Alex Froloff is an experienced financial advisor dedicated to designing and implementing customized retirement plans for his clients so they can pursue personal goals while building generational wealth. He has built his career as a financial advisor who is passionate about breaking down complicated financial concepts for business owners so they can plan for retirement and secure the financial future of their families.
Alex currently serves as a Financial Consultant within Wedbush’s Wealth Management division, bringing experience from his previous roles at Merrill Lynch and Principal Securities, Inc., where he spent time as a principal advisor managing retirement and pension plans.
Originally from San Mateo, California, Alex now resides in Los Angeles’ South Bay, where he spends time with his son and coaches football and baseball. Alex earned his bachelor’s degree from the University of California, Santa Barbara.
Jon Underkofler is a Senior Vice President and Market Manager at Wedbush Securities, where he focuses on developing comprehensive, integrated wealth management strategies based on a deep understanding of his clients’ unique perspectives and values. With almost 30 years in finance, Jon is well-versed in banking, investment management, and financial planning, and maintains a steadfast commitment to guiding his clients through complexity and uncertainty within their financial endeavors.
In his role as the Market Manager overseeing the Central-West Region, Jon brings extensive experience from his previous roles at Bernstein Private Wealth Management, BNY Wealth, JPMorgan Chase, and Wells Fargo. Jon provides comprehensive wealth management to entrepreneurs, corporate executives, and families while serving as an advisor to endowments and foundations. He specializes in complex M&A transactions as a certified Exit Planning Advisor (CEPA®), is an Accredited Asset Management Specialist (AAMS®), and also holds a Chartered Retirement Planning Counselor (CRPC®) certification.
Underkofler attended Arizona State University studying economics and then went on to further his education at Northwestern University, earning a master’s degree in finance. As an avid supporter of several non-profits across metropolitan Denver, Jon is passionate about family and community. He lives in Highlands Ranch Colorado with his wife and children, where they enjoy boating, skiing, hiking, and mountain biking.
Yun Zhong, PhD, is a senior research analyst specializing in biotechnology. Before joining Wedbush, he served as a vice president on the biotech team at Jefferies and held senior biotech analyst roles at Janney Montgomery Scott, Berenberg Capital Markets, and BTIG. Yun's expertise spans orphan diseases, genetic medicine, hematology, neuromuscular diseases, and metabolic disorders. His career began at Cowen and Company, followed by a position at SunTrust Robinson Humphrey.
Yun earned his PhD in neuroscience and molecular biology from Rockefeller University and holds both an MS and a BS in biophysical engineering from Osaka University in Japan. His strong technical background and genuine interest in the scientific aspects of biotechnology allow him to understand therapeutic mechanisms at a molecular level, providing a more objective and differentiated perspective. Yun is particularly focused on gene therapy and genetic medicine, areas where he remains optimistic about its potential to offer significant advancements in patient care.
Mike McCall began his career in financial services in 1993 and has since become a distinguished advisor in the field. As a Retirement Income Certified Professional® (RICP®), Mike is well-versed in all aspects of planning for and living in retirement. He provides customized, comprehensive wealth management strategies tailored to each client’s unique needs.
Currently serving as the Market Area Manager for the Northeast and Mid-Atlantic regions at Wedbush Securities, Mike brings a wealth of experience from his previous roles at B. Riley Financial and Raymond James & Associates Inc. His focus areas include working with large institutions, families, and business owners, specializing in retirement income and health and life insurance.
Mike holds a Bachelor of Arts degree from the University of Delaware and lives in Wayne, Pennsylvania, with his wife and three sons. He is very active in youth sports, both coaching and coordinating, and enjoys running, playing tennis and basketball, and spending quality time with family and friends.
Mike Connelly is a seasoned professional in the financial services industry, bringing over 40 years of experience to his role as Vice President, Investments at Wedbush Securities. Specializing in wealth management, Mike helps his clients achieve their financial goals through personalized and comprehensive planning. His expertise spans across various financial products and services, ensuring clients receive well-rounded and informed advice.
Throughout his career, Mike has demonstrated a strong commitment to staying abreast of industry trends and regulatory changes. This dedication allows him to provide clients with up-to-date and relevant financial strategies. Known for treating his clients like friends and maintaining long-term relationships, Mike creates tailored solutions that address the unique needs of each client. He honed these skills at his previous firms such as B Riley and Raymond James and Associates Inc. His approach and business philosophy cultivates a sense of familiarity and trust, ensuring clients know he takes a personal approach in best serving them.
Mike holds a Bachelor of Arts degree in economics from LaSalle University. As a long-term resident of Ambler, Pennsylvania, Mike enjoys spending time with his five grown children and grandchildren. Additionally, he holds a pilot’s license and is deeply involved in his community, serving on the board of The Philadelphia Chamber Ensemble for over 20 years, a professional performing group he considers to be a second job.
Lisa Marcelli is a seasoned professional in the financial services industry. With over 30 years of experience as a financial advisor, she implements unique and comprehensive investment strategies for individuals and families and assists her clients in navigating life events as they arise. With her own breadth of advising experience and Skyward Financial’s extensive capabilities, Lisa acts in her client’s best interest to help them achieve their financial goals.
Throughout her career, Lisa remained steadfast in her commitment to long-term wealth management and developing long-lasting, multigenerational relationships with her clients. She is a strong advocate for financially educating women and is passionate about providing financial guidance to empower, educate, and inspire women to lead financially secure lives. As a longtime resident of Houston, Lisa has served her community for over 30 years and honed her experience at previous firms such as B. Riley Financial and Sanders Morris Harris Inc. Her journey led her to join Skyward Financial as Managing Director, where she has cultivated a team and culture that empowers her to address client needs with all the capabilities necessary to create bright financial futures.
Lisa holds a Bachelor of Arts in Economics from the University of Texas, Austin.
Raju Alluri is Vice President, Investments at Wedbush Securities, where he focuses on cultivating deep and valued relationships with his clients. With a significant track record in the industry, Raju has refined his client-first approach, emphasizing intellectual rigor, tailored solutions, and a steadfast commitment to service. His passion lies in delivering exceptional financial advice, counsel, and execution in a disciplined, proven, and transparent manner, effectively helping clients pursue their goals.
Specializing in serving busy professionals such as doctors, corporate executives, and IT leaders, Raju addresses the complex financial needs of clients who have successful careers but limited time or knowledge to plan for their financial future. His investment approach involves constructing diversified portfolios with strategies designed to manage and mitigate risk effectively. Before entering the financial services industry, Raju enjoyed a successful career with leading multinational companies, including Ashland Inc., Valvoline, and TOTAL, where he held senior business leadership roles in both India and the US.
Originally from India, Raju moved to the U.S. in 2010 and has been based in Lexington, KY, for the past 14 years. He earned his MBA from Andhra University and completed a Senior Management Program at IIM Ahmedabad in India.
Joel's financial services career is defined by a commitment to coaching and development. He firmly believes in the power of listening, enabling individuals to discover their true goals, and is dedicated to guiding advisors toward enduring success. With a philosophy grounded in teamwork, Joel recognizes the significance of cultivating dynamic teams that directly enhance the client experience.
Joel's 30-plus years in the financial services industry has seen him excel in various roles, from Financial Advisor to Branch Manager, Complex Director, and Regional Director. Currently, he serves as the Market Manager of the Southeast market for Wedbush Securities. His journey began at Merrill Lynch, where he developed a passion for helping advisors grow and thrive, culminating in his role in rewriting the training program at UBS and serving on the UBS Leadership Advisory Council. Joel's ability to attract top talent underscores his belief that excellence starts with having the best people on your team.
A graduate of Wake Forest University, Joel is a proud veteran who served as an Infantry Officer in the US Army. He continues to support fellow veterans as a board member of Bastion, a non-profit organization aiding wounded veterans and their families, and has served as a trustee on the board of directors for the Greater New Orleans YMCA. Joel and his wife, Mary, have been together for 30 years and have two children, Joel and Celia.