Top values-based investing financial advisors in North Las Vegas, NV

Christopher Cruz is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. Prior to that, he was employed at Wells Fargo Clearing Services and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Jaquan Parks is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors and Bank of America. Outside of finance, he was involved with Smiles for Miles Delivery. 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 investment strategies for a range of individual and institutional clients.

Ronaldo Garcia is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has previously worked at Merrill and Bank of America. He has one year of experience at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Justin Mccullough is a financial advisor with Primerica Advisors in North Las Vegas, NV. He holds the Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at Tesla, Inc., Primerica Financial Services, and Hotspur Casino. He also has non-investment related business activities involving referrals for home security and automation products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and delivers advisory services through model-driven strategies and third-party portfolio managers.

Lanny Stout is a financial advisor with LPL Financial in North Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at National Planning Corporation for 14 years and Stout & Waner for 26 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives utilizing various strategies and operational tools.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder with six years of industry experience currently serving as an advisor at Telos Partners LLC. His prior roles include positions at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory work, Mr. Hughes owns and operates Peter Hughes Consulting, where he provides business valuation and improvement consulting, as well as Peter Hughes Coaching, focusing on performance and life coaching. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, business valuation, and ad hoc consulting. The firm employs a long-term, growth-oriented investment approach that incorporates both active and passive strategies and emphasizes alignment with clients’ values and comprehensive wealth management.