Matthew Petermann is a financial advisor with LPL Financial in Newport Beach, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at BMO Private Bank and Bank of the West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Stephen Rouse is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at BMO Bank NA, Bank of the West, Wells Fargo Investments, and Morgan Stanley. He is also involved with BMO Investment Services and serves as a Premier Banker at BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Garfin is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at institutions including JPMorgan Securities LLC, Stifel, Barclays Capital, and Credit Suisse Securities. He is based in Newport Beach, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of strategies and operational tools.

Mihran Aroutunian is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is based in Newport Beach, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both model portfolios and customized strategies supported by advanced research and operational tools.

Paul Burke is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has previously worked at Morgan Stanley, First Republic Investment Management, Wells Fargo Clearing, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Mchenry is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of the West, BancWest Investment Services, TD Ameritrade, and PRUCO Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jamie Krigbaum is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Stifel, and Barclays Capital Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing a variety of investment strategies and platforms supported by research and technology tools.

Sterling Winslow is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill, Wells Fargo Bank N.A., J.P. Morgan Securities, LLC, and JPMorgan Chase Bank before joining LPL Financial and BMO Bank NA in 2026. He is a co-owner of a personal aircraft leaseback arrangement with a flight school. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Iman Malek Asghar is a financial advisor with LPL Financial and holds a Series 66 designation. Asghar’s experience includes roles at BMO Bank and BMO Bank N.A., as well as a design firm called I Breathe Design. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Samuel Miller is a Series 66-credentialed financial advisor with eight years of industry experience. He currently works at LPL Financial and BMO Harris Bank, having previously held roles at Bank of America, Merrill, SnoopDrive, and Charter Communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad network of over 22,800 representatives.

Asim Mandhai is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including BMO Nesbitt Burns Securities Ltd., BMO Harris Bank N.A., Vedder Price, P.C., DLA Piper LLP, GWN Securities Inc., and Equitable Advisors. He is also involved with Mandhai Consulting LLC, a tax and investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.