Sterling Hirsch is a financial advisor with Open Water Advisory Partners in Yucaipa, CA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at multiple firms, including Infinity Financial Services and First Allied Advisory Services. Hirsch also serves as the Advanced Planning Lead at Collective VFO, where he assists clients with professional service coordination and strategic alliances with tax professionals. Open Water Advisory Partners is a two-advisor firm providing comprehensive financial planning and integrated wealth strategies to individuals, families, and business owners. The firm utilizes a combination of fundamental, technical, and top-down analysis to build customized investment plans and offers portfolio management alongside project-based and hourly financial planning engagements.

Anna Marie Lovell is a financial advisor at Open Water Advisory Partners with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Infinity Financial Services Advisory. She also serves as Advanced Planning Lead at Collective VFO. Open Water Advisory Partners is a two-advisor registered investment adviser providing comprehensive financial planning and integrated wealth strategies to individuals, families, and business owners. The firm uses a combination of fundamental, technical, and top-down analysis to build customized, long-term investment plans across various asset classes and offers both discretionary and non-discretionary portfolio management.