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.

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.

Peter Wang is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as a statutory agent for WISE STEWARD CORPORATION, a fixed insurance sales business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering diversified portfolio management and financial planning services through a technology-driven, open-architecture platform.

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.

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.

Gary Gray is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His career includes roles at Avantax Advisory Services and Cetera, and he operates GFS, Inc., providing tax preparation and accounting services as an IRS Enrolled Agent. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm uses a strategic asset allocation approach with a combination of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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.

Kristoffer Fu is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and business entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple investment platforms and supervisory oversight.

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.

Leyton Bohren is a financial advisor at Lifeworks Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Lifeworks Advisors in 2025, he worked at Green Dot Bank and has a background that includes five years at Azusa Pacific University. Outside of his advisory role, he also works as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.

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.

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 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 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 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.