James Biller is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes prior roles at Citigroup Global Markets, Citicorp Investment Services, and M.L. Stern & Co., LLC. Outside of his advisory work, he is involved with Biller Asset Management and is a partner in Pitney Ridge 578 LLC, an entity holding land for camping and hunting. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports both discretionary and non-discretionary portfolio management and operates with capabilities in custodial, clearing, and prime services.

April Young is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Wedbush since 2011 and previously worked at Wells Fargo Clearing. April is a partner at Delzio Young Financial Group, a wealth management business affiliated with Wedbush Securities. Wedbush Securities serves individual, high-net-worth, and institutional clients with a range of services including wealth management, fixed income, and capital markets. The firm offers both advisory and broker-dealer services, with portfolio management tailored to client objectives and risk tolerances.

Eleanor Pascalide is a financial advisor with Wedbush Securities Inc. in Pasadena, CA. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 26 years with Wedbush Morgan Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, securities lending, and capital markets, serving clients through discretionary and non-discretionary portfolio management as well as institutional research.

Arin Hovanesian is a financial advisor with Merit Financial Advisors in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 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 with a focus on long-term, diversified portfolios supported by an internal Investment Management team and customizable investment models.

Thomas Pohlen is a Series 65-licensed advisor with Wealth Management, bringing seven years of industry experience. He has worked at Retirement Plan Consultants since 2019 and previously held roles at Index Fund Advisors and Laurel Wealth Advisors. Outside of financial services, Pohlen is a regional director for a retirement plan back-office operations firm and is a passive co-owner of a commercial cleaning business. Wealth Management serves individuals, high-net-worth clients, and institutional clients such as defined contribution plan sponsors and other advisers. The firm uses broadly diversified, passively managed portfolios primarily consisting of no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy.

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 Lee is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wedbush since 2010 and previously spent nine years at UBS Financial Services. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports tailored portfolio management strategies and offers custodial, clearing, and prime services alongside research and securities lending activities.

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 Mcintosh is a financial advisor at Wedbush Securities Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including TD Ameritrade and Morgan Stanley. He also spent time at the Securities and Exchange Commission. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, capital markets, and advanced clearing and prime services.

Case Wagstaff is a financial advisor at Wedbush Securities Inc. with a Series 66 credential and one year of industry experience. His prior work includes positions at Charles Schwab Bank, Charles Schwab, and various roles in real estate and education. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, securities lending, and capital markets solutions tailored to client objectives and risk tolerances.

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.

Daniel Lemus is a financial advisor at AWM Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining AWM Capital, he worked at New York Life and was a student at Baylor University. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds by providing fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis. The firm uses an open-architecture platform and liability-driven investing framework to create customized portfolios incorporating mutual funds, ETFs, individual securities, and private placements.

Michael Cuddihy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes 12 years at Citigroup Global Markets and four years at Citicorp Investment Services. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm’s dual registration enables it to deliver both advisory and brokerage services, including discretionary portfolio management and institutional research.

Jean Kent is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and over 32 years of industry experience. She has worked at Wedbush Securities since 2005 and previously at Citigroup Global Markets from 2003 to 2005. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and offers custodial, clearing, and prime services.

Robert Mitchell is a financial advisor at ON Investment Management CO with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and VOYA Financial Advisors. Mitchell is also president of Mitchell Financial Solutions, where he is involved in insurance sales and agent training. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary investment solutions, often integrating third-party investment programs.

Hugo Silva is a financial advisor at Wedbush Securities Inc. with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Ally Invest Securities, Cetera Adviser Networks, TD Ameritrade, and JP Morgan Chase Bank. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

John Goodman is a financial advisor at Wedbush Securities Inc. with 41 years of industry experience. He previously worked at McDonald Partners LLC and Wells Fargo Clearing. Goodman is involved in multiple business activities, including serving on the boards of the Playhouse Square theater district and the Greater Cleveland Film Commission as a volunteer. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Leslie Ann Gutierrez is a financial advisor at Clifford Swan Investment Counselors with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm manages approximately $4.48 billion in assets, utilizing proprietary fundamental research and a long-term, diversified investment approach tailored to each client's objectives.

Robert Crawford is a CFP® with 30 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has held roles with LPL Financial and U.S. Financial Advisors LLC, and he operates Robert Crawford Consulting Services. Outside of advisory work, he also provides tax preparation services through The Accountancy. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.