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David B

CFP®, Series 63

Minden, NV

LPL Financial

David Brady is a financial advisor with LPL Financial who holds the CFP® designation and has 39 years of industry experience. His career includes multiple tenures at LPL Financial as well as roles at Ameriprise Financial Services and Commonwealth Financial Network. He also operates a business entity under the name Brady and Associates related to his LPL activities. 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 including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced 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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Dayna P

Series 66

South Lake Tahoe, CA

Merrill

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Wealth management General retirement planning Retirement income strategy Income planning Women Professionals Women's Finance Parents Intergenerational Families
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Rance K

Series 66

Carson City, NV

Edward Jones

Rance Kimberlin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barrett Financial Group LLC and Northpointe Bank. He also has experience outside of finance, having been involved in window tinting through Premier Window Tinting for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory strategies supported by a nationwide network of more than 23,700 advisors.

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

Series 63, Series 66

Gardnerville, NV

LPL Financial

Donald Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes 28 years at Wells Fargo Clearing and five years at Western International Securities, Inc. He is also involved with Johnson Wealth Group, a business related to his LPL advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through 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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Sanford K

Series 63, Series 66

Incline Village, NV

Wells Fargo Clearing

Sanford Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory work, Sanford Katz is a 100% owner of an agricultural business growing grapes for wineries in St. Helena, California. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Michelle K

Series 63, Series 66

Carson City, NV

J.P. Morgan Securities

Michelle Ketten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Merrill and Bank of America from 2012 to 2019. Outside of her advisory role, she serves as trustee and vice-chair of the Western Nevada College Foundation board. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Michael M

ChFC®, Series 66

Gardnerville, NV

Edward Jones

Michael Miller is a ChFC® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2019 and previously worked at U.S. Bancorp Investments, Inc. for seven years. Michael is based in Gardnerville, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Minden, NV

LPL Financial

Igor Kuprin is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and 14 years of industry experience. He has been associated with LPL Financial since 2012 and has spent the last 10 years with Sequoia Wealth Advisors & Investment Management. Outside of his advisory role, he is involved with Metatron Holdings, 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

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

ChFC®, Series 63, Series 65

Carson City, NV

Edward Jones

James Foster is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Foster serves as president of the Toiyabe Men's Golf Club in Reno, NV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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

Series 63, Series 65

Gardnerville, NV

LPL Financial

Bruce Woods is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Associated Planners Investment Advisory Inc., Associated Securities Corp., FSC Securities Corporation, and Strategic Wealth Advisors Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 management solutions, including access to third-party asset managers and institutional platforms.

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

Series 66

Carson City, NV

Edward Jones

Janjilla Erickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Advisors for one year and has held two separate tenures at Edward Jones, totaling approximately ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retired Founder/Business Owner Executive
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Matthew C

Series 63, Series 66

Carson City, NV

Thrivent Investment Management

Matthew Collier is a financial advisor with Thrivent Investment Management in Carson City, NV, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
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Russell C

Series 63, Series 65

Incline Village, NV

UBS Financial Services

Russell Cory Jr. is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in residential property management as a landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Vincent K

Series 66

Carson City, NV

Merrill

Vincent Kvarna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and The Cheesecake Factory, as well as involvement with the Basque Cultural Center and its restaurant. 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, and institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
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Samuel L

Series 66

Minden, NV

LPL Financial

Samuel Long is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with LPL Financial in Minden, NV. His prior roles include positions at Stifel, Wells Fargo Clearing, Edward Jones, and State Farm. Outside of his advisory work, he is employed at Casino Fandango in Carson City, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

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

Series 66

Carson City, NV

Morgan Stanley

Steven Goodwin is a financial advisor with Morgan Stanley in Carson City, NV, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory role, he is the sole proprietor of SLOGRAY LLC, a property management business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning strategies and investment management.

General estate planning guidance
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Shane M

Series 66

Incline Village, NV

Morgan Stanley

Shane Mulron is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 66 designation and has worked at firms including E*TRADE Securities LLC and Options House Securities, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment committee insights.

General estate planning guidance
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Bradley H

Series 63, Series 65

Incline Village, NV

UBS Financial Services

Bradley Hyldahl is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans 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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Marshall G

Series 63, Series 65

Incline Village, NV

Morgan Stanley

Marshall Grant is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Michael N

ChFC®, Series 66

Gardnerville, NV

Edward Jones

Michael Nolting is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Legacy Supply Chain Services, TekSystems, Murry Ranch LLC, and the University of Nevada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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