Large-firm, business succession planning financial advisors in Henderson, NV

Jeffrey Kinsler is a financial advisor with LPL Financial based in Henderson, NV, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial, he was with Securities America Advisors and Securities America, Inc. He also has a long-standing career with the Las Vegas Metropolitan Police Department. Additionally, Kinsler is involved with the Raiders Football Club LLC outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with a broad range of model portfolios and investment strategies, alongside extensive non-advisory financial products and partnerships.

Scott Mrozek is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vanderbilt Securities, Western International Securities, National One Tax Advisors, and Financial West Group. Outside of advising, he is a part owner of National One Tax Advisors and National One Insurance Advisors, and he is involved in a small local dessert business. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment solutions combining strategic asset allocation with fundamental and technical analysis, and it maintains a range of industry affiliations including a broker-dealer and insurance entities.

Thomas McBride is a financial advisor with Cornerstone Financial Advisors Ltd. in Henderson, NV, holding a Series 65 designation and 25 years of industry experience. He is also a partner at TG McBride CPA Ltd., an accounting firm where he spends the majority of his time. McBride has been involved with BMR Financial Advisors, Ltd. dba Cornerstone since 2000 and with his CPA firm since 2012. Cornerstone Financial Advisors Ltd. provides investment management and portfolio construction services to individuals, trusts, corporations, and small businesses. The firm’s approach follows Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies primarily using passively managed mutual funds and ETFs, with a preference for Dimensional Fund Advisors products.

Jeremy Lyons is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Cornerstone Wealth Management and Main Street Appraisals. Lyons also engages in life insurance client consultations and application processing outside of his advisory role. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing a mix of active and passive strategies tailored to client risk profiles.

Nicholas Strobelt is a financial advisor with Avalon Wealth Partners in Henderson, NV, holding a Series 65 credential and 16 years of industry experience. He has worked at Brookstone Wealth Advisors and First Choice Business Brokers, among other roles. Outside of advisory services, he is involved in environmental services through part ownership of Anver Environmental, LLC. Avalon Wealth Partners is an independent firm serving individuals, high-net-worth clients, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a variety of analytical techniques to create tailored investment programs and engages third-party managers to implement client strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

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.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.