Infinity Financial Services Advisory

Sterling Hirsch is a financial advisor with Infinity Financial Services Advisory in Yucaipa, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Infinity Financial Services Advisory since 2020 and previously spent five years with First Allied Advisory Services. Hirsch is involved with Collective VFO as an Advanced Planning Lead, assisting clients in coordinating professional service providers and managing relationships with tax professionals. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, 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 across multiple asset classes.

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.

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.

Michael Mckean is a financial advisor at Infinity Financial Services Advisory with 36 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following his tenure at Infinity Financial Services starting in 2016. Outside of advisory work, he is the owner of NorCal Benefit Solutions, a health and life insurance business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, including discretionary management guided by detailed investment profiles.

Tom Sciara is a financial advisor with Infinity Financial Services Advisory in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at National Life Group, Equity Services Inc, and New York Life Insurance Company. Outside of his advisory work, he has served as an insurance agent with Falcon PG Wealth Management and Insurance Services. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, providing discretionary management tailored to clients’ goals, tax situations, and risk tolerance.

John Collins is a financial advisor with Infinity Financial Services Advisory, holding a Series 63 designation and 46 years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and previously worked at Infinity Financial Services. Collins is also an independent insurance agent, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance, dedicating part of his time to this business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, 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, with an integrated platform that includes affiliated broker-dealer and insurance activities.

Daire Heneghan is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently with Infinity Financial Services Advisory and has prior experience at NYLife Securities LLC, New York Life Insurance Co, and City National Bank. Outside of his advisory role, he coaches middle school rugby and serves as CFO for an AI startup focused on revenue growth for food businesses. 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 range of analytical methods and investment strategies, including long- and short-term trading, options, and alternative products.

Gregory Lebbert is a financial advisor with Infinity Financial Services Advisory in Modesto, CA, holding a Series 63 designation and 40 years of industry experience. He has worked at Infinity Financial Services Advisory since 2020 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, 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 across multiple asset classes.

Mark Aleman is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Infinity Financial Services Advisory since 2020 and previously spent nine years at Woodbury Financial Services. Outside of his advisory role, he is involved in medical and Medicare health insurance sales through multiple agencies. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, integrating advisory services with affiliated broker-dealer and insurance activities.

William Wright is a CFP®-certified financial advisor with 49 years of industry experience. He is currently with Infinity Financial Services Advisory and has also been associated with Guidance Financial Consultants, Inc. since 1982. His other business activities include involvement with fixed and life insurance through Guidance Financial Consultants. Infinity Financial Services Advisory provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, small businesses, and pension plans. The firm employs a range of investment strategies that combine fundamental, quantitative, technical, and modern portfolio theory approaches, serving clients through discretionary management tailored to their financial profiles.

Robert Holaday is a financial advisor with Infinity Financial Services Advisory and holds a Series 63 designation. He has 43 years of industry experience and has been associated with Infinity Financial Services Advisory since 2021, with prior experience at Holaday & Associates Financial & Insurance Services dating back to 1974. He is also the owner of Holaday Financial and Insurance Services, a fixed insurance business. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, 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 across multiple asset classes.

Joseph Medina is a financial advisor at Infinity Financial Services Advisory with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Newbridge Securities Corporation and Cetera Advisors LLC. Outside of his advisory role, Medina is involved in commercial and residential real estate sales and holds limited partnership interests in several bars in Brooklyn, NY. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, 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 across multiple asset classes.

Dwayne Shirakura is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Infinity Financial Services since 2011 and with its advisory affiliate since 2020. Outside of advising, he is also licensed as an insurance broker. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a range of investment strategies informed by fundamental, quantitative, and technical analysis.