Lynn Sperandeo has been a trailblazer throughout her entire decades-long career, serving as one of the first females to cross over from an assistant to becoming one of the most respected Financial Advisors on The Street. All of this at a time where an advanced career in this area didn’t go much beyond administrative support for women. Because of her hard work and vested interest in the success of the business, she was also the first woman to receive a percentage of a book working alongside one of her mentors, David Knott. Four years later he retired, but not before passing along his entire book to her and she hasn’t looked back.

Lynn is a straight shooter who provides her high-net-worth clients a mini family office style with a white glove approach. She firmly believes that building a connection with her clients beyond their investment preferences can foster enduring loyalty. This is a source of pride for her. Learning more about her clients' lives, understanding their families, and grasping their overarching goals not only fortifies her relationships but also equips her with additional resources to help clients achieve their financial and life objectives.

Lynn did her due diligence before signing on with Wedbush Securities after her nearly 20 years with B. Riley Financial in 2023. All the stars aligned for this transition and she said that it was the “right move at the right time to come to a firm that has so much potential.” As a Financial Advisor, she remains committed to paying it forward by mentoring individuals aspiring to excel in financial services. Additionally, she is a champion for women in the workplace, advocating for their advancement and success in financial services.

Lynn is a native New Yorker and has built a beautiful life that she thoroughly enjoys with her husband of more than 50 years. She spends her free time dining out and shooting pool at her home in New York’s Westchester County.

Harrison Gulla brings a unique blend of financial expertise and client-centered service to the wealth management field, driven by a mission focused on helping individuals achieve financial independence. With a commitment to crafting customized financial strategies, he ensures that these strategies not only align with his clients’ life goals but also provide a roadmap for securing a comfortable retirement and a foundation for navigating the golden years of their lives.

Motivated by a desire to make a meaningful impact, Harrison embarked on his journey in the financial services industry. He extends his expertise to clients across various industries, including doctors, lawyers, small businesses, retirees, and charitable organizations. Harrison’s dedication to securing financial independence and comfortable retirements, for individuals and corporations alike, guided him to Wedbush, where he harnesses the team and resources to provide valuable financial guidance.

Originally from New York City, Harrison now calls Los Angeles and the surrounding community home. When he’s not occupied at work or cheering on his favorite sports teams, the Clippers and the Rams, you can find Harrison hiking, skiing, golfing, sailing, or playing tennis.

RECOGNITION/MEMBERSHIPS

• Pasadena Chamber of Commerce member
• Rotary Club of Pasadena member

Jay Kornreich is Vice President, Equity Research covering the real estate investment trust (“REITs”) space. He began his career in financial analytics and sales at Bloomberg. His time spent there allowed Jay unique insight into the workings of the industry, granting him the skills to produce data-driven analysis to identify core differentiators and industry trends. Following his time with Bloomberg, Jay transitioned to Equity Research at Cantor Fitzgerald, where his interest in the REITs space grew. In 2019, Jay joined SMBC, advancing from Associate to Vice President and collaborating closely with Managing Director, Richard Anderson to build the REITs Equity Research platform together. The team moved to Wedbush Securities in 2023.

Along with Managing Director, Richard Anderson, Jay is entirely focused on producing top-tier analysis, a strategy that proves successful in providing thought-provoking research to facilitate relationships and lend critical insight to happenings within the industry. The team prides themselves on being a strong, trusted conduit between investors and management teams.

Jay received his bachelor’s degree from the University of Michigan. Originally from Arizona, he resides in Brooklyn, New York. Outside of work, Jay is an avid sports-enthusiast, ping-pong and basketball player and hiker.

Richard Anderson is a distinguished equity research analyst who has been making a name for himself on Wall Street for nearly 30 years. Beginning as a project engineer in the US defense industry, he transitioned to the equities business in 1996 and paved the way for a successful career covering Real Estate Investment Trusts (REITs) at firms like PaineWebber and Citigroup. In 2003, he joined Maxcor Financial, contributing to the development of a robust institutional REIT research platform, eventually leading to its acquisition by Cantor Fitzgerald. Following a successful nine-year tenure at BMO, Richard made the move to Mizuho between 2014 and 2018. Subsequently, he joined SMBC from 2019 to 2023, before ultimately finding his place at Wedbush Securities.
Richard is best known for exploring unconventional viewpoints, value-add perspectives, and recognizing that most industry classes can draw a dotted line back to commercial real estate.
Originally from Piscataway, NJ and now residing in Fair Haven, NJ, Richard holds a BS in Aerospace Engineering from the University of Maryland and an MBA in Finance from Monmouth University. He is an active dad, a lifelong drummer, and a committed philanthropist supporting charities like Memorial Sloan Kettering Cancer Center, DKMS, and the Make-A-Wish Foundation.

Craig Pirtle is Senior Vice President, Head of Business Development and Expansion Markets at Wedbush Securities. Founded in 1955, and built on a culture of entrepreneurship and innovation, Wedbush remains an independent, family-owned, fully diversified, self-clearing financial services firm and a true American success story. Craig joins Wedbush’s Wealth Management division to advance the firm’s growth strategy and internal and external development, remaining committed to his morals of basing each and every one of his decisions on quality and integrity.

Craig’s interest in financial services was sparked by his uncle who was heavily invested in the stock market. He recalls waking up on Saturdays to read the Wall Street Journal with him, and it was this experience that grew Craig’s interest in international events and worldwide politics, and the effects that these events have on the performance of the stock market. This interest ultimately led him to join the military, and he credits this same interest as his pull to join the financial services world upon the conclusion of his service. With his world-wise cultural exposure and his deep passion for finance, Craig brings a new, educated perspective to every room he enters.

With over 25 years of experience in the financial services industry, Craig formerly held executive roles at B. Riley Wealth Management, Nearside Asset Management Services, Morgan Stanley and Wells Fargo. He has been familiar with Wedbush since the start of his career, due to an encounter with Founder, Ed Wedbush, a national conference. It was here that Craig was exposed to the beginnings and evolution of Wedbush Securities.

After serving in the U.S. Army in the 2nd Infantry Division, Craig’s passion for assisting veterans grew and has shaped his life today. When he is not at work, you can find Craig exploring New England, the place he has long called home, or volunteering with Wounded Warriors Family Support, of which he’s served on the Board for over 15 years. He also enjoys all outdoor activities, including hiking and horseback riding, but Craig’s greatest joy comes from spending time with his family.

With a passion for capital markets and assisting clients with their financial success, Jeff’s business philosophy aims to cultivate, grow, protect, and pass on wealth to successive generations and charitable organizations. As Chartered Retirement Planning Counselor (CRPC), Jeff addresses the most common need for clients: financial planning for their future and retirement.

With upwards of 17 years in the finance industry, Jeff shares that joining Wedbush was a logical choice, as the firm best equips him to manage client portfolios and assist clients in reaching specific financial goals. Prior to joining Wedbush in 2023, Jeff started his career in finance at Morgan Stanley, before
moving to Stifel Nicolaus. After nine years there, he moved to Edward Jones for seven years, and is now an integral component of Wedbush. Through Jeff’s planning process, he works closely with specific experts in various areas, including estate attorneys, certified public accountants, and more. With these
connections and knowledge, Jeff supplements his own valuable expertise to provide clients with a ‘team’ of diverse professionals working together diligently for the common good of the client.

A California native, Jeff was born and raised in Ventura County before moving to Orange County to attend Cal State University, Fullerton, where he received his Bachelor of Arts. When Jeff was younger, he even resided in Maui, Hawaii, before moving back to the mainland. He then lived in Boise, Idaho for the following seven years, and, today, Jeff and his family now call Orange County home. Outside of work, Jeff enjoys spending time with his wife of almost 20 years and their three wonderful children.

Scott Devitt is a seasoned equity research analyst specializing in the broader internet space, with an emphasis in the e-commerce and online travel sectors. His interest in the tech space was sparked during his time spent at DELL as a Financial Analyst, where he supported the factory and sales division. Working for an ecommerce company before ecommerce became mainstream allowed Scott to witness firsthand the core differentiators and disruptive commerce models that would shape the industry. In 2000, Scott joined Legg Mason as an associate and quickly assumed coverage within the space. His expertise in recognizing emerging companies and understanding the underlying trends within the market later led him to successful tenures at Stifel Financial Corp. and Morgan Stanley. Throughout his career, Scott's core competency has been his ability to identify the themes that drive debates and ultimately impact stock performance.

Scott received his Bachelor of Business Administration in Finance from University of North Florida, and his Master of Business Administration in Finance from University of Georgia, Terry College of Business.

With an extensive background in financial services, Alec finds his passion serving individuals and families, working with them to find balance in their often-busy lives to establish a long-term financial plan and tackle the unknowns of preparing for retirement. In this development, Alec encourages consistent monitoring of investments, and works to tailor the wealth management experience for each individual that he works with. He values the relationships that he creates, as he holds trust and respect as first and foremost in each client interaction, striving each day to ensure that those he works with are satisfied and confident in their decisions.

A Washington native, Alec received his Bachelor of Business Administration in Finance and International Business and his Master of Business Administration in Finance from Gonzaga University. Now a full-time resident post-graduation, Alec is an integral member of the Seattle branch of Wedbush Securities.