Top advisors focused on elder care planning in Nevada

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.

Jeremy Shih Chieh Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan entities since 2022. Outside of his advisory role, he is the owner and partner of Oyako PC, a technology business specializing in custom PC building and component refurbishment. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program.

Tanner Johnson is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has previous experience at LPL Financial and Smoky Hill Financial Group. Prior to his financial career, he worked in various roles including self-employment with DoorDash. Wells Fargo Advisors serves a wide range of clients, offering investment and fee-based financial planning services tailored to individuals, trusts, and institutions. The firm provides a broad planning menu and uses proprietary research and tools to develop customized recommendations.

Noah Kohl is a financial advisor with Ameriprise Financial Services, LLC in Rochester, NY, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LiveSmart Automation and MedicWest. He is also the owner of NJK Freedom, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Phillip Mahoney is a CFP® professional with over 33 years of experience in the financial services industry. He is currently with Mariner Advisor Network and has held prior roles at Legacy Wealth Planning and LPL Financial. Mahoney also facilitates client estate planning, assisting with appointment coordination and plan completion. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, and access to model portfolios and third-party managers, with a notable capability in retirement plan consulting.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with six years of industry experience. He has been with Legacy Wealth Advisors since 2013. Outside of his advisory role, he owns and operates a seasonal Christmas light installation business. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental long-term and technical analysis to implement strategies tailored to client objectives.

Hunter Conley is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to understand their financial priorities and develop strategies that address short-, mid-, and long-term goals. He provides guidance on investing, retirement planning, and saving for unexpected expenses, and coordinates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. With a focus on managing complex and competing financial demands, Hunter works one-on-one with clients to define their goals and tailor portfolio strategies accordingly. He offers ongoing advice and adapts financial plans as clients’ situations evolve. His expertise includes investment advisory services, retirement planning, and wealth management strategies. Hunter holds a bachelor's degree from the University of North Carolina System. He has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Austin Lastinger is a CFP® with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. He has been with Bailard since 2016, following four years at the University of San Diego. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a multi-asset investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies including sustainable, responsible, and impact investing.

Carol Gosho is a Certified Financial Planner® with 24 years of industry experience. She has been the principal advisor at Gosho Financial Group since 2011. The firm serves individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants by providing fee-based investment advisory services and non-discretionary financial planning. Gosho Financial Group employs a tactical allocation approach using fundamental, technical, and cyclical analysis to manage custom discretionary portfolios and offers educational seminars and plan-level consulting as part of its pension services.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.