advisors & Investment Management, Inc. since 2016. Kuprin is also involved with Metatron Holdings, LLC, an investment-related business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and supports diversified strategies with resources from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Bruce W

Series 63, Series 65

Gardnerville, NV

LPL Financial

Bruce Woods is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with LPL Financial since 2009. Woods has business interests including Dubois Enterprises, Inc. and Woods Financial & Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

College savings (529s, UTMA, etc.)
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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 financial advisor at LPL Financial with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Stifel, Wells Fargo Clearing, Edward Jones, and State Farm. Outside of his advisory work, he is employed part-time at Casino Fandango in Carson City, NV. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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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 Wealth management Retired Founder/Business Owner Executive
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Sarah E

Series 63, Series 66

Minden, NV

Edward Jones

Sarah Eldridge is a financial advisor with Edward Jones in Minden, NV, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her work history includes roles at Edward Jones since 2021 and prior experience with Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

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®-designated financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2012. He is based in Gardnerville, NV and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Producers Choice Network as a life insurance agent specializing in fixed and fixed index insurance solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research and technology-driven tools.

College savings (529s, UTMA, etc.)
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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 in Minden, Nevada, holding a Series 66 designation and with 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he serves as a trustee in a trust based in Aptos, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Kristina K

Series 66

Minden, NV

LPL Financial

Kristina Kuprina is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and having 20 years of industry experience. She has worked with LPL Financial since 2007 and has been affiliated with Sequoia Wealth Advisors & Investment Management, Inc. since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by a broad platform of model portfolios, research, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Virginia M

Series 66

Minden, NV

LPL Financial

Virginia Merkouris is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Jackson and Whitaker Inc, Jeffrey Whitaker, and Waddell & Reed, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Christopher W

Series 66

Carson City, NV

Merrill

Christopher White is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill Lynch in 2008. Christopher is a partner in the RGRWT & Associates team and holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. He earned his Bachelor's Degree from SUNY College at Brockport. Christopher's expertise includes divorce transition planning, family wealth management strategies, legacy planning, retirement income, portfolio management, and small business strategies. He focuses on providing personalized and integrated financial strategies to high net worth individuals and their families, helping clients build, preserve, and transfer wealth in line with their personal values and objectives. In addition to his professional activities, Christopher has served in leadership roles on boards for organizations such as the YMCA, United Memorial Medical Center, United Way, and Leadership Genesee. He lives in Batavia, New York with his wife Gina and their two grown daughters.

Wealth management Family Business Retirement income strategy General retirement planning Charitable giving & philanthropy
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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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