Mark has dedicated his 29-year career to delivering personalized investment services for his clients. He leverages his expertise in integrated wealth management and planning services, designed for high net-worth individuals, families, and businesses. Prior to joining Wedbush Securities, Mark spent the past 13 years as Managing Director of Investments at Wells Fargo Advisors, and the previous 15 years between Morgan Stanley and Merrill Lynch.

Mark lives in Gladwyne, Pennsylvania with his wife of over 25 years, Debbie who is a Pre-School teacher. The couple has four daughters; the eldest lives and works in New York City, the second is a Senior at the University of Michigan, and the younger two are in high school. In his free time, he enjoys quality time with the family and giving back to his community.

RECOGNITION/MEMBERSHIPS

• Jewish Family and Children’s Services
• Jewish National Fund
• Tay-Sachs & Allied Diseases Association of the Delaware Valley
• Our Closet of the Greater Philadelphia area

Nicholas “Nick” Bonaccini began his financial services career right here at Wedbush. After receiving his series 7 and 66 licenses, he became a partner with his father, Paul Bonaccini, who has more than 30 years in the financial services business. Nick continues the rich family tradition of providing risk managed investment strategies for individuals and families to create inter-generational wealth. Prior to joining Wedbush, he worked for several years in customer-centric roles, account management and sales. This experience taught him that relationship building is the cornerstone to any and all client facing roles, especially one as a financial advisor.

Nick is committed to using his experience and knowledge to educate clients and help them make informed investment decisions. He has a penchant for working with those just getting started on their investment journey, as well as those who have a solid foundation in reaching their retirement goals.

Nick resides in the Traverse City area and in his free time enjoys spending time outdoors, golfing, boating, and biking during the summer. He’s also a fan of cooking and baking. Since the age of 10, one could often find him at his friend’s family general store on the weekends helping make donuts, jams, and sauces.

RECOGNITION / MEMBERSHIPS

• Young Entrepreneurs Across America (“YEAA”)
• Traverse City Chamber of Commerce
• Traverse City Young Professionals
• Northern Michigan Junior Achievement
• Alpha Kappa Psi, Professional Business Fraternity
• Special Olympics Michigan – Ice Sports Volunteer
• T.C. Auto Enthusiasts

As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With over 40 years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.

I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.

Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

As one of the top ranked private wealth managers in the country, Pathfinder holds the skills and extensive experience to provide holistic advice, and innovative solutions to help clients preserve, manage, and grow their wealth for generations to come.

We take an "independent" approach to advising the clients we work with. This means we utilize an "open architecture" platform to provide our clients resources and investment solutions, wherever they can be found. Simply put this means we use our extensive institutional network to bring ideas, investments, and resources to our clients, regardless of where they come from or what institution we partner with to deliver them.

Ensuring your wealth serves your true aspirations. At Pathfinder, we work one-on-one with you to listen and understand your current situation, challenges and goals. Then we help formulate a comprehensive plan to achieve your vision for the future.

Our Team

Rick Blosser
Managing Director, Investments

For the past 28 years, Rick has used an independent approach to advising, leveraging an open architecture platform for ultra-high net worth clients. Prior to founding his independent Pathfinder LLC multi-family office wealth management practice, he spent nearly a dozen years between Wells Fargo Advisors and UBS Private Wealth Management. He began his career advising clients with Morgan Stanley Private Wealth Management, where he spent 16 years. Before becoming a wealth manager, Rick worked in investment banking, and in fixed income trading. He is recognized as one of the country’s top private wealth managers, including nods from Barron’s, Forbes, and Financial Times.

Phone: TBD
Email: richard.blosser@wedbush.com

James Likes
Portfolio Analyst

James has more than 21 years of experience in wealth management. He has worked alongside Rick Blosser for more than 20 of those years, dating back to their days at Morgan Stanley, though most recently at Wells Fargo. At James’ core is his extensive background in investing and portfolio analysis and management, which complements the Pathfinder mission and practice of client-centric wealth management advise.

Phone: TBD
Email: james.likes@wedbush.com

The Pathfinder Group of Wedbush Securities is an investment advisory team of trusted wealth advisors dedicated to providing holistic, goals-based wealth management solutions to a select group of affluent families, entrepreneurs, executives, and institutions. Pathfinder holds the skills and extensive experience to provide comprehensive advice, independent thinking, and innovative solutions to help clients preserve, manage and grow their wealth for generations to come.

James has more than 21 years of experience in wealth management. He has worked alongside Rick Blosser for more than 20 of those years, dating back to their days at Morgan Stanley, though most recently at Wells Fargo. At James’ core is his extensive background in investing and portfolio analysis and management, which complements the Pathfinder mission and practice of client-centric wealth management advise.

James lives in West Virginia with his wife Maggie and their three boys. He enjoys wake surfing, spending time with his family on the nearby lake, and the winter sports of snowboarding and skiing.

APPROACH

• Legacy and Philanthropic Planning
• Family Governance
• Family Enterprise Planning
• Wealth Transfer Planning
• Hedge and Liquidity Management
• Alternative Investment Strategies

RECOGNITION / MEMBERSHIPS

• University of Oregon Alumni Association

The Pathfinder Group of Wedbush Securities is an investment advisory team of trusted wealth advisors dedicated to providing holistic, goals-based wealth management solutions to a select group of affluent families, entrepreneurs, executives, and institutions. Pathfinder holds the skills and extensive experience to provide comprehensive advice, independent thinking, and innovative solutions to help clients preserve, manage and grow their wealth for generations to come.

For the past 28 years, Rick has used an independent approach to advising, leveraging an open architecture platform for ultra-high net worth clients. Prior to founding his independent Pathfinder LLC multi-family office wealth management practice, he spent nearly a dozen years between Wells Fargo Advisors and UBS Private Wealth Management. He began his career advising clients with Morgan Stanley Private Wealth Management, where he spent 16 years. Before becoming a wealth manager, Rick worked in investment banking, and in fixed income trading. He is recognized as one of the country’s top private wealth managers, including nods from Barron’s, Forbes, and Financial Times.

Rick lives in Westlake Village, California with his wife Pam. They have four children, Caitlin, Kelsey, Robbie, and Molly. He is an avid golfer and also enjoys time skiing and fishing with his family in Montana.

APPROACH

• Legacy and Philanthropic Planning
• Family Governance
• Family Enterprise Planning
• Wealth Transfer Planning
• Hedge and Liquidity Management
• Alternative Investment Strategies

RECOGNITION/MEMBERSHIPS

• Barron’s Magazine – one of the nation’s top advisors
• Forbes Magazine – one of the nation’s top advisors
• Financial Times – Top 400 List
• Alumni School Committee of Princeton

JAMES BAILEY
Managing Director, Investments

James Bailey serves as Managing Director, Investments and brings more than 28 years of wealth management experience to Wedbush Securities. His specializations include 401(K) and individual retirement planning, specifically geared toward mapping out financial solutions for your retirement. Before joining Wedbush Securities, James spent 11 years with Wells Fargo Advisors, and the previous nine and six years with Smith Barney and Prudential Securities, respectively. James lives in Devon, PA and has lived and worked in the area for 25 years. His college-age daughters, Shannon and Bridget, attend Quinnipiac and Pace University, respectively. He is an avid boater and enjoys fishing and surfing in Long Beach Island, NJ. He has also enjoyed volunteering as an assistant varsity basketball coach at Southern Regional High School, where he is a member of the Sports Hall of Fame.

Phone: (215) 514-6428
Email: james.bailey@wedbush.com

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KEVIN QUINN
Managing Director, Investments

Kevin Quinn serves as Managing Director, Investments and brings more than 27 years of wealth management experience to Wedbush Securities. His specializations include 401(K), estate, and comprehensive investment planning, specifically geared to ensure that your wealth continues to work for you. Before joining Wedbush Securities, Kevin spent 11 years with Wells Fargo Advisors, and the previous eight and seven years with Smith Barney and Prudential Securities, respectively. Kevin Quinn lives in Philadelphia, PA with his two sons, Harrison and Cooper. He is an active member of the Philadelphia Cricket Club. He is also active at his son’s schools, Penn Charter and AIM Academy.

Phone: (215) 805-0548
Email: kevin.quinn@wedbush.com

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JET KURTZ
Branch Administrator

Jet Kurtz serves as the Branch Administrator and brings more than 15 years of wealth management experience to Wedbush Securities. She joined the Baily & Quinn Financial Consulting Group when she first met with Jim Bailey and Kevin Quinn at Prudential Securities in 2008. Throughout her tenure with Bailey Quinn Financial Consulting Group, Jet has made it her mission to provide the team’s clients with best-in-class client service, problem solving, and document processing and organization.

Email: jet.kurtz@wedbush.com

Bailey & Quinn Financial Consulting Group works with clients to understand their individual risk profiles and how to effectively plan for their financial well-being. Whether you are an individual or a business owner, we can help you navigate the complexities of driving one’s financial future.

James Bailey serves as Managing Director, Investments and brings more than 28 years of wealth management experience to Wedbush Securities. His specializations include 401(K) and individual retirement planning, specifically geared toward mapping out financial solutions for your retirement. Before joining Wedbush Securities, James spent 11 years with Wells Fargo Advisors, and the previous nine and six years with Smith Barney and Prudential Securities, respectively.

James lives in Devon, PA and has lived and worked in the area for 25 years. His college-age daughters, Shannon and Bridget, attend Quinnipiac and Pace University, respectively. He is an avid boater and enjoys fishing and surfing in Long Beach Island, NJ. He has also enjoyed volunteering as an assistant varsity basketball coach at Southern Regional High School, where he is a member of the Sports Hall of Fame.