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.

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.

Leila Parvaneh is a financial advisor at Kinetic Investment Management, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank and JPMorgan Securities. Parvaneh is also an insurance agent with Kanani Financial & Insurance Services, where she provides advice and services related to insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm offers a range of investment approaches, including discretionary management that integrates various analytical methods and may include higher-risk, potentially illiquid investments when appropriate.

Earl Rideau is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Golden State Wealth Management since 2016 and previously worked at LPL Financial, LLC. Rideau also operates Earl B. Rideau, LLC, which serves non-investment-related business purposes. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses tailored portfolios through various analytic approaches and third-party managers, primarily providing discretionary portfolio management.

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.

Arynton Hardy is a financial advisor at Savvy with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Hardy Capital Investments, Bank of America, Merrill, and Axa Advisors. Outside of his advisory role, Hardy co-founded Nice Brew Co., LLC, a coffee and kombucha service, where he focuses on marketing and business strategy. Savvy provides customized discretionary and non-discretionary investment and wealth management to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blend of index-based core strategies and tailored approaches, including direct indexing with tax-loss harvesting, and integrates technology platforms and third-party resources to deliver its services.

Ashley Lamothe is a financial advisor with Snowden Capital Advisors LLC in Pasadena, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Vermilion Cliffs Partners/Cinnabar Operating from 2016 to 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and utilizes customized model portfolios as well as third-party managers to provide a range of investment solutions.

Malcolm Maclennan is a financial advisor with NFSG Corporation in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, FSC Securities Corp, and Oppenheimer. He is also involved in insurance sales as an agent. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, often employing third-party asset managers and delivering services on both a discretionary and non-discretionary basis.

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.

Jonathan Di Gerolamo is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and six years of industry experience, including prior roles at Finish Strong Financial Services and his family insurance business. He is based in Los Angeles, CA. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a multi-method investment approach with a long-term focus and offers educational seminars for clients.

Dustin Hansen is a financial advisor at RBC Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked previously at U.S. Bank, U.S. Bancorp Investments, Inc., Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo in various roles. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, offering financial planning, portfolio management, and ongoing reporting to clients.

John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

Shannon Loewenberg is a financial advisor at Wedbush Securities Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. 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 operates multiple managed account and wrap fee programs alongside commission-based brokerage arrangements and provides clearing, custodial, and execution services with a notable presence in commodities and derivatives.

Jared Goodman is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and bringing 12 years of industry experience. He worked at McDonald Partners for 12 years prior to joining Wedbush in 2025. Outside of his advisory role, he is involved in administrative and management duties related to commercial real estate and finance consulting through several related entities. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering a range of brokerage and SEC-registered advisory services. The firm provides managed account solutions alongside commission-based brokerage arrangements and operates clearing, custodial, and capital markets functions across multiple asset classes.

Joseph Rubinstein is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, with 34 years of industry experience. He has been with Wedbush Morgan Securities since 2004. Rubinstein holds Series 63 and Series 65 credentials. 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.

Robert Skillestad is a financial advisor with Wedbush Securities Inc. in Billings, Montana. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 17 years with Wedbush Securities. Outside of his advisory role, Skillestad is involved in several non-investment business activities, including membership in livestock and genetics companies and work related to cattle sales and promotion. Wedbush Securities serves a diverse client base, including individual and high-net-worth investors, foundations, and institutional clients, offering a range of brokerage and SEC-registered investment advisory services. The firm provides managed account solutions, clearing and custodial services, and operates businesses in fixed income, commodities, and capital markets.

Chun Yong Liu is a financial advisor at Kovack Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC for four years and Radio Free Asia for eighteen years. Outside of his advisory role, he is involved in fixed insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients including individuals, corporations, and pension plans. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Charlie Deaver is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He is also the owner and principal of Greyhawk Brokers LLC, a property and casualty and group benefit insurance firm. Prior to Sovran Advisors, he worked at Cornerstone Preferred Insurance for eight years. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of 53 advisors, offering tailored portfolio management and financial planning solutions using a combination of advisor-managed and model portfolios.

Lawrence Stone is a financial advisor with Mutual Advisors, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2017 and previously spent 18 years at National Planning Corporation. Outside of his advisory role, Stone serves as a board member and investor for Endera Corporation, a company focused on turnkey electric vehicle solutions and software. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, including high-net-worth clients, institutional investors, trusts, and retirement plans, offering a range of services such as asset management, financial consulting, and ERISA plan advisory. Its investment approach combines passive and active strategies tailored to client objectives, with portfolios typically reviewed quarterly.

Steven Schwary is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 33 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Wells Fargo Advisors. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides both discretionary and non-discretionary managed accounts alongside commission-based brokerage arrangements.