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Brian W

Series 63, Series 65

Henderson, NV

LPL Financial

Brian Woods is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years with VOYA Financial Advisors. Woods also operates Brian Woods Financial Services, an investment-related business established in 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 solutions, including third-party asset management and institutional platforms, supported by 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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George M

CFP®, Series 63

Las Vegas, NV

Ameriprise

George Murakami is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of Suite 1400 LLC, a business involved in managing Ameriprise operations. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide detailed, non-discretionary recommendations. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

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

Retirement income strategy Tax-loss harvesting Multi-generational wealth transfer Wealth management Executive
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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.

Wealth management Executive Founder/Business Owner
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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.

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

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Wealth management Passive / index investing
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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.

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

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Saleh E

Series 65, Series 63

Henderson, NV

Fidelity

Saleh Elhendi is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Ameriprise and involvement with several small businesses. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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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.

Retired Founder/Business Owner
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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.

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

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

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer
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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.

Tax-loss harvesting Active portfolio management Wealth management
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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.

Wealth management Executive Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

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

Wealth management
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