Henderson, NV Village Walk Drive Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

42

Of 16,976 advisors across 1,869 offices

Location

2225 Village Walk Drive, Ste 199, Shops at Green Valley Ranch

Henderson NV 89052

Advisors at this office

42

Advisors at this office

Artem R

Series 66

Henderson, NV

Fidelity

Artem Rusakov is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he advocates for clients to ensure that financial plans are tailored to meet the unique needs of their families. Artem collaborates with clients to build financial plans, identify improvement strategies, and develop approaches for additional financial goals. Artem's experience spans various positions within Fidelity Investments, including roles as Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he held banking positions at Keybank and Wells Fargo. He holds insurance licenses for Arkansas and California. Outside of his professional career, Artem's personal interests include comedy, movies, and skiing.

General retirement planning Income planning Wealth management Cash flow / budgeting
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Stephanie B

Series 66

Henderson, NV

Fidelity

Stephanie Baker is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at North Davis Cabinet for 13 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

Charitable giving & philanthropy Active portfolio management

Dylan V

Series 66, Series 63

Henderson, NV

Fidelity

Dylan Viall is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals. He has experience in various roles within Fidelity, including Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, progressing through these positions since 2022. Throughout his career at Fidelity, Dylan has focused on building strong client relationships by understanding their motivations and addressing their concerns. His professional journey reflects a commitment to leveraging Fidelity's diverse range of offerings and strategies to support clients' financial objectives. Outside of his professional role, Dylan has interests in baseball, beach activities, comedy, fitness, and football.

Wealth management Passive / index investing Active portfolio management Financial Professional

Ryan H

Series 63, Series 66

Henderson, NV

Fidelity

Ryan Hafen is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is focused on helping clients develop both short- and long-term financial plans to work toward their financial goals. Prior to this role, he has held various positions at Fidelity Investments including Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative, and Customer Relationship Advocate, gaining experience in client relationship management and investment solutions since 2021. Ryan's approach emphasizes client confidence and understanding of their financial plans. Outside of his professional work, he is interested in board games, family activities, football, social events with friends, and golf.

Wealth management

Jeffrey J

Series 63, Series 66

Henderson, NV

Fidelity

Jeff Juarez is a Planning Consultant at Fidelity Investments, where he collaborates with a team of advisors to work directly with clients. In his role, he focuses on co-creating financial road maps to help clients achieve long-term financial success. Jeff emphasizes a step-by-step planning process aimed at building strong relationships and tracking progress over time. Jeff joined Fidelity Investments in 2023 and has held several roles within the company, including Customer Relationship Advocate and Investment Solutions Representative 1. This experience has provided him with a broad understanding of customer service and investment solutions. Outside of his professional work, Jeff enjoys engaging in family activities, fitness, music, snowboarding, soccer, and traveling.

General retirement planning Income planning Retirement income strategy Consultant

Alexander S

CFP®, Series 66

Henderson, NV

Fidelity

Alex Soeth is a Financial Consultant currently working at Fidelity Investments since 2022. Prior to this role, Alex served as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Alex holds the designation of CERTIFIED FINANCIAL PLANNER™ Professional and possesses a California Insurance License. Alex focuses on holistic financial planning by understanding each client's unique situation to provide guidance tailored to their financial goals, concerns, and preferences. Transparency and an excellent client experience are central to Alex's approach. Outside of professional activities, Alex enjoys beach activities, concerts, fitness, music, snowboarding, and surfing.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting

Jason L

CFP®, Series 66

Henderson, NV

Fidelity

Jason Litwin is a Financial Consultant currently working at Fidelity Investments since 2024. He has held roles at Fidelity Investments since 2022, including Investment Consultant, and previously served as a Financial Consultant Partner and Financial Consultant Academy Representative at Charles Schwab from 2019 to 2022. Jason focuses on guiding clients through the financial industry and markets by partnering closely with them to understand their objectives and leveraging Fidelity's resources for individualized financial planning. He holds a California Insurance License. Outside of his professional work, Jason has personal interests in camping, cooking and baking, fishing, football, snowboarding, and traveling.

Wealth management

Braden O

Series 66, Series 63

Henderson, NV

Fidelity

Braden Olsen is a Financial Consultant at Fidelity Investments, where he assists clients in working towards their financial goals. He collaborates with clients to build tailored financial plans utilizing Fidelity's range of offerings and resources, aiming to help individuals feel confident throughout their financial journey. Braden's experience at Fidelity Investments includes roles as an Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, spanning from 2022 to the present. This progression reflects his growing expertise in financial consulting and investment services. Outside of his professional work, Braden enjoys golf and snowboarding.

Wealth management

Jennie L

CFP®, Series 63, Series 66

Henderson, NV

Fidelity

Tricia Landefeld is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2008. She has been with Fidelity since 1996, progressing through various roles including Insurance Investment Consultant, Senior Investment Consultant, and Private Access Relationship Manager. Her experience encompasses a broad range of client needs within the financial services industry. Tricia holds a California Insurance License and focuses on educating clients to create a sound financial picture, aiming to build comfort and trust in their financial advisory relationships. Outside of her professional work, she has interests in motorcycles and pets.

General retirement planning Wealth management

Jerry C

Series 63, Series 66

Henderson, NV

Fidelity

Jerry Cortes is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He is focused on helping individuals and families develop personalized financial plans tailored to both short-term and long-term goals. Jerry provides resources and insights to support clients in making informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Solutions Representative II, Investment Solutions Representative, High Networth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Jerry worked at Discover Financial Services as an Advanced Verification Analyst and at Zions First National Bank as a Lead Teller. Outside of his professional work, Jerry is interested in family activities, parenthood, reading, and traveling.

General retirement planning Income planning Retirement income strategy Cash flow / budgeting Parents Young Families

Cesar G

Series 66

Henderson, NV

Fidelity

Cesar Guerrero is a Planning Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and priorities. In his role, he aims to provide a collaborative experience that supports clients in making informed decisions about their financial futures. Prior to becoming a Planning Consultant in 2026, Cesar held positions at Fidelity Investments as a Relationship Manager from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Through these roles, he has gained experience in client relationship management and financial planning. Outside of his professional work, Cesar has interests in spending time at the beach, enjoying food, watching movies, and running.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management

Jeffrey T

Series 63, Series 66

Henderson, NV

Fidelity

Jeffrey Tuckett is a Planning Consultant at Fidelity Investments, where he assists clients in navigating financial planning processes. He focuses on making financial planning less overwhelming and more actionable by maintaining clear conversations centered on clients' priorities. Jeffrey helps clients translate their long-term goals into practical steps, supporting them as their plans evolve. His professional experience includes roles as a Planning Consultant at Fidelity Investments in 2026, a Financial Representative at the same firm from 2023 to 2026, and a Life Insurance Broker at Guidetoinsure in 2023. Jeffrey emphasizes clarity and transparency, helping clients understand their financial options in a way that is relevant to their everyday lives. Outside of his professional work, Jeffrey is interested in family activities, football, social events with friends, golf, and movies.

General retirement planning Wealth management Cash flow / budgeting
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Alexander H

Series 66

Henderson, NV

Fidelity

Alexander Harmon is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering his advisory career in 2025. Prior to this role, he worked at Zoetis, Cencora, and Nippon Express USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Mark G

CFP®, Series 63, Series 65, Series 66

Henderson, NV

Fidelity

Mark Gines is a financial advisor with Fidelity, holding CFP® and multiple securities licenses, and has 24 years of industry experience. He has worked at Fidelity Investments and its affiliated entities since 2010. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it plays a formal advisory role for multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management

Gregory N

Series 63, Series 66

Henderson, NV

Fidelity

Greg Nickel is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals serving the Southern Nevada community. In this role, he focuses on creating an environment that promotes teamwork and continuous development with the client in mind. Greg has extensive experience at Fidelity Investments, having served as Director and Team Leader for Investment Management Consulting from 2020 to 2023 and as Director and Team Leader for WPA from 2012 to 2020. His leadership centers on building relationships, emphasizing financial planning, and utilizing Fidelity's resources to assist clients in working towards their financial goals.

Wealth management Active portfolio management Financial Professional
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