CFP®-certified advisors focused on general retirement 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.

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.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Amanda is also involved with Lucky Duck, a separate business activity. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by research and planning tools, and serves both retail and institutional clients with a range of advisory programs.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Livingston, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he works as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

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.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Thomas Mcintire is a CFP® with 33 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Irving, TX. His prior roles include positions at Cadent Capital, LLC, Insurance Planners & Advisors Group, and The Guardian Life Insurance Company. He serves as a board member and finance committee member for the Dallas Rotary Club Foundation, overseeing investments and supporting the foundation’s philanthropic efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.