Infinity Financial Services Advisory

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Ivan Henriquez is a financial advisor with Infinity Financial Services Advisory in Charlotte, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked with Forthright Capital Advisory, Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors. Henriquez has also been involved with entrepreneurial ventures including Munchies Vending, LLC and Synergized Property Acquisitions, LLC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.

Bradford Jones is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 11 years of industry experience. He previously worked at Trustmont Advisory Group and has been with Infinity Financial Services since 2016. Outside of his advisory role, Jones is a principal at Stonemill Partners, a mergers and acquisitions firm where he conducts business valuations and marketing. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management guided by detailed investment profiles and employs a range of analytical methods and strategies across various asset classes.

Aaron Stasulis is a financial advisor at Infinity Financial Services Advisory with 27 years of industry experience. He holds a Series 66 designation and has worked at Infinity Financial Services Advisory since 2020. His prior experience includes roles at Masterman Agency and United Planners' Financial Services. Outside of advisory work, he is self-employed in the insurance business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies tailored to clients’ goals and risk tolerance.

Ryan Berkowitz is a financial advisor with Infinity Financial Services Advisory holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Forthright Capital Partners, Secure Investment Management, Capstone Partners, and JP Morgan Chase Bank. Outside of advisory work, he is also involved with Forthright Capital Partners, LLC, where he solicits individual life insurance and fixed annuity products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach encompassing fundamental, technical, and quantitative analyses, and offers portfolio management, financial planning, adviser selection, and pension consulting services for individual and high-net-worth clients.

William Monsted is a financial advisor at Infinity Financial Services Advisory with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Infinity Financial Services since 2014, joining the Advisory division in 2020. Outside of finance, he is President and CEO of Bilmon Productions, L.L.C., which produces and markets documentary films. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a range of investment strategies guided by clients' goals and risk profiles.

John Walling is a financial advisor at Infinity Financial Services Advisory with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Infinity Financial Services since 2015 and its advisory division since 2020. Outside of advisory work, he is involved in insurance sales, holding full ownership in that business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting services. The firm employs a mix of analytical methods and investment strategies, including discretionary management tailored to clients’ goals and risk tolerance.

David Liberio is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding Series 65 and Series 66 licenses. He has experience working with several firms including Northwestern Mutual and Keller Williams. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that incorporates various analytical techniques and complex products.

Michael Mckean is a financial advisor at Infinity Financial Services Advisory with 37 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. He is also the owner of NorCal Benefit Solutions, a health and life insurance business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach including technical and fundamental analysis and strategies incorporating mutual funds, ETFs, options, and complex products.

Tom Sciara is a financial advisor with Infinity Financial Services Advisory in Oakland, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at National Life Group, Equity Services Inc, and New York Life Insurance Company. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for over 600 clients. The firm uses a multi-method investment approach combining fundamental, technical, and quantitative analysis and offers portfolio management, financial planning, adviser selection, and pension consulting services.

John Collins III is a financial advisor at Infinity Financial Services Advisory with 47 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following nine years at Infinity Financial Services. In addition to his advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that incorporates various analytical techniques and employs a range of investment vehicles, including mutual funds, ETFs, annuities, and options.

Daire Heneghan is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with Infinity Financial Services Advisory, where he has worked since 2023. His prior roles include positions at New York Life Insurance Co, City National Bank, and Brownstein Crane Surgical Services. Outside of his advisory work, Heneghan coaches middle school rugby. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm uses a multi-method investment approach incorporating fundamental, technical, quantitative, and cyclical analysis, implementing strategies across various securities including mutual funds, ETFs, annuities, and options.

Gregory Lebbert is a financial advisor at Infinity Financial Services Advisory with 40 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes charting, cyclical, fundamental, quantitative, and technical analysis, along with modern portfolio theory, implementing strategies across mutual funds, ETFs, annuities, options, and other complex investments.

Mark Aleman is a financial advisor with Infinity Financial Services Advisory in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Merrill, UBS Financial Services, and Woodbury Financial Services prior to joining Infinity in 2020. He is also involved in health and medical insurance sales through various agencies. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting to individual and high-net-worth clients.

William Wright is a CFP® with 49 years of experience in the financial services industry. He has been with Infinity Financial Services Advisory since 2020 and has previously worked at Guidance Financial Consultants, Inc. for over three decades. Wright also has an affiliation with Guidance Financial Consultants related to fixed and life insurance. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.