Lynn Frehner is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2004. She is based in Irvine, CA, and is involved in teaching a FINRA-approved adult educational course related to financial topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing diverse investment strategies and research.

Brendan Collins is a CFA® charterholder and holds the Series 66 designation, currently associated with LPL Financial in Irvine, CA. He has 15 years of industry experience, including 13 years with LPL Financial. Collins operates a DBA called Frehner Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.