Top life insurance needs analysis financial advisors in Paradise, NV

Niggelenn Holman is a financial advisor at LPL Financial with 14 years of industry experience. Prior to joining LPL Financial in 2025, Holman held roles at Bank of America, Merrill, Edward Jones, J.P. Morgan Securities, and JPMorgan Chase. Holman is also involved with Silver St. Schl. Svcs Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Clarizcel Perez is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at multiple organizations, including Mindoula Health and Boys Town, where she serves as an in-home family consultant supporting at-risk youth and their families. Perez has been with Transamerica Financial Advisors and affiliated firms since 2013. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models.

Ronald Hyde is a financial advisor at Navigator Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Securities America Advisors. Navigator Wealth Advisors is an independent registered investment adviser serving individuals, families, estates, trusts, and businesses. The firm provides discretionary portfolio management and written financial plans, primarily using ETF model portfolios tailored to clients’ objectives, risk tolerance, and time horizon.

Daurene Lee is a CFP® with 25 years of experience and the principal of GSP Financial Strategies, an independent advisory firm she has led since 2007. She holds a Series 63 license and is also a licensed real estate agent. Outside of financial advising, she is involved in fixed insurance sales and prepaid legal services. GSP Financial Strategies provides financial planning, consulting, coaching, and non-discretionary investment management to individuals, including high-net-worth clients, as well as business entities and retirement plans. The firm employs fundamental analysis to construct diversified portfolios and uses sub-advisers and third-party manager programs for specialized strategies.

Nasser Mehrzad is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Mehrzad LLC, a legal entity associated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Aden Partee is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Foundations Investment Advisors LLC and Alloy Investment Management, having previously worked at JEHM Wealth & Retirement, LPL Financial, and other positions. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through a large network of investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support using a range of investment products and third-party sub-advisers.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Jacob Binner is a financial advisor at BinnerInvestments with four years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides ongoing portfolio management and standalone financial planning for individual and high-net-worth clients. The firm’s investment approach combines multiple analytical methods to construct diversified portfolios and typically manages discretionary assets while delivering quarterly reports and written investment policy statements.