Kristin Rathjen is a financial advisor with Wedbush Securities Inc. in Scottsdale, AZ, holding the PFS™ designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience and has been with Wedbush Morgan Securities since 2001. Outside of her advisory role, she is a partner in a handmade cards and invitations business and contributed to the overhaul of the PFP certification test for the AICPA. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting both discretionary and non-discretionary managed accounts.

Lori Callahan is a financial advisor at Wedbush Securities Inc. in Scottsdale, AZ, with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wedbush 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 wealth management, fixed income, commodities, securities lending, 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.