Robert Friedman is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and previously held positions at First Wall Street Corp. and Crowell, Weedon & Co. Outside of his advisory role, Friedman acts as a Medicare insurance agent with UnitedHealthcare. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers wealth management, fixed income, commodities, and capital markets services, along with discretionary and non-discretionary portfolio management tailored to client objectives and risk profiles.

Ella Campbell is a financial advisor at AWM Capital, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors, LBA Realty, and Ernst & Young. AWM Capital, LLC advises high- and ultra-high-net-worth individuals, families, and private funds, providing fee-based investment management and comprehensive financial planning services. The firm uses an open-architecture platform and a liability-driven investing framework to create customized portfolios that may include mutual funds, ETFs, individual securities, separate account managers, and private placements.

Eric Nomura is a financial advisor with RBC Securities, Inc. based in Los Angeles, CA, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at City National Securities, Inc. and UnionBanc Investment Services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, delivering financial planning, portfolio management, and ongoing reporting. The firm is affiliated with a broad financial services group including an affiliated sub-advisor, RBC Rochdale, which manages investment strategies and portfolio implementation.

Kyle Ray is a financial advisor with American Century Investments Private Client Group, Inc. He holds the CFP® designation and has 24 years of industry experience. His prior roles include positions at American Century Investment Services, Steel Peak Wealth Management, Mutual Securities, Argosy Wealth Management, Mercer Global Advisors, Lighthouse Financial Services, and JPMorgan Securities. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. Their approach utilizes model portfolios managed by in-house teams and focuses on clients meeting a modest relationship threshold, primarily investing in proprietary mutual funds and ETFs.

Harrison Gulla is a financial advisor with Wedbush Securities Inc. based in Pasadena, CA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Wedbush Securities in 2022, Harrison worked in various roles including at Sotheby's International Realty and The Points Guy. 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 capital markets, with portfolio management tailored to client objectives and risk tolerances.

Dreux McNairy is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 62 years of industry experience. He has been with Wedbush Securities since 1988. McNairy also serves as Senior Vice President of The McNairy Group, a DBA for Wedbush Securities. 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, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management.

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 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.

Brandon Averill is a CFP® with 15 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior roles include positions at Penniall & Associates, Inc. and ownership of Athlete CEO Consulting, a marketing and business consulting firm. He is also involved in venture capital investing through AWM Ventures LLC and Averill Ventures LLC. AWM Capital is a multi-team registered investment adviser managing approximately $1.15 billion for high- and ultra-high-net-worth individuals and families. The firm emphasizes liability-driven investing and asset allocation, offering financial planning, retirement advice, business consulting, and asset management through a range of investment vehicles and affiliated private funds.

Margarita Perez is a financial advisor with RBC Securities, Inc. in Long Beach, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has previously worked at City National Securities, Inc., City National Securities, Cetera Advisor Networks LLC, and Financial Network Investment Corp. Outside of her advisory role, she is an assistant chef at a cooking school. 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 integrates investment management with a broad financial services group affiliated with a bank, offering discretionary portfolio management and financial planning.

Darlyn Corrales is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Securities, Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank, NA. 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 offers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified asset allocation strategies.

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.

Kenneth Thompson is a financial advisor at RBC Securities, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His prior roles include positions at City National Bank, TD Bank, N.A., Wilmington Trust Investment Advisors, Inc., and M&T Securities, Inc. He retired briefly in 2024 before returning to the industry. 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 offers financial planning and portfolio management, with investment management delegated to RBC Rochdale, which implements asset allocation strategies using mutual funds, ETFs, and other securities.

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.

Gregg Koutouvidis is a financial advisor with RBC Securities, Inc. in Los Angeles, CA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. RBC Securities provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management and financial planning with affiliated sub-advisory oversight and offers custodial and cash-management features within a broad financial services group structure.

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.