Trudy Haussmann is a CFP®-certified financial advisor with 38 years of industry experience. She is currently with LPL Financial and has previously worked at Securities America, Inc. and OSAIC. Haussmann has operated her own firms, Haussmann Financial, Inc. and Double H Properties, for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Madison Anderson is a CFP® professional based in Pasadena, CA, with five years of industry experience. They have worked at LPL Financial since 2025 and previously held roles at OSAIC and Securities America, Inc. Outside of advisory work, Madison was involved in the restaurant industry, including positions at Katella Grill and Mulberry St Ristorante. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm provides a range of advisory programs and financial planning services supported by model portfolios and research from multiple sources.

Patrick Danly is a financial advisor with LPL Financial in Pasadena, CA, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms, including Securities America, Inc. for 17 years, and maintains active roles at Haussman Financial, Inc. and as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.