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Evelyn P
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
Evelyn Paul is a financial advisor at Wedbush Securities Inc. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wedbush Securities since 2008. 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 provides a range of managed account solutions alongside commission-based brokerage arrangements.
Robert F
Series 63
Pasadena, CA
Wedbush Securities Inc.
Robert Friedman is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 32 years of industry experience. He holds the Series 63 designation and has been with Wedbush Morgan Securities since 2009. Outside of his advisory role, he works as a Medicare insurance agent with UnitedHealthcare. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering a wide range of brokerage and investment advisory services. The firm combines broker-dealer and capital markets operations with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.
Harrison G
Series 66
Pasadena, CA
Wedbush Securities Inc.
Harrison Gulla is a financial advisor with Wedbush Securities Inc. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Sotheby's International Realty, The Points Guy, and Marymount Manhattan College. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, 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.
Dreux M
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Dreux Mcnairy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 62 years of industry experience. He has been with Wedbush Securities since 1988, totaling 38 years at the firm. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures. The firm combines broker-dealer functions with capital markets, clearing, custody, and prime services, supporting a range of managed account and commission-based brokerage programs.
Jason C
Series 63, Series 66
San Gabriel, CA
Geneos Wealth Management, Inc.
Jason Campbell is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for J.P. Morgan Securities and JPMorgan Chase Bank for ten years. Outside of his advisory role, he is the owner of Florentia Viridis, a holding company, and acts as an independent representative for fixed insurance sales with various carriers. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and discretionary trading authority, with customizable portfolios and access to third-party money managers.
James B
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
James Biller is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 24 years of industry experience. He has been with Wedbush Securities since 2010 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns Biller Asset Management, an affiliated entity operating as a DBA for Wedbush Securities. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services. The firm combines broker-dealer, capital markets, and clearing functions, with a range of managed account solutions and other services across wealth management, fixed income, commodities, and securities lending.
April Y
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
April Young is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has been with Wedbush Securities since 2011. April is also a partner in DELZIO YOUNG FINANCIAL GROUP, a wealth management business affiliated with Wedbush Securities. Wedbush Securities serves a wide range of clients, including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across various asset classes and account types. The firm combines broker-dealer, capital markets, custody, clearing, and prime services, including commodities and derivatives, supported by multiple managed account and wrap fee programs.
Eleanor P
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Eleanor Pascalide is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Wedbush Morgan Securities since 2000. 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 platforms. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.
Arin H
Series 66, Series 63
Pasadena, CA
Merit Financial Advisors
Arin Hovanesian is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Bank of America, Merrill, and J.P. Morgan. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach using centrally managed sleeves and model allocations overseen by an internal investment team.
Thomas P
Series 65
Brea, CA
Wealth Management
Thomas Pohlen is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Wealth Management and has previously worked at Retirement Plan Consultants, Index Fund Advisors, and Laurel Wealth Advisors. Outside of finance, Pohlen serves as Regional Director for Retirement Plan Consultants and is a co-owner of Absolute Commercial Cleaning. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm emphasizes passive investment strategies using no-load mutual funds and ETFs, with a philosophy based on Modern Portfolio Theory and a long-term, buy-and-hold approach.
Scott M
CFP®, Series 63, Series 65
Pasadena, CA
Merit Financial Advisors
Scott Miller is a CFP® with nine years of industry experience, currently with Merit Financial Advisors in Pasadena, CA. His prior experience includes roles at Commonwealth Financial Network, The Bridgeway Group, and RNC Genter Capital Management. Miller is also the owner of Miller Financial Group, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering comprehensive wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.
Anthony L
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Anthony Lee is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wedbush Securities since 2010. 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 manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.
Enrico C
Series 63, Series 65
Monrovia, CA
BFC PLANNING, Inc.
Enrico Cacciapuoti is a financial advisor at BFC Planning, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berthel, Fisher & Company Financial Services, Inc., Kingswood Wealth Advisors, and First Heartland Capital Inc. He is also engaged in insurance sales as a side business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering fee flexibility and multiple program structures through a large network of independent advisers.
William M
Series 66
Pasadena, CA
Wedbush Securities Inc.
William Mcintosh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. He holds a Series 66 designation and has 19 years of industry experience, including a brief tenure at the Securities and Exchange Commission in 2017. He has been with Wedbush Securities since 2017. Wedbush Securities serves a diverse client base that includes individual, high-net-worth, foundation, and institutional investors. The firm offers a range of brokerage and SEC-registered advisory services, covering wealth management, fixed income, commodities, securities lending, capital markets, and prime services.
Case W
Series 66
Pasadena, CA
Wedbush Securities Inc.
Case Wagstaff is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and various real estate advisory firms. Wedbush Securities serves a broad client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes and investment solutions. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, managing approximately $5.68 billion in regulatory assets.
Jonathan W
CFP®, Series 66
Fullerton, CA
The AmeriFlex Group
Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.
Michael C
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
Michael Cuddihy is a financial advisor at Wedbush Securities Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at Citigroup Global Markets and a period of unemployment in 2020 before joining Wedbush Securities in the same year. 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 various asset classes and operates managed account and wrap fee programs alongside commission-based brokerage arrangements.
Jean K
Series 63
Pasadena, CA
Wedbush Securities Inc.
Jean Kent is a financial advisor with Wedbush Securities Inc. in Santa Rosa, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Wedbush Securities since 2005. 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, capital markets, and prime services functions, managing approximately $5.68 billion in regulatory assets.
Hugo S
Series 66, Series 63
Pasadena, CA
Wedbush Securities Inc.
Hugo Silva is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 designations and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Securities LLC, Cetera Adviser Networks LLC, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm manages approximately $5.68 billion in regulatory assets and provides a mix of discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.
John G
Series 63
Pasadena, CA
Wedbush Securities Inc.
John Goodman is a financial advisor at Wedbush Securities Inc. with 40 years of industry experience. He holds a Series 63 designation and previously worked for McDonald Partners LLC for 13 years. Outside of his advisory role, he serves on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm combines broker-dealer functions with clearing, custodial, and prime services, managing approximately $5.68 billion in regulatory assets.
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