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Aubrey L

Series 66

Las Vegas, NV

UBS Financial Services

Aubrey Liddell is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. 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-driven, model-based asset allocations tailored to 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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Anita R

Series 66

Las Vegas, NV

Edward Jones

Anita Reubens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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Tamara R

Series 66

Las Vegas, NV

Charles Schwab

Tamara Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. She serves clients by connecting them to tailored plans and processes designed to address their unique financial ambitions. Her work focuses on helping individuals and families plan for important goals such as funding education, preparing for retirement and potential health care costs, and creating long-term wealth strategies. Tamara holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from River Valley High School and pursued further studies at Austin Community College. Her approach emphasizes understanding clients' personal perspectives and priorities to bring clarity and transparency to the complexities of investing.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
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Sherryll S

Series 66

Las Vegas, NV

Merrill

Sherryll Silverio is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. She has been associated with Bank of America and Merrill since 2010. Outside of her advisory role, she is the sole owner of a rental property business. 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
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Jacob E

Series 66

Henderson, NV

Ameriprise

Jacob Ewell is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Ameriprise, he worked at Gartner, Inc. and has experience in various roles including at Frozen Dessert Supplies and Vivint Smart Homes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 66

Henderson, NV

Fidelity

Quinn Bozzano is a financial advisor with Fidelity Investments, holding the Series 66 designation and four years of industry experience. Prior to joining Fidelity, Bozzano worked briefly at Ameriprise and has also been employed in roles outside the financial sector. Outside of advising, Bozzano serves as a floor judge at Peoples Card Shop, a hobby shop specializing in trading cards. 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 develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Mikaela J

Series 66

Las Vegas, NV

Equitable Advisors

Mikaela Jolley is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, she worked at Pandora and Hobby Lobby. Outside of her financial advisory role, she operates The Mika Market, a handmade chandelier business that also involves social media marketing. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutions by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers these services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Nicholas S

CFP®, Series 63, Series 65

Henderson, NV

OSAIC

Nicholas Skrabo is a financial advisor at OSAIC with 19 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes 15 years at Securities America Advisors, Inc. and Securities America, Inc. In addition to his advisory role, he occasionally sells life insurance and fixed annuities. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering a wide range of investment solutions and utilizing proprietary asset-allocation tools and third-party platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher C

Series 63, Series 65

Las Vegas, NV

LPL Financial

Christopher Coyer is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Net Law Inc, WealthWave, Transamerica Financial Advisors, and Niagara University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a broad non-advisory financial services network.

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