Sarah Ahlheim is a Series 66 licensed financial advisor with LPL Financial in Gardena, CA. She has seven years of experience at LPL Financial and three years at Ameriprise Financial, totaling ten years in the industry. Outside of her advisory role, she is a notary public and works part-time as a delivery driver for DoorDash and Uber. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Jeffrey Lavin is a financial advisor with LPL Financial, holding a Series 63 designation and possessing 36 years of industry experience. His prior roles include positions at Ameriprise Financial Services, The Sudol Group Wealth Management Specialists, and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.