Carnegie Wealth Management LLC

Richard Villosis is a financial advisor with Carnegie Wealth Management LLC and holds Series 63 and Series 66 designations. He has 12 years of industry experience, including seven years at Western International Securities, Inc. and over two decades as a process specialist at Marathon Petroleum Corporation. Carnegie Wealth Management serves individual and high-net-worth clients by providing tailored asset and portfolio management services. The firm manages predominantly non-discretionary accounts, using a combination of fundamental, technical, quantitative, and sector analyses alongside various asset-allocation strategies.

Thomas O'Connell is a financial advisor with Hilltop Securities Inc. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Prior to joining Hilltop Securities in 2023, he worked at Western International Securities, Inc. for 16 years. Outside of his advisory role, he is a limited partner in McConnell's Fine Ice Cream, a retail ice cream shop in Pacific Palisades, CA. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs and investment solutions through an open-architecture platform, with a notable capability in municipal bond strategies and custody services.

Doron Kochavi is a financial advisor at Carnegie Wealth Management LLC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Western International Securities, Inc. for nine years. Outside of advising, he is involved in non-investment activities including roles as a member and co-general partner in Individual Public Storage and ownership interests in rental property entities. Carnegie Wealth Management is a state-registered advisory firm serving individual and high-net-worth clients with customized asset and portfolio management. The firm manages client accounts primarily on a non-discretionary basis, using a combination of fundamental, technical, quantitative, and sector analyses across equity and fixed-income strategies.