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Samuel F

Series 66

Las Vegas, NV

Fidelity

Samuel Fejfar is a Series 66 licensed advisor with Fidelity Investments, based in Henderson, Nevada, and has one year of industry experience. Prior to joining Fidelity, he held various roles including work in real estate as a licensed REALTOR with Simply Vegas Real Estate. 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 manage portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Timothy M

CFP®, ChFC®, Series 63, Series 65

Las Vegas, NV

Cetera

Timothy Mc Fall is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 35 years of industry experience. He has worked with multiple firms, including Avantax Investment Services and Independent Financial Group, and is president of U.S. Capital Strategies, Inc., where he manages securities and insurance-related financial services. He is also the manager of My Financial Compass, LLC, another financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management.

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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Joshua R

Series 66

Henderson, NV

UBS Financial Services

Joshua Reid is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. Prior to joining UBS, he held positions at MGM Resorts International, Yelp Inc., and Hotel Del Coronado. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisory network employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stephanie F

CFP®, Series 66

Las Vegas, NV

LPL Financial

Stephanie Ficucell is a CFP® professional with 11 years of experience in financial advising. She is affiliated with LPL Financial and operates through Strategic Wealth Management Group, Inc. in Las Vegas, NV. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers diversified financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by in-house and third-party research.

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

Series 66

Las Vegas, NV

LPL Financial

Ronald Manning is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CUSO Financial Services, LP, the State of Nevada EIS, Wells Fargo, and service in the US Army Reserves. 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 plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Haylie K

Series 66

Las Vegas, NV

UBS Financial Services

Haylie Kalinowski is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior experience at Axos Bank, Credit Union 1, and Generations Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans through its network of advisors.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Sidney T

Series 66

Las Vegas, NV

UBS Financial Services

Sidney Thompson is a financial advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. Prior to joining UBS, Sidney worked in various roles including positions at AG Light and Sound and Hearthstone Kitchen and Cellar. Sidney has also been affiliated with the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Felicia A

Series 63, Series 66

Henderson, NV

Fidelity

Felicia Anaya is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and having seven years of industry experience. She has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Andrew G

Series 65, Series 63

Las Vegas, NV

Ameriprise

Andrew Garcia is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Grand Sierra Resort, Greater Nevada Fields, and the University of Nevada Reno. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning 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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Daniel C

Series 63, Series 66

Las Vegas, NV

Cambridge Investment Research Advisors

Daniel Cuddy Jr. is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with Cambridge and Securities America. Outside of his advisory work, he is involved in life coaching through his firm Go 4 Th and serves as president of Retirement Benefits Group, an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

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

Series 66

Las Vegas, NV

Morgan Stanley

Ian Schmutz is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 credential with six years of industry experience. His prior work includes roles at Domo, Inc. and doTERRA International. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

General estate planning guidance
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Kelechi O

Series 66

Las Vegas, NV

Fidelity

Kelechi Obilor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise Financial Services and Fidelity Investments. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Randy G

Series 63, Series 65

Henderson, NV

Merrill

Randy Goldhammer is a financial advisor with Merrill in Henderson, NV, holding Series 63 and Series 65 licenses and over 48 years of industry experience. His prior experience includes roles at UBS Financial Services and Bank of America. He is a trustee of a family trust. 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 strategies for a diverse client base including individuals, high-net-worth clients, and organizations.

Tax-loss harvesting Active portfolio management Wealth management
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James O

Series 66

Las Vegas, NV

Ameriprise

James Olizarowicz is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, JP Morgan Securities, Bank of the West, and Twain Brain Marketing Partners. He is currently based in Las Vegas, NV. 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 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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Robert B

Series 63

Las Vegas, NV

Wells Fargo Clearing

Robert Brant is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. His practice is based in Las Vegas, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by 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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Ryan D

Series 66

Las Vegas, NV

Raymond James & Associates

Ryan D’souza is a financial advisor at Raymond James & Associates with a Series 66 designation and 10 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Josh B

Series 66

Henderson, NV

Charles Schwab

Josh Bruce is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He previously worked at Wells Fargo Bank for 23 years before joining Charles Schwab and its affiliated entities in 2025. Charles Schwab & Co., Inc. serves a large client base, 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 advice and access to discretionary separately managed accounts, using multi-asset model portfolios and research-driven alternative investment options.

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

Series 66

Las Vegas, NV

Merrill

Larry Scullark Jr. is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has a military background, serving in the US Army since 2011 and supervising Army Reserve logistics operations. He also has experience with Bank of America and American Military University. Outside of advising, he is involved with B Line Real Estate Group in Las Vegas. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Placide P

Series 66

Las Vegas, NV

Thrivent Investment Management

Placide Paul is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Fidelity Investments, Stifel Nicolaus & Co Inc, and J.P. Morgan Securities. Outside of his advisory duties, he owns and operates Zapix, LLC, a business engaged in the online sale and distribution of consumer electronics, and is involved in acting in commercials through a separate entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and broad financial planning advice without discretionary portfolio management or implementation services.

Business ownership considerations
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Bradford C

Series 63, Series 65

Las Vegas, NV

Fidelity

Bradford Cook is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, TIAA-CREF, and Global Financial Private Capital. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad investable universe and maintaining oversight of sub-advisers and share class evaluations.

Charitable giving & philanthropy Active portfolio management
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