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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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Gregory G

CFP®, ChFC®, Series 66

Henderson, NV

Edward Jones

Gregory Gonzalez is a financial advisor with Edward Jones in Henderson, NV, holding CFP®, ChFC®, and Series 66 credentials and nine years of industry experience. He has been with Edward Jones for ten years. Gregory is also involved with community outreach through his role at Our Savior Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

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

Series 66

Henderson, NV

LPL Financial

Jacob Woolstenhulme is a financial advisor with LPL Financial based in Henderson, NV. He holds the Series 66 designation and has recently begun his career in the industry. His background includes a variety of roles outside finance, such as event management and pest control, as well as service on a mission for the Church of Jesus Christ of Latter-day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting advisors with research and operational tools.

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

Series 63, Series 65

Las Vegas, NV

LPL Financial

Jennifer Ricca is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Wells Fargo Clearing and Morgan Stanley Smith Barney. 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 services including financial planning and model portfolio programs, combining a broad platform with various operational and research tools.

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

Series 63, Series 65

Henderson, NV

Ameriprise

Mia Kerman Quentin is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she has worked as a grocery delivery driver for Walmart Spark. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Series 63, Series 66

Las Vegas, NV

Thrivent Investment Management

Michael Obrien is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent since 2016. Outside of his advisory role, Obrien serves as a board member for Unshakable, a nonprofit supporting women recovering from trauma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across a wide range of topics, with the option to combine planning with managed-account programs under consolidated billing.

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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Michael M

CFP®, Series 66

Henderson, NV

Edward Jones

Michael Marinaro is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 15 years. He is based in Henderson, NV. Outside of his advisory role, he co-owns an LLC managing a family rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Professional Athlete Entertainment Industry Founder/Business Owner
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Jason G

Series 63, Series 65

Las Vegas, NV

Wells Fargo Clearing

Jason Guttenberg is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, Guttenberg serves as treasurer for the Malibu Men's Retreat, organizing bi-annual events. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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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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Jerrod C

Series 65

Las Vegas, NV

Cambridge Investment Research Advisors

Jerrod Crouch is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 65 designation and has previously worked at MassMutual Life Insurance Company and Penn Mutual. Outside of his advisory role, Jerrod is involved as a coach in sport and fitness and serves as a committee member for Las Vegas Heals. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client objectives.

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

Series 63, Series 65

Las Vegas, NV

Morgan Stanley

Jon Erickson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Erickson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

General estate planning guidance
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Nicole S

Series 66

Las Vegas, NV

Morgan Stanley

Nicole Scullark is a Series 66-registered financial advisor with Morgan Stanley in Las Vegas, NV, and has five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill and Bank of America from 2019 to 2025, and held roles at Marshall Retail Group, Soleil Management, YMCA, and Desert Orthopaedic Center/Integrity Rehab Group. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment offerings.

General estate planning guidance
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Chris L

Series 66

Henderson, NV

Fidelity

Chris Label is a Financial Consultant currently working at Fidelity Investments. He provides comprehensive financial guidance tailored to the unique needs of each individual client, aiming to empower clients to make informed financial decisions and work towards their long-term investment goals. Chris emphasizes building lasting relationships based on trust, transparency, and open communication. His professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, an Investment Consultant at Fidelity Investments from 2022 to 2024, a Client Relationship Manager at Ameriprise Financial from 2021 to 2022, and a Client Support Associate at Ameriprise Financial from 2020 to 2021.

Wealth management Passive / index investing Active portfolio management
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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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David A

Series 66

Henderson, NV

Ameriprise

David Allen is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Resource One, Inc. and Home Depot. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering 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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