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Mark K

Series 63, Series 65

Radnor, PA

Wedbush Securities Inc.

Mark Kaskey is a financial advisor at Wedbush Securities Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Kaskey also operates MJB Wealth Management Group as a marketing name for his securities business at Wedbush Securities. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David H

Series 63, Series 66

San Diego, CA

Wedbush Securities Inc.

David Hirons is a financial advisor with Wedbush Securities Inc. in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Wedbush in 2018, he worked at RBC Capital Markets from 2014 to 2018. Outside of his advisory role, he works as an independent contractor and retail marketing consultant. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements, and provides clearing, custodial, and prime services tied to commodities and derivatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Thomas P

Series 63

Anchorage, AK

Wedbush Securities Inc.

Thomas Packer is a financial advisor with Wedbush Securities Inc. in Anchorage, Alaska. He holds a Series 63 designation and has 37 years of industry experience, having worked with Wedbush Morgan Securities Inc. since 1988. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, combining broker-dealer, capital markets, custody, clearing, and prime services across multiple asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Patrick L

Series 63

Modesto, CA

Wedbush Securities Inc.

Patrick Lettice is a financial advisor at Wedbush Securities Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Securities since 2013. He also has concurrent experience with Vulcan Securities LLC dating back to 2002. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services, combining brokerage and SEC-registered investment advisory capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Dwayne M

Series 63, Series 65, Series 66

Honolulu, HI

Wedbush Securities Inc.

Dwayne Maki is a financial advisor at Wedbush Securities Inc. with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Bank of America, Merrill, CUSO Financial Services, and Hawaiiusa Federal Credit Union. Outside of finance, he works as a freelance service technician for a body contouring machine. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services. The firm provides a range of managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and prime services tied to commodities and derivatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Cole P

Series 66

Denver, CO

Wedbush Securities Inc.

Cole Petersen is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Edward Jones and Brokers Guild, among others. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed account and commission-based arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jonathan N

Series 66

Newport Beach, CA

Wedbush Securities Inc.

Jonathan Norberg is a financial advisor at Wedbush Securities Inc. in Newport Beach, CA, holding a Series 66 designation with nine years of industry experience. He previously worked at Standard Investment Chartered from 2012 to 2017 before joining Wedbush Securities, where he has been since 2017. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, and capital markets. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lawrence B

Series 63

Pasadena, CA

Wedbush Securities Inc.

Lawrence Brown is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He has been with Wedbush Morgan Securities since 2002. He holds a Series 63 designation. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael K

Series 63, Series 65

Pasadena, CA

Wedbush Securities Inc.

Michael Krmpotich is a financial advisor at Wedbush Securities Inc. with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co. Inc. from 2013 to 2019. He is also president of MK Wealth Management LLC, a related investment business. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, combining capital markets, clearing, and prime services with managed account solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kevin J

Series 63, Series 65

Lake Oswego, OR

Wedbush Securities Inc.

Kevin Jordan is a financial advisor with Wedbush Securities Inc. in Lake Oswego, OR. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years with Wedbush. Outside of his advisory role, he is the owner of an investment-related LLC that manages rental properties. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors. The firm offers brokerage and SEC-registered investment advisory services, combining capital markets, clearing, custody, and prime services with managed account solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Collin M

Series 65, Series 63

Denver, CO

Wedbush Securities Inc.

Collin Mc Kenzie is a financial advisor at Wedbush Securities Inc. with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Charles Schwab and has held positions outside the financial industry, including roles at The Woodcreek Club and Pro-Clean Car Wash and Detailing. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering a combination of brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements and provides clearing, custodial, and execution services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Andrew E

Series 63

Pasadena, CA

Wedbush Securities Inc.

Andrew Eismont is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 license and bringing 31 years of industry experience. He has worked at Wedbush Morgan Securities Inc. since 2007 and Brookstreet Securities since 1999. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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William B

Series 63

Radnor, PA

Wedbush Securities Inc.

William Beard is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. He holds a Series 63 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Stifel Nicolaus & Co. Beard is also associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jacqueline C

Series 66

Pasadena, CA

Wedbush Securities Inc.

Jacqueline Cortez is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and nine years of industry experience. She has been with Wedbush Securities since 2016. Outside of her advisory role, she is a part-time real estate agent with Berkshire Hathaway Home Services. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting managed account programs alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Charles H

Series 63, Series 65

Pasadena, CA

Wedbush Securities Inc.

Charles Hilliard II is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Wedbush Securities dating back to 2017 and Kestra Investment Services, LLC from 2015 to 2017. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and investment advisory services, supported by capital markets, commodities, securities lending, and prime services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Eliza F

Series 66

Jersey City, NJ

Wedbush Securities Inc.

Eliza Forastieri Pitsikalis is a financial advisor at Wedbush Securities Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and UBS Banking USA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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James H

Series 63, Series 65

Pasadena, CA

Wedbush Securities Inc.

James Hennessy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wedbush Morgan Securities since 2007. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer functions with clearing, custody, and prime services, managing approximately $5.68 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael D

Series 63

Carlsbad, CA

Wedbush Securities Inc.

Michael Deluca is a financial advisor at Wedbush Securities Inc. in Carlsbad, CA, holding a Series 63 designation with 31 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account and commission-based arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Rodney G

Series 63, Series 65

Middleburg, VA

Wedbush Securities Inc.

Rodney Gray is a financial advisor at Wedbush Securities Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates Fiddlers Green Farm in Virginia, where he sells hay locally. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and investment advisory services. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting various managed account programs and commission-based brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ali M

Series 66

Pasadena, CA

Wedbush Securities Inc.

Ali Matin is a financial advisor at Wedbush Securities Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Wedbush Securities since 2015. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services, managing approximately $5.68 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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