Matthew Petermann is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at BMO Private Bank, Bank of the West, BancWest Investment Services, Centaurus Financial, and Anderson Financial Management Group. Based in Newport Beach, CA, he is concurrently involved with BMO Harris Bank in a financial institution role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Stephen Rouse is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of the West for 10 years and is currently associated with BMO Bank NA. 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, utilizing both discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

David Garfin is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for seven years, and at Stifel for two years. Garfin holds Series 63 and Series 66 credentials and is based in Newport Beach, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and technology.

Mihran Aroutunian is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and Bank of America. 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 diverse advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Burke is a financial advisor at LPL Financial with 19 years of industry experience. He has held positions at Morgan Stanley, First Republic Investment Management, Wells Fargo Clearing, and BMO Harris Bank. He holds Series 63 and Series 65 licenses. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jamie Krigbaum is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Stifel. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by both proprietary and third-party research and model portfolios.

Sterling Winslow is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill, Wells Fargo Bank N.A., and JPMorgan Securities, LLC prior to joining LPL Financial. Outside of his advisory role, he co-owns a personal aircraft leaseback arrangement with a flight school. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Iman Malek Asghar is a financial advisor with LPL Financial, holding a Series 66 designation and based in Newport Beach, CA. They have professional experience that includes roles at BMO Bank and BMO Bank N.A., as well as a background in design with I Breathe Design. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by multiple investment strategies and research resources.

Samuel Miller is a financial advisor at LPL Financial in Newport Beach, CA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charter Communications. He is also involved with BMO Harris Bank in a financial institution capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing a variety of model portfolios and research from both internal and third-party sources.

Asim Mandhai is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at BMO Nesbitt Burns Securities Ltd., BMO Harris Bank N.A., Vedder Price, P.C., and DLA Piper LLP. He is also involved with Mandhai Consulting LLC, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from in-house and third-party sources, along with various technology-driven investment solutions.