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Lori P

Series 66

Las Vegas, NV

Ameriprise

Lori Palmer is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advising, she is involved in real estate ownership and management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing comprehensive written recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with personalized advice, supported by a centralized consulting team and algorithmic tools, to deliver tailored retirement planning solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew A

Series 66

Henderson, NV

Ameriprise

Matthew Allred is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a business ownership entity that facilitates administration of a franchise business. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes tailored recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement income recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ariel Renee P

Series 66

Henderson, NV

Charles Schwab

Ariel Renee Perez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she held roles at Electric Shuffle LLC and Memorialpics LLC. Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Anita R

Series 66

Las Vegas, NV

Edward Jones

Anita Reubens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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Sherryll S

Series 66

Las Vegas, NV

Merrill

Sherryll Silverio is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. She has been associated with Bank of America and Merrill since 2010. Outside of her advisory role, she is the sole owner of a rental property business. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jacob E

Series 66

Henderson, NV

Ameriprise

Jacob Ewell is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Ameriprise, he worked at Gartner, Inc. and has experience in various roles including at Frozen Dessert Supplies and Vivint Smart Homes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Quinn B

Series 66

Henderson, NV

Fidelity

Quinn Bozzano is a financial advisor with Fidelity Investments, holding the Series 66 designation and four years of industry experience. Prior to joining Fidelity, Bozzano worked briefly at Ameriprise and has also been employed in roles outside the financial sector. Outside of advising, Bozzano serves as a floor judge at Peoples Card Shop, a hobby shop specializing in trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Mikaela J

Series 66

Las Vegas, NV

Equitable Advisors

Mikaela Jolley is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, she worked at Pandora and Hobby Lobby. Outside of her financial advisory role, she operates The Mika Market, a handmade chandelier business that also involves social media marketing. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers these services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Nicholas S

CFP®, Series 63, Series 65

Henderson, NV

OSAIC

Nicholas Skrabo is a financial advisor at OSAIC with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes 15 years at Securities America Advisors, Inc. and Securities America, Inc. In addition to his advisory role, he occasionally sells life insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering a wide range of investment solutions and utilizing proprietary asset-allocation tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian W

Series 63, Series 65

Henderson, NV

LPL Financial

Brian Woods is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years with VOYA Financial Advisors. Woods also operates Brian Woods Financial Services, an investment-related business established in 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 solutions, including 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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Sean D

ChFC®, Series 66

Las Vegas, NV

LPL Financial

Sean Dobranich is a financial advisor with LPL Financial based in Las Vegas, NV, holding the ChFC® and Series 66 designations and possessing 26 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including The Dobranich Group LLC and Waddell & Reed, Inc. He has been involved in business activities outside of advising, including a non-investment-related entity, The Dobranich Group LLC. 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 a range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

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

Series 66

Henderson, NV

Merrill

Michael Rishmawy Maldanado is a Senior Financial Advisor with Merrill Lynch Wealth Management serving the greater Las Vegas area. He focuses on building enduring client relationships by delivering personalized wealth management strategies tailored to clients' financial goals. Michael’s approach begins with an in-depth discovery process to identify and clearly articulate overall financial objectives, followed by developing and executing customized blueprints that address those objectives. His expertise includes retirement income strategies, tax minimization, inter-generational wealth transfer, and wealth preservation. Michael works with clients across areas such as corporate executive services, family wealth management, institutional investment consulting, legacy planning, and portfolio management. Utilizing resources from Merrill Lynch and Bank of America, he provides comprehensive financial solutions encompassing investments, credit, lending, banking, and insurance. Michael holds a Bachelor’s Degree from the Purdue University System and holds professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He is bilingual in English and Spanish. Outside of work, Michael volunteers in his community and enjoys cooking, hiking, music, reading, scuba diving, swimming, traveling, watching movies, and spending time with his family.

Retirement income strategy Tax-loss harvesting Multi-generational wealth transfer Wealth management Executive
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Brian B

Series 63, Series 65

Henderson, NV

Wells Fargo Advisors

Brian Borst is a financial advisor with Wells Fargo Advisors based in Henderson, NV, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. His career has been largely with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he is involved in owning and operating a collectibles business and holds a minority ownership interest in a day spa and massage business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Samuel S

Series 66

Las Vegas, NV

LPL Financial

Samuel Sturt is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. He previously worked at Transamerica Financial Advisors and Silver State Wealth Management. Outside of advising, he is involved with INHERITGUARD, LLC, providing education and support on estate planning issues. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

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

Series 65, Series 63

Henderson, NV

Fidelity

Saleh Elhendi is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Ameriprise and involvement with several small businesses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Christopher W

Series 66

Las Vegas, NV

Wells Fargo Clearing

Christopher Wright is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Kyle P

CFP®, Series 66

Henderson, NV

Cambridge Investment Research Advisors

Kyle Price is a CFP® and holds a Series 66 designation with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2023, and previously worked at Capstone Capital Group, Inc., Equitable Advisors, and Axa Advisors, LLC. Price is also involved with Kore Wealth Management in Henderson, NV. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph G

Series 63, Series 65

Las Vegas, NV

J.P. Morgan Securities

Joseph Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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Shelby T

Series 66

Las Vegas, NV

Ameriprise

Shelby Telford is a financial advisor at Ameriprise with three years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2023, Shelby worked in various roles including positions at Boyd Gaming and the University of Nevada Child & Family Research Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Renee L

Series 66

Henderson, NV

Ameriprise

Renee Langlois is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she volunteers with MAP, an academic organization that supports professors and graduate Liberal Arts students by awarding scholarships and grants. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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