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Eduardo C

Series 63, Series 65

Las Vegas, NV

Merrill

Eduardo Corral is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management, bringing approximately 28 years of experience to his role. He works as part of a financial advisory team that collectively possesses over 70 years of experience in serving the financial needs of high net worth individuals and families. Eduardo acts as the team's liaison to Merrill's department specialists in areas such as retirement, estate, and trust planning services. His expertise encompasses comprehensive wealth management strategies including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, and socially responsible investing. Eduardo holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the California State University System and is fluent in English and Spanish. Eduardo participates in community volunteering aligned with Merrill's tradition of involvement in the communities served. Outside of his professional life, he enjoys biking, football, running, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement withdrawal strategies
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Steven L

Series 63, Series 66

Las Vegas, NV

Thrivent Investment Management

Steven Larson is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses addressing a wide range of planning topics and allows clients to integrate planning with managed-account services while keeping them separate.

Business ownership considerations
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Nico Andrei M

Series 66

Las Vegas, NV

Ameriprise

Nico Andrei Manzano is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including positions at the University of Nevada Las Vegas, University of Hawaii Maui College, Grand Wailea Resort, and Maui High School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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

Series 66

Las Vegas, NV

Ameriprise

George Najm is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Fanatics, Wells Fargo, Petland, and UPS, among others. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a specialized committee, delivering tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

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

Series 66

Henderson, NV

Ameriprise

Alejandro Gil is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. His career includes six years of service in the United States Air Force and two years at Dollar Loan Center prior to joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Series 63

Henderson, NV

Ameriprise

Mickey Hart is a financial advisor with Ameriprise in Henderson, NV, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 advice, focusing 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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Arie B

Series 66

Las Vegas, NV

Ameriprise

Arie Bojorquez is a financial advisor at Ameriprise in Las Vegas, NV, with one year of industry experience and a Series 66 designation. His prior roles include positions at Bankers Life & Casualty, Equitable Advisors, and the Paul Powell Law Firm. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written Recommendation Reports and ongoing advice 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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William E

Series 65, Series 63

Las Vegas, NV

LPL Enterprise

William Evans III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including DelMorgan & Co and Access Health Ventures. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Tax-loss harvesting
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Thomas J

Series 63, Series 66

Las Vegas, NV

Ameriprise

Thomas Jones is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Based in Las Vegas, NV, he has spent over 18 years at the firm. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendation reports developed through a centralized consulting team using modeling, research, and tax-efficiency analysis, with a focus on assets held in Ameriprise-managed accounts.

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

Series 66

Henderson, NV

Charles Schwab

Anna Maj is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at various Charles Schwab entities since 2014, including Charles Schwab Trust Bank since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a centralized operational structure that supports a large client base.

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

Series 66

Henderson, NV

Charles Schwab

Edward Kesisian is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade investment Management, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a centralized operational structure.

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

Series 63, Series 65

Las Vegas, NV

LPL Financial

Deborah Danielson is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. She has been with LPL Financial since 1982. Outside of her advisory work, she is the author of the book *Why Me? Seeking Answers in Your Grief*, with proceeds directed to charity. 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, various portfolio programs, third-party asset management access, and institutional platforms, providing advice and account management through 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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Spencer H

Series 66

Las Vegas, NV

Merrill

Spencer Haire is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to simplify complex financial decisions and develop strategies that align with their personal goals. His approach focuses on building trust and providing personalized service to help clients feel confident about their financial future. Spencer's expertise includes personal retirement planning, sports and entertainment financial matters, and individual and corporate investment strategies. He is a Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Spencer holds a Master's Degree in Biomedical Science from Liberty University and a Bachelor's Degree in Comprehensive Cell & Molecular Biology from the University of Nevada - Las Vegas. He is fluent in English and Spanish. Outside of his professional work, Spencer is involved in community organizations including National Youth Sports, Olive Crest, Three Square Food Bank, and the Tyler Robinson Foundation. His personal interests include basketball, golfing, volleyball, and spending time with his family.

General retirement planning Wealth management Active portfolio management Retirement income strategy Executive Professional Athlete Young Professionals Retired Female Executives
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Deorella B

Series 63, Series 66

Las Vegas, NV

Merrill

Deorella Bautista is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Bautista is also a general partner and managing member of Pleasant View Homecare LLC, a residential home for the elderly in Las Vegas. 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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Emanuel L

Series 65

Las Vegas, NV

Edelman Financial Engines

Emanuel Lizama is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has previously worked at USAA and American Express. Outside of his advisory role, Emanuel is the sole proprietor of Lizard-Llama Games LLC, where he designs and develops games. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Raghav B

Series 66

Las Vegas, NV

Ameriprise

Raghav Bhagat is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2024, he worked with Aspen Alpha Advisors LLC and has experience in various educational roles at institutions including the University of Nevada, Reno. 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 advice, focusing 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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Alexi H

CFP®, Series 66

Henderson, NV

Cambridge Investment Research Advisors

Alexi Howie is a CFP® with 21 years of industry experience, currently advising clients at Cambridge Investment Research Advisors since 2022. Prior to joining Cambridge, he worked at Capstone Capital Group and Beacon Pointe Wealth Advisors. Outside of his advisory work, he volunteers as a coach for the Girl Scouts and serves on the board of the Young Men Service League in Henderson, NV. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement services through independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party strategies.

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

Series 66

Henderson, NV

Raymond James & Associates

Alexandra Mccormack is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Wells Fargo Clearing Services LLC, and Merrill Lynch, Pierce, Fenner & Smith. Alexandra’s background also includes a role at Buffalo Wild Wings. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering 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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Joel E

Series 66

Las Vegas, NV

LPL Financial

Joel Everage is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 25 years of industry experience. His previous roles include positions at Waddell & Reed Inc and various insurance carriers, as well as leadership at Atlas Team, LLC and Eddystone Rock, LLC. Outside of his advisory work, he is involved with Collective Advisors, LLC in a real estate rental capacity. 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 options, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

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

Series 66

Las Vegas, NV

Merrill

Madison Faulis is a Financial Advisor at Merrill Lynch Wealth Management, where she has been serving High Net Worth professionals and their families since 2016. She works closely with clients to develop strategies that align with their personal goals, particularly focusing on education planning, family wealth management, legacy planning, and socially responsible investing. Madison assists clients in navigating significant financial decisions and emphasizes simplicity and transparency in the investment process. She is a member of Faulis DeGeorge and Associates, a team with over 70 years of combined industry experience, specializing in legacy and estate planning, as well as multi-generational investing. The team also provides access to banking, credit, and lending services through Bank of America, enabling a full-service approach to financial advisory. Madison holds Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Born and raised in Las Vegas, Madison earned both a Bachelor of Arts in Economics with a minor in Digital Humanities and a Master degree in Information Science from UCLA. Her community involvement includes participation in philanthropic groups such as Moonrise Next Gen Philanthropy, and she is a member of the UCLA Alumni Group's Las Vegas Chapter. She is passionate about sustainability and animal rights.

Retirement income strategy Concentrated stock management Wealth management ESG / Sustainable investing General estate planning guidance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) LGBTQIA Women Professionals
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