Top general retirement planning financial advisors in Fallon, NV

Valarie Hennessy is a financial advisor with Empower Advisory Group in Fallon, NV, holding Series 63 and Series 66 licenses and having three years of industry experience. She has worked at Empower Advisory Group and Empower Financial Services since 2025, with prior roles at Liberty Military Housing and Wells Fargo. Outside of her advisory work, she serves as an administrator for her grandmother’s estate. 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. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Marilyn Kissner is a financial advisor at MK Strategic Equities with seven years of industry experience. She holds a Series 65 designation and has worked as a legal secretary at Laughlin, Falbo, Levy and Moresi since 2002. MK Strategic Equities provides investment advisory services primarily to individual clients and manages investable assets for whole families. The firm offers non-discretionary portfolio management using mutual funds, ETFs, and occasional individual securities, with flexible fee arrangements including AUM, flat fees, and hourly consulting.

Gregory Crawford is a CFP® with 19 years of industry experience, currently serving as the principal advisor at Sierra Nevada Wealth Management, LLC. He previously worked at Alliance Trust Company, LLC for ten years. Crawford is also the founder and CEO of Crawford Trust Company, LLC, a retail trust company licensed in Nevada that provides trustee services internationally. Sierra Nevada Wealth Management offers investment management and financial planning to individuals, trusts, estates, and businesses, managing over $22 million in assets. The firm uses a fundamental, diversified asset-allocation approach with portfolios tailored to clients’ risk preferences and generally manages accounts on a discretionary basis.

Hunter Drost is a CFP®-designated financial advisor with Edward Jones in Fallon, NV, where he has worked since 2021. He has four years of industry experience and previously held roles at the University of Nevada Center for Student Engagement, Sinclair Broadcast Group, and the Churchill County District Attorney's Office. Outside of finance, he owns Hunter Drost Photography, a wedding photography service. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm is notable for its extensive national advisor network and diverse financial services beyond traditional advisory offerings.

John Maierhofer is the principal of Maierhofer Wealth in Stagecoach, NV, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously operated Maierhofer Wealth Management, LLC from 2009 to 2023 and has been with Maierhofer Wealth since 2024. Maierhofer Wealth provides wealth management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and owners of closely held businesses. The firm constructs customized portfolios primarily using mutual funds, ETFs, and individual debt securities, offering non-discretionary management with ongoing monitoring and periodic reviews, and maintains a focus on business exit planning and hourly billing arrangements.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.