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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.
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.
Georgia G
Series 66
Las Vegas, NV
J.P. Morgan Securities
Georgia Gardner is a financial advisor at J.P. Morgan Securities with a Series 66 credential and four years of industry experience. Her prior work history includes roles at Fidelity Investments and Ameriprise. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Jacob B
CFP®, ChFC®, Series 66
Las Vegas, NV
LPL Financial
Jacob Bierstedt is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at Jamie Houston, Northwestern Mutual Investment Services LLC, Gary Davis, and Ameriprise. He is also involved with Dixon Financial Group, LLC and Pence Financial Group LLC, entities related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other 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 operational tools such as machine learning.
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.
Manuel C
Series 66
Las Vegas, NV
Merrill
Manuel Cantella serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on collaborating with clients to understand their personal priorities and develop tailored investment strategies aimed at pursuing their financial goals. He also provides access to banking and lending services through Bank of America. Manuel holds the designation of Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to support the creation of individualized financial plans.
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.
Thomas S
Series 63, Series 65
Las Vegas, NV
RBC Capital Markets
Thomas Steele is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Steele is based in Las Vegas, NV. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
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.
Morgan B
Series 63, Series 66
Las Vegas, NV
LPL Financial
Morgan Baum is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing. Baum is also involved with Dixon Financial Group as a financial advisor and team member. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of non-advisory financial products.
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.
Paul F
Series 66
Las Vegas, NV
Merrill
Paul Forrester is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has extensive experience in family wealth management strategies, personal retirement planning, and portfolio management services. Paul co-founded The Wilson Forrester Group in 2006, which focuses on guiding clients through various phases of wealth creation, growth, retirement, and legacy planning. The group utilizes the resources and banking services of Merrill Lynch Wealth Management and Bank of America to deliver services such as risk management, retirement income strategies, trust and estate planning, and wealth transfer. Paul began his career in 1995 with The Sceptre Investment Counsel Limited in Toronto, Canada, before joining Morgan Stanley in the USA in 2005. He transitioned to Merrill Lynch Wealth Management in 2010. Paul holds a Bachelor of Arts degree in English Literature from York University, earned in 1988, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Paul enjoys golfing, ice hockey—playing twice weekly—and music, drawing on his background as a former professional musician who continues to play multiple instruments.
Lindsay S
Series 66
Las Vegas, NV
Merrill
Lindsay Shuck is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley for 15 years before joining Merrill in 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
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.
Joanne S
Series 63, Series 65
Las Vegas, NV
Wells Fargo Advisors
Joanne Sturgill is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at OSAIC, Sagepoint Financial, Global Capital Strategies, Cantella & Co, and Wells Fargo Advisors Financial Network LLC. 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 broad range of financial planning services and investment recommendations tailored to clients’ needs, utilizing Wells Fargo research and planning tools.
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.
Thomas H
Series 63, Series 66
Las Vegas, NV
Fidelity
Thomas Herber is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Thomas has extensive experience in the financial services industry, having held several roles at Fidelity Investments, including Investment Management Consultant from 2023 to 2026 and Investment Solutions Representative from 2021 to 2023. Prior to that, he worked as a Personal Financial Representative at All State Financial Services from 2019 to 2021, and as a Financial Advisor at both CUSO Financial Services from 2018 to 2019 and Wells Fargo Advisors from 2014 to 2018. He also held a position as a Representative at TTEC-EHealth in 2020.
Bojana S
Series 63, Series 65
Las Vegas, NV
UBS Financial Services
Bojana Grujicic is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Ameriprise Financial Services and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary market assumptions and research from its Chief Investment Office and UBS Global Research.
Peter D
Series 66
Las Vegas, NV
Merrill
Peter Damascus is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 1997. In his current role, Peter focuses on business retirement services and family wealth planning and asset management. He advises clients on corporate retirement planning, individual family planning, and estate planning recommendations, emphasizing realistic goals, expectations, and collaborative strategies. He and his team support business owners and trustees by recommending employee retirement and deferred compensation plans, managing business cash flow, and assisting with lending lines. They also prioritize educating employees about benefit plans and their participation benefits. For family wealth management, Peter and his team listen attentively to clients' financial needs to develop personalized paths for achieving their goals. Peter holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with Chartered Retirement Planning Counselor™, Certified 401(k) Professional, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant certifications. He earned his Juris Doctorate from Yeshiva University Benjamin N. Cardozo School of Law in 1995 and holds a Bachelor's degree from Pace University. Peter passed the New York and California State Bars and is a member in good standing of both bars as well as the Supreme Court of the United States and the United States Court of International Trade. He also serves as a FINRA Arbitrator. Outside of his professional responsibilities, Peter volunteers for the Special Olympics and serves as a board member of the Trojan Football Alumni Club and The Silver Stone Ranch HOA. He resides in Nevada with his family.
Michelle D
Series 66
Las Vegas, NV
UBS Financial Services
Michelle Diaz is a financial advisor at UBS Financial Services with a Series 66 credential and approximately one year of industry experience. Prior to entering finance, she held various roles in the luxury retail sector at firms including Tiffany & Co., Cartier, and Saks Fifth Avenue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and financial planning products.
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1,513 advisors near
89148
within the area shown on the map
Out of 400,000+ nationwide