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Nicole C

Series 63, Series 65

Las Vegas, NV

Wells Fargo Advisors

Nicole Cooper is a financial advisor at Wells Fargo Advisors in Las Vegas, NV, with 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for six years and Wells Fargo Clearing for six years before joining Wells Fargo Advisors. She holds Series 63 and Series 65 registrations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, utilizing Wells Fargo research and tools to develop tailored recommendations.

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

Series 66

Las Vegas, NV

Ameriprise

Suzanne Anderson is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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

Series 63, Series 65

Las Vegas, NV

LPL Financial

Michael Bajorek is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Heartland Institute of Financial Education, Nationwide Financial, Transamerica Financial Advisors, and World Financial Group. Bajorek is also involved with Southern Nevada Property Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing model portfolios and customized strategies supported by advisor-facing technology.

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

Series 66

Las Vegas, NV

J.P. Morgan Securities

Jason Kelley is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Capital Choice Investment Advisers and Ccf Investments, Inc. Outside of his advisory career, he was involved with Sin City Aquatics LLC from 2019 to 2020. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Malcolm R

Series 63, Series 66

Las Vegas, NV

Ameriprise

Malcolm Rose Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Truist Investment Services, Prudential Insurance Company of America, and Mutual of Omaha. Outside of his advisory work, Rose has authored a book of poetry and maintains a blog that interprets hip-hop lyrics to discuss mental, physical, and financial fitness. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 66

Las Vegas, NV

Merrill

Nicolas Scamorza is a Financial Advisor at The Cohen Group, a Merrill Lynch Wealth Management team headquartered in Las Vegas, Nevada. Joining the team in 2022, he contributes to business development and works alongside his wife, Jessica Cohen, and father-in-law, Gary Cohen. His role involves helping clients build and preserve their wealth across generations with personalized financial strategies. Prior to his current position, Nicolas spent over 11 years as a Certified Public Accountant at PwC, RSM US LLP, and Deloitte. His areas of client focus include Divorce Transition Planning, Family Wealth Management Strategies, Small Business Strategies, Tax Minimization, and Retirement Income. Although he draws on his accounting background, he does not provide tax advice in his current role. Nicolas holds a Bachelor's Degree from the University of Nevada - Las Vegas and maintains professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his wife, hiking, cheering for the Vegas Golden Knights, and cooking.

Retirement income strategy Wealth management Family Business Intergenerational Families
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Crystal H

Series 63, Series 66

Las Vegas, NV

Charles Schwab

Crystal Heres is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and discretionary separately managed accounts, supported by integrated brokerage, custody, and alternative investment due diligence.

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

Series 63, Series 65

Las Vegas, NV

Raymond James & Associates

Kerry Withrow is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Raymond James in 2024, he worked at City National Bank and RBC Capital Markets. He is a passive investor in a private equity healthcare fund. 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, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joanne C

Series 66

Las Vegas, NV

Cetera

Joanne Curry is a financial advisor with Cetera based in Las Vegas, NV, holding a Series 66 designation and over 14 years of industry experience. She has been associated with Cetera and related entities since 2011 and also operates Jonlyn & Associates, Inc., a CPA firm offering tax and accounting services. Additionally, she is involved in residential housing construction and property management through several business ventures. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Samer J

Series 66

Las Vegas, NV

J.P. Morgan Securities

Samer Jawhari is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 license and five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at BNY Mellon and Wells Fargo. Outside of financial services, he is involved in several business ventures, including an automotive rental company and investments in real estate and an HVAC business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Lee M

Series 63, Series 66

Las Vegas, NV

Merrill

Lee Mc Neill Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. Based in Las Vegas, he serves a diverse clientele including casino executives, contractors, attorneys, physicians, business owners, athletes, and retirees from across the nation. His advisory approach focuses on personalized wealth management strategies tailored to clients' unique financial goals and circumstances. With a background as a former insurance executive, Mc Neill applies a four-pronged strategy centered on preservation of capital, generating income, growth, and legacy planning. He works closely with clients to identify goals and gaps in their financial pictures before developing integrated strategies. He collaborates with Merrill Lynch Wealth Management analysts to customize investment portfolios, acting as an asset allocator across asset classes to align with clients' long-term goals, risk tolerance, timelines, and liquidity needs. Mc Neill earned a high school diploma from Durango High School and attended the University of Nevada - Las Vegas without obtaining a degree. He holds the Personal Investment Advisor (PIA) designation and is a member of the Las Vegas Metro Chamber of Commerce. In his personal time, he enjoys cooking, football, ice hockey, music, and traveling.

Wealth management Retirement income strategy General estate planning guidance Liquidity event planning Active portfolio management Executive Attorney Doctor or Medical Professional Founder/Business Owner Professional Athlete
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Alejandro L

Series 66

Las Vegas, NV

Merrill

Alejandro Leon Rodriguez is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2006, Alejandro has held various roles, including community banking and wealth management. Raised in Las Vegas, he is familiar with the local community and focuses on serving its needs. Alejandro specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation and is fluent in both Spanish and English. Alejandro earned his High School Diploma from Rancho High. Outside of his professional work, Alejandro enjoys billiards, boxing, dancing, golfing, and traveling. His approach centers on understanding what matters most to clients and their families to develop flexible strategies that pursue their financial goals.

Wealth management Retirement income strategy General retirement planning Business ownership considerations
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Jennifer I

Series 66

Las Vegas, NV

Edward Jones

Jennifer Incera Jimenez is a financial advisor at Edward Jones in Las Vegas, NV, holding a Series 66 designation. She began her career at First Cash in 2013, where she worked for 11 years, followed by a position at LVMH/Starboard before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Las Vegas, NV

Cetera

David Charnot is a financial advisor with Cetera in Las Vegas, NV, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has worked with Avantax Investment Services and Advisory Services for a decade and leads Strategize Wealth Management Group Inc. Outside of advising, Charnot owns Strategize Home Solutions LLC, a referral marketing business for mortgages, and serves as president of Strategize Tax LLC, which prepares tax returns for the public. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nadine F

Series 63, Series 65

Las Vegas, NV

Merrill

Nadine Faulis is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management in Las Vegas. She has been with Merrill since 1995 and has served families, individuals, and businesses since 1989. Nadine works closely with clients to develop tailored financial strategies aimed at achieving their short-, intermediate-, and long-term financial goals, including retirement planning, portfolio management, family wealth management, and wealth strategies for women and those in sports and entertainment. Nadine graduated from the University of Nevada, Las Vegas in 1989 with a dual Bachelor's degree in Finance and Marketing. She holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Over her career, she has been recognized by Forbes and Barron's as a top financial advisor. In addition to her professional commitments, Nadine is active in her community and church. She is a member of the United Way of Southern Nevada – Women United and Nevada Women's Philanthropy, where she serves on volunteer committees. Nadine is also involved with the Merrill Women's Exchange. She resides in Las Vegas and engages in personal interests such as golfing, music, photography, reading, singing, swimming, traveling, volleyball, watching movies, and spending time with her family.

Wealth management General retirement planning Retirement income strategy Executive Doctor or Medical Professional Women Professionals Women's Finance
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Gianna D

Series 66

Las Vegas, NV

Merrill

Gianna Davis Vaccarino is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Pezzillo & Hokanson Group. She works closely with clients to develop personalized wealth management strategies that address individual financial goals, incorporating access to banking, credit, and lending through Bank of America. Gianna has gained five years of experience in the financial services industry and has been with Merrill since 2020. A native of Las Vegas, Gianna earned her Bachelor of Science in Business Administration in Finance from the University of Nevada Las Vegas. She holds Series 7 and 66 FINRA registrations and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Gianna is affiliated with the Kappa Alpha Theta - Delta Epsilon Chapter. Gianna maintains active involvement in her community, volunteering with organizations such as The Alzheimer's Association and Three Square Food Bank. She annually coordinates a volunteer team for the Walk to End Alzheimer's event. Outside of her professional duties, Gianna enjoys cooking, football, golfing, hiking, ice hockey, music, spending time with her family and dog, Henry, traveling, watching movies, and practicing yoga.

Wealth management General retirement planning Retirement income strategy Charitable giving & philanthropy General estate planning guidance Women Professionals
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Jacqueline M

Series 66

Las Vegas, NV

Ameriprise

Jacqueline Mlechick is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2019 and has prior experience at Northwestern Mutual and in other roles outside the financial sector. Mlechick is a co-owner of Mlechick Property Group, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party data.

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

Series 66

Las Vegas, NV

Ameriprise

Edgar Delgadillo is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at UNLV and has held various roles in the retail sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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

Series 66

Las Vegas, NV

RBC Capital Markets

Derek Smith is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Ameriprise Financial. Before entering the financial sector, he served four years in the United States Marine Corps. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Aleksandra D

Series 66

Las Vegas, NV

J.P. Morgan Securities

Aleksandra Dimitrijevic is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and involvement with the University of Portland Athletics. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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