Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,668 advisors near
89104

Out of 400,000+ nationwide

user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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 licenses and has worked at firms including DelMorgan & Co and Access Health Ventures. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

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
user avatar
firm logo

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.)
user avatar
firm logo

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.)
user avatar
firm logo

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 credentials and over 43 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*, which supports charitable causes related to child loss. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
firm logo

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 create strategies aligned with their individual goals. Spencer's approach emphasizes trust, personalized service, and helping clients achieve confidence in their financial futures. He specializes in personal retirement planning, sports and entertainment, and individual and corporate investment strategy. Spencer holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes 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. Outside of his professional role, Spencer is involved with community organizations such as National Youth Sports, Olive Crest, Three Square Food Bank, and the Tyler Robinson Foundation. He enjoys 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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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 prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as leadership at companies such as JCE, LLC and Atlas Team, LLC. Outside of his advisory work, he is involved with Collective Advisors, LLC, an investment-related real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, with a blend of discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
firm logo

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
user avatar
firm logo

Jonathan Carlo G

Series 66

Las Vegas, NV

Wells Fargo Clearing

Jonathan Carlo Gosioco is a financial advisor with Wells Fargo Clearing in Las Vegas, NV. He holds a Series 66 designation and has three years of industry experience. His prior work history includes positions at JPMorgan Chase Bank, N.A. and Equitable Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Retired Founder/Business Owner
user avatar
firm logo

Gerard D

Series 66

Las Vegas, NV

Wells Fargo Clearing

Gerard Diaz is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Ameriprise Financial, and several other financial service firms. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
user avatar
firm logo

Nathan W

Series 66

Henderson, NV

LPL Financial

Nathan Woolstenhulme is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Raymond James Financial Services and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")