Jacqueline Cortez is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation with 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 in Downey, CA. 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 solutions. The firm’s services include discretionary and non-discretionary portfolio management, institutional research, and clearing and prime brokerage capabilities.

Charles Hilliard II is a financial advisor at Wedbush Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill, Kestra Investment Services, and Morgan Stanley. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of solutions including wealth management, fixed income, commodities, and securities lending, with portfolio management tailored to client objectives and risk tolerances.

Marshall Huddleston is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently affiliated with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held positions at firms including OSAIC, Sagepoint Financial, Cetera Advisor Networks, Girard Securities, and Penn Mutual Life. The AmeriFlex Group offers investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, using multiple program platforms and custodial arrangements to implement tailored strategies. The firm serves clients through a network of advisory affiliates and emphasizes manager-of-managers approaches and ongoing monitoring of third-party money managers.

John Bettfreund is a financial advisor at B.B. Graham & Company, Inc. with 36 years of industry experience. He has been with B.B. Graham since 2014. B.B. Graham & Company, Inc. provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary asset management, and frequently utilizes third-party asset managers and sponsored wrap programs.

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.

Kristina Ponomareva is a Series 65-licensed financial advisor with Virtue Capital Management, LLC. She has one year of industry experience, previously working at Financial Alliance & Insurance Solutions and holding roles at California State University and Bickerstaff Athletic Center. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm employs a combination of active tactical, strategic, and quantitative strategies, offering portfolio management, financial planning, and client education to tailor solutions to clients’ objectives and risk tolerances.

Richard Magdaleno is a CFP® and ChFC® with 22 years of industry experience. He has been with Latitude Advisors, LLC since 2010 and also maintains a role with GWN Securities Inc. Magdaleno has served as a volunteer board member of the Corona Del Mar Chamber of Commerce. Latitude Advisors serves individual and business clients, including high-net-worth investors, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a mix of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model implementations.

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 at Wedbush Securities Inc. in Pasadena, CA, with 36 years of industry experience. He has held roles at Wedbush Morgan Securities since 2007 and previously worked at RBC Capital Markets from 2002 to 2007. Hennessy holds Series 63 and Series 65 licenses. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering a range of investment advisory and broker-dealer services including portfolio management, fixed income, commodities, and research. The firm is noted for its dual registration as both an adviser and broker-dealer and provides custodial, clearing, and prime services.

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 with Wedbush Securities Inc. in Pasadena, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Wedbush Securities since 2015 and previously spent a year with Wells Fargo Clearing. 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.

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 with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 designations and seven years of industry experience. Her previous roles include positions at Commonwealth Financial Network, Morgan Stanley, and TD Ameritrade. 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 solutions alongside discretionary and non-discretionary portfolio management.

Jared Goodman is a Series 66-licensed financial advisor with Wedbush Securities Inc. in Pasadena, CA, bringing 12 years of industry experience. Prior to joining Wedbush in 2025, he spent 12 years at McDonald Partners. Outside of his advisory role, he serves as president of Goodman Wealth Advisors and is involved in commercial real estate finance consulting. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary portfolio management and institutional research, supported by custodial, clearing, and prime services.

Kristoffer Fu is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked for 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, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers access to a broad range of investment products and specialized service platforms.

Joseph Rubinstein is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at UBS Financial Services from 1999 to 2004 before joining Wedbush Morgan Securities, where he has been since 2004. 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, including discretionary and non-discretionary portfolio management.