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Timothy V
Series 66, Series 63
Reno, NV
Empower Advisory Group
Timothy Viancourt is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at JPM Chase N.A. and Recreational Equipment Inc. Outside of his advisory role, he was involved with Hoof Hearted Brewery for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
John M
ChFC®, Series 66
Reno, NV
First Command Advisory Services
John Mason Jr. is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. In addition to his advisory role, he is the manager and owner of Battle Born Planning Services LLC, a non-investment-related business. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized investment team and wealth portfolio managers using approved third-party managers and proprietary models.
Thomas O
Series 63, Series 65
Reno, NV
Independent Financial Group, LLC
Thomas Otten is a financial advisor with Independent Financial Group, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He is the 100% owner and Investment Adviser Representative of Analytic Wealth Strategies, Inc., providing financial and advisory services since 2009. Additionally, he serves as co-trustee on a family trust and consults on general business practices for a private company. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services with a broad range of advisory programs delivered through a national network of Investment Adviser Representatives.
William W
CFP®, Series 63, Series 66
Reno, NV
Money Concepts Capital Corp
William Willson is a financial advisor with Money Concepts Capital Corp in Reno, NV, holding the CFP® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including ten years at Greater Nevada Credit Union prior to joining Money Concepts in 2018. He is also the owner of Willson Wealth Management, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory across discretionary and non-discretionary account structures.
Craig B
Series 66
Reno, NV
Benjamin F. Edwards & Company, Inc.
Craig Belis is a financial advisor with Benjamin F. Edwards & Company, Inc. in Reno, NV, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Benjamin F. Edwards in 2018. Outside of his advisory role, he co-owns a commercial production business, Brand New Pictures, with his spouse. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs both firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.
Matthew E
Series 65
Reno, NV
Wealth Enhancement Advisory Services, LLC
Matthew Erbentraut is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Equius Partners and Dimensional Fund Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.
Mitchell L
ChFC®, Series 63, Series 65
Reno, NV
Kestra Advisory
Mitchell Laughton is a financial advisor with Kestra Advisory, holding the ChFC® designation along with Series 63 and 65 licenses. He has 43 years of experience in the financial services industry, including long-term roles at Kestra Investment Services and ownership of The Laughton Company. Outside of his advisory work, he serves on the board of the JUSTin Hope Foundation and is vice president of The Prospectors Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, supporting investments with due diligence and serving clients that include sovereign wealth funds.
Jacklyn L
CFP®, Series 66
Reno, NV
Planmember Securities Corporation
Jacklyn Lynch is a CFP® professional with 18 years of industry experience. She is currently affiliated with PlanMember Securities Corporation and Chapman Financial and operates Guideship LLC, a business involved in tax and investment activities. Her prior experience includes roles at LPL Financial and Ameriprise Financial Services Inc. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.
Carisse G
Series 63, Series 66
Reno, NV
Eagle Strategies (NY Life)
Carisse Gafni is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Eagle Strategies since 2014 and has a long-standing affiliation with New York Life Insurance starting in 2000. Outside of advisory work, she is involved in brokering non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.
Willie H
Series 66, Series 63
Reno, NV
Empower Advisory Group
Willie Hayes III is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked with multiple firms, including CollegeInvest and Mass Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.
Enda W
Series 63, Series 66
Sparks, NV
Empower Advisory Group
Enda Washington is a financial advisor with Empower Advisory Group in Sparks, NV, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His work history includes roles at Gwfs Equities, Inc. since 2021 and both MML Distributors LLC and Massachusetts Mutual Life Insurance Company from 2016 to 2021. Washington served in the U.S. Army Reserve for 38 years, from 1986 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services and operates at a large scale with close integration to affiliated Empower entities.
Joe M
Series 66
Sparks, NV
Valic Financial Advisors
Joe Macaluso is a Series 66 credentialed financial advisor with Valic Financial Advisors, where he has worked for 23 years. He has 25 years of industry experience and also serves as an agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and emphasizes centralized technology and model solutions across its extensive client base.
Colten M
Series 66
Reno, NV
Private Advisor Group, LLC
Colten Mellows is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial, Mariner Independent Advisor Network, and Legacy Wealth Planning. Outside of his advisory roles, he is involved in operating a barn venue for weddings and events during the summer months. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and employs a variety of analytical approaches and investment strategies through a large network of investment adviser representatives.
Erika B
Series 63, Series 65
Reno, NV
Planmember Securities Corporation
Erika Borman is a financial advisor with Planmember Securities Corporation in Reno, NV, holding Series 63 and Series 65 licenses and with 29 years of industry experience. She has worked at Planmember Securities since 2008 and is also involved with Chapman Financial Group, where she provides insurance services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and providing participant-level investment options through asset allocation portfolios. The firm employs a strategic asset allocation investment process and delivers education and support services to plan sponsors and participants.
Spencer F
Series 66, Series 63
Reno, NV
Eagle Strategies (NY Life)
Spencer French is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his advisory roles, Spencer operated outdoor recreation businesses including Lake Tahoe Snowmobile Tours and Donner Lake Watersports. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through various program types and manages the majority of its assets on a non-discretionary basis.
Robert P
ChFC®, Series 63, Series 65
Reno, NV
Brookstone Capital Management LLC
Robert Pyne is a financial advisor with Brookstone Capital Management LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 16 years of industry experience. He has operated the Robert Pyne Financial Group since 1990. In addition to advisory work, he is also licensed as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis across various strategies and account types.
Steven R
CFP®, Series 63, Series 65
Reno, NV
CWM, LLC
Steven Rose is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWM, LLC and Art of Wealth Management since 2022. His prior experience includes roles at Legacy Wealth Planning, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in the sale of health, life, disability, and other insurance products through an insurance agency and operates S Rose LLC. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.
Christopher C
Series 63
Reno, NV
Benjamin F. Edwards & Company, Inc.
Christopher Cook is a financial advisor with Benjamin F. Edwards & Company, Inc. in Reno, NV, holding a Series 63 designation and 44 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.
Richard G
Series 63, Series 66
Reno, NV
Eagle Strategies (NY Life)
Richard Green is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2009 and 2011, respectively. Outside of advisory work, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm emphasizes tailored recommendations and delivers solutions through various program types, with most assets managed on a non-discretionary basis.
Blayne G
ChFC®, Series 63
Reno, NV
Eagle Strategies (NY Life)
Blayne Gale is a financial advisor with Eagle Strategies (New York Life) based in Reno, NV, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. He has been with Eagle Strategies since 2006 and has worked with Frontline Wealth Group since 2023. Outside of his advisory role, Blayne serves as Chairperson of the Board for the Salvation Army in Reno and is a board member of Nevada’s Division of Insurance Commissioner’s Agent Advisory Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a variety of program types tailored to client objectives. The firm operates within the New York Life affiliate structure and handles a significant portion of its assets on a non-discretionary basis.
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