Seasoned advisors focused on founder/business owner 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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.

David Cade is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 20 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 42 years of industry experience. She holds a Series 63 designation and has worked at MAFG RIA Services, Inc. since 1994 and Mid-Atlantic Companies since 1981. BC Advisors, LLC provides investment advisory services, portfolio analysis, and consolidated performance reporting to a diverse client base including individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a fundamental analytical approach supplemented by charting and cyclical analysis, offering a broad range of investment strategies and regularly performing due diligence and account reviews.