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James G
Series 66
Elko, NV
G&S Wealth Management LLC
James Glennon is the principal of G&S Wealth Management LLC in Elko, NV, holding a Series 66 designation with 17 years of industry experience. He has managed G&S Wealth Management and Glennon & Sandoval Company, a CPA firm in which he is a shareholder, since 2010. Glennon dedicates a significant portion of his workweek to the accounting firm. G&S Wealth Management primarily serves individual clients below high-net-worth thresholds, along with some corporate clients, offering non-discretionary portfolio management and financial planning tailored to each client’s circumstances. The firm employs a conservative, fundamental-analysis investment approach focusing on traditional asset classes and maintains close advisory relationships with clients.
Michael L
Series 63, Series 65, Series 66
Elko, NV
Sagebrush Wealth Partners
Michael Lane is a financial advisor at Sagebrush Wealth Partners in Elko, NV, holding Series 63, 65, and 66 designations with three years of industry experience. Prior to his current role, he has operated a naturopathic practice through Naturopathy Lane LLC. Sagebrush Wealth Partners provides portfolio management and limited financial planning services primarily to individual investors and small business owners. The firm employs a long-term asset allocation strategy using ETFs, individual equities, fixed income, and selective options strategies, serving clients through both discretionary and non-discretionary arrangements with independent custodians.
Nick K
Series 63, Series 65
Elko, NV
Read & Powell Financial Services, LLC
Nick Konakis is a financial advisor with Read & Powell Financial Services, LLC in Elko, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Read & Powell Financial Services since 2004 and is also associated with Read & Powell, LLP, an accounting partnership. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and charitable clients, managing approximately $147 million across about 516 clients. The firm employs a team approach, using fundamental and technical analysis alongside mutual fund and ETF evaluation, and leverages Fidelity’s FMAX platform and integrated fintech tools to develop and implement personalized investment policies.
Diane R
Series 66
Elko, NV
Read & Powell Financial Services, LLC
Diane Rice is a financial advisor with Read & Powell Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she is employed as a personal assistant. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses a combination of fundamental and technical analysis to develop individualized investment policies and manages approximately $147 million for over 500 clients through a team of six advisors.
Eric W
Series 65
Elko, NV
Read & Powell Financial Services, LLC
Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.
Norma T
ChFC®, Series 66
Elko, NV
Edward Jones
Norma Terras is a financial advisor at Edward Jones in Elko, NV, holding the ChFC® and Series 66 credentials, with 10 years of industry experience. She has been with Edward Jones and its predecessor firm since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Melinda M
Series 66
Elko, NV
Ameriprise
Melinda Mott is a financial advisor at Ameriprise with six years at the firm and three years of industry experience. She previously worked at Eide Bailly for five years. Outside of her advisory role, Melinda makes and sells pottery. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations primarily for investors with substantial assets under management.
Jason L
CFP®, ChFC®, Series 63, Series 66
Elko, NV
Edward Jones
Jason Land is a financial advisor at Edward Jones in Elko, NV, holding CFP® and ChFC® designations with 26 years of industry experience. He has worked at Edward Jones since 2000. Outside of advising, he owns and manages a commercial rental property in Elko. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors.
Brad B
Series 63, Series 66
Elko, NV
Ameriprise
Brad Brazil is a financial advisor at Ameriprise with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameriprise since 2023. His career background includes roles in real estate and gold mining sectors in Elko, NV. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.
Jearred F
Series 66
Elko, NV
Edward Jones
Jearred Foruria is a financial advisor at Edward Jones in Elko, Nevada, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent 11 years at the Bureau of Land Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large national network of advisors and branches.
Timothy H
CFP®, Series 66
Elko, NV
Edward Jones
Timothy Hatch is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones in Elko, NV since 2013. Outside of his advisory role, he is involved in agricultural and real estate ventures, including managing family farm operations and participating in local commercial real estate investment decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Aaron H
Series 66
Elko, NV
Edward Jones
Aaron Hull is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Paychex Inc. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Cheryl G
Series 66
Elko, NV
Wells Fargo Clearing
Cheryl Galloway is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Karen N
Series 66
Elko, NV
LPL Financial
Karen Ness is a financial advisor with LPL Financial and holds a Series 66 designation. She has 14 years of industry experience and has worked at firms including Cetera and BambooHR. Ness serves as a for-profit board member of Innovative Advisors Inc., a firm she has been involved with since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Tara B
ChFC®, Series 66
Elko, NV
Edward Jones
Tara Bybee is a financial advisor at Edward Jones in Elko, NV, holding the ChFC® designation and Series 66 license with 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.
Daniel G
CFP®, Series 63, Series 66
Elko, NV
Raymond James Financial
Daniel Gillins is a CFP®-designated financial advisor with 24 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Morgan Stanley from 2003 to 2013. Gillins serves on the Finance Committee of the Great Basin College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and promotes implementation through its advisory programs or other providers.
Cassara V
Series 66
Elko, NV
Morgan Stanley
Cassara Voiselle is a financial advisor at Morgan Stanley in Elko, NV, holding a Series 66 designation with five years of industry experience. Her work history includes positions at Greater Nevada Credit Union and US Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
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