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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 at Fidelity with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and the University of Nevada Las Vegas. Outside of advising, he is involved with Peoples Card Shop in Las Vegas as a floor judge, overseeing event rulings and operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

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 with Equitable Advisors in Las Vegas, holding a Series 66 credential and beginning her advisory career in 2025. Prior to joining Equitable Advisors, she worked at Pandora and Hobby Lobby. Outside of her advisory role, she operates The Mika Market, a social media marketing venture focused on creating handmade chandeliers. Equitable Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and access to asset management through various third-party programs and a hybrid referral and implementation model.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 based in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, WealthWave, and Net Law Inc. He has also been involved with Niagara University and the Las Vegas Elks Lodge No. 1468. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Brian W

Series 63, Series 65

Henderson, NV

LPL Financial

Brian Woods is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. His prior experience includes six years at VOYA Financial Advisors and over 30 years operating Brian Woods Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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 in Las Vegas, NV, holding ChFC® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he operated The Dobranich Group LLC and worked with Waddell & Reed, Inc., as well as various insurance carriers. Outside of his advisory role, he has been involved with The Dobranich Group LLC for tax and investment purposes and participates in Collective Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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 financial advisor with LPL Financial in Las Vegas, NV, holding the CFP®, ChFC®, and Series 66 designations and with 13 years of industry experience. His prior roles include positions at Jamie Houston, Northwestern Mutual Investment Services LLC, and Gary Davis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

College savings (529s, UTMA, etc.)
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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. His prior roles include positions at Transamerica Financial Advisors, Silver State Wealth Management, and insurance sales through affiliated companies. Outside of advisory work, he is involved with INHERITGUARD, LLC, providing estate planning education and client communications. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by internal and third-party research, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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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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