Because he views business as an extension of human character, David holds each client’s values, needs and goals as unique. His business philosophy stems from understanding, as he believes that his role as an advisor is to help clients navigate their personal opportunities, changes and challenges and create a strategic wealth plan that reflects what is important to them.

With an extensive 30+ year background in finance, David is part of the ever-growing Pasadena office. Prior to joining Wedbush in 2022, David served as Senior Vice President at Hilltop Securities, where he was an active member of Hilltop Securities’ Leadership Council. He spent 12 years with M.L. Stern as Vice President and head of their Retirement Department. When the firm merged with Southwest Securities in 2008, David served seven years as Senior Vice President and was a member of their President’s Council. He also worked for T. Rowe Price for four years in their Retirement Plans Group to start off his financial career. His experience with retirees from a wide array of professions and careers provides David with a rare ability to find solutions to protect, provide and transfer wealth efficiently. Further, David brings with him knowledge of tax law, a study that allows him to achieve expertise in tax-qualified accounts such as 401ks, IRAs, and profit-sharing plans.

David is originally from Huntsville, Alabama, but currently splits his time between his two favorite places in the United States: Los Angeles and Las Vegas. His Alabama roots shaped him into an avid SEC football fan, while his 30 years in Southern California did much to establish a foundation for his financial career. In Las Vegas, he is an active board member of the GiveNV Charitable Foundation, focusing on helping the local community, and enjoys the active lifestyle that both Las Vegas and Los Angeles provide.

Chad Collins
CEO
CA Insurance Lic. #0C13616

Working with clients to provide customized and tailored solutions to protect their wealth is at the core of the Stone Beacon Capital approach. As CEO, Chad Collins is a multi-generational advisor that creates strong relationships with his clients of all income levels. He builds and monitors portfolios to establish and maintain safe and reliable income streams that will support their respective lifestyles during their careers, throughout retirement, and through wealth transfers. He takes this same approach with businesses to create benefit plans for their workforce.

Shari Hughes
Chief Operating Officer
CA Insurance Lic. #0L39924

Working with clients to provide customized and tailored solutions to protect their wealth is at the core of the Stone Beacon Capital approach. As Chief Operating Officer, Shari specializes in client services, investment processing, operations, and compliance. She applies her client-first approach to help people and businesses invest their money by maximizing their potential and eliminating debt, while always tailoring each of her plans to the client’s unique needs and best interests.

OUR LOCATION

Working with clients to provide customized and tailored solutions to protect their wealth is at the core of the Stone Beacon Capital approach. As CEO, Chad Collins is a multi-generational advisor that creates strong relationships with his clients of all income levels. He builds and monitors portfolios to establish and maintain safe and reliable income streams that will support their respective lifestyles during their careers, throughout retirement, and through wealth transfers. He takes this same approach with businesses to create benefit plans for their workforce.

Chad launched Stone Beacon Capital in 2017 after 20 years’ experience with both Wells Fargo Advisors and Merrill Lynch, to provide his clients with comprehensive wealth management solutions. He works with individuals, businesses, as well as nonprofit organizations, and specializes in Advisory Accounts, portfolio management, benefits planning, and more. While at his previous firms he was named to the prestigious President’s Counsel and Chairman’s Club, respectively, being recognized as one of their elite financial advisors.

Chad received his Bachelor’s degree in Economics from Whittier College and earned his Chartered Mutual Fund Counselor distinction (CMFC®). His family were founding members of San Elijo Hills in 2000 where he currently resides with his wife Janelle and their five children, Brandon, Brooke, Blake, Bretton, and Brycen. When he’s not spending time with his family, Chad is very active in his community and is a strong proponent of area youth philanthropic endeavors, including Boys & Girls Club of Sam Marcos, Rady Children’s Hospital, and more. He believes that giving back, especially locally, helps lift up your neighborhoods.

The job of an advisor is one of immense trust and responsibility, which includes working with clients to customize solutions tailored for their individual goals and needs. In his role as Managing Director of Investments, Johnathan’s passion is about helping his clients achieve their specific objectives no matter how big or how small.

Jonathan joined Wedbush Securities in 2022 in its growing Pasadena office. He brings nearly 15 years in financial services to the firm, where his specialization of Fixed Income, catering to his discerning clients and their specific investment needs. His career as a financial advisor began in 2007 with M.L. Stern & Co., which merged into Southwest Securities in 2008, and subsequently acquired by Hilltop Securities Inc. in 2015. He basically remained at the same company his entire career, until making the decision to come to Wedbush. He did so because he felt strongly about the firm’s Fixed Income desks on both coasts that could provide his clients more opportunities to reach their investment goals.

He currently is bi-coastal, living in Georgia and Pasadena. When not spending time with his fiancé and children, Jonathan enjoys boxing and golfing.

Ensuring his clients are on the right track to meet their financial and retirement goals is at the center of Ryley’s business philosophy. He makes it a priority to educate each client and ensures that they are confident with the foundation being laid for their financial futures. With a fine detail on relationship building and trust, Ryley has come to learn that helping his clients is of the utmost importance within the financial services industry.

Prior to joining Wedbush in 2021, Ryley spent time at AXA Advisors, LLC as a Financial Services Consultant specializing in public school teachers and staff. Finance and the stock market have always been a passion of Ryley’s, and there’s nothing more interesting to him than trading, investing, and the financial world as a whole. After seeing the fulfillment and success his close friend had in the finance industry, Ryley decided to take the opportunity and pursue this passion. “I fell in love with the business,” he says. One thing he has learned along the way is the importance of relationship building and trust, especially in Hawaii. Ryley continuously sets his clients up for their best financial futures and believes wholeheartedly in the power of helping those he works for.

Originally from California, Ryley has spent the last 11 years making Hawaii his home. He enjoys staying active and living in Honolulu allows for many fun hobbies. When Ryley isn’t working, he likes working out, surfing, hiking, yoga, and rock climbing.