Top income planning financial advisors in Las Vegas, NM

Larry Stoerner is a Series 66 licensed financial advisor with 27 years of experience, currently associated with Merrill in Santa Fe, New Mexico. His career includes 15 years at Bank of America, N.A., alongside his tenure at Merrill since 1999. Outside of his advisory work, he serves as Chairman of the Board of Elders for the Immanuel Evangelical Lutheran Church in Santa Fe. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kathleen Kerr is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and Securities America Advisors. Kerr also works as a financial advisor with Graystone Financial, focusing on asset management, financial planning, retirement planning, and portfolio construction. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm utilizes asset-allocation tools and risk assessments to build diversified portfolios across multiple investment types and supports legacy platform programs and third-party managed-account services.

Randal Egan is a financial advisor with Edward Jones in Santa Fe, NM, holding a Series 66 designation and 14 years of industry experience. He has been involved with Five Seasons Adventures since 2009. Outside of his advisory work, Egan is a musician at First Baptist Church in Santa Fe. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Peter Murphy is a Certified Financial Planner® with 19 years of industry experience. He has been with Financial Partners, LLC since 2016 and also serves as an instructor at the University of New Mexico and Santa Fe Community College. Additionally, he teaches Social Security and Medicare topics through Horsesmouth LLC. Financial Partners, LLC provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $181.7 million on a discretionary basis and employs a diversified investment approach tailored to client goals and risk tolerance.

Michael Robertson is a CFP® professional with 32 years of industry experience, currently affiliated with Mass Mutual Investors Services. He has been with Mass Mutual Investors Services and its related entities since 2003 and also has longstanding involvement with Hfg Advisors LLC. Outside of his advisory role, Robertson participates in business activities including individual life and health insurance and membership in an LLC that owns oil and mineral interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, goal-oriented planning engagements supported by technology tools, along with specialized programs such as estate-settlement and employer-sponsored planning.

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.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.