Lifetime Financial, Inc.

Darren Candiotty is a financial advisor at Lifetime Financial, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Crown Capital Securities, Candiotty Financial Group, H. Beck, Mass Mutual Investors Services, and Ameriprise. Outside his advisory role, he serves as an officer and director of Tee Off Together, Inc., a nonprofit that provides PGA golf instruction for underprivileged children in Southern California. Lifetime Financial, Inc. advises individual and high-net-worth clients with discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm develops individualized investment recommendations, utilizing various analysis methods and third-party sub-advisors, while also offering cash management and private real estate investment options.

Bryon Pyle is a financial advisor at Lifetime Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Crossmark Financial Corp. since 2003. Outside of his advisory role, he is involved in mortgage brokering and manages personal short-term rental properties. Lifetime Financial, Inc. serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management, alternative investment consulting, and fiduciary services for retirement plans. The firm utilizes customized investment strategies through a combination of in-house and third-party money managers.

Sharon Hicklin is a financial advisor at Lifetime Financial, Inc. in Newport Beach, CA, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lifetime Financial since 2015. In addition to her advisory role, she provides project and event management consulting on a nominal fee basis. Lifetime Financial, Inc. advises individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management that incorporates both in-house and third-party money-manager platforms. The firm employs a client-specific approach, using various analytical methods and treating cash as a separate asset class, and it offers alternative investment consulting along with fiduciary services for employer-sponsored retirement plans.

Yulia Ordway is a CFP® certificant with two years of experience in the financial industry, currently serving at Lifetime Financial, Inc. She previously worked at firms including Nylife Securities LLC and MW Financial & Insurance Solutions. Lifetime Financial, Inc. advises individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating in-house and third-party money managers, cash management, alternative investment consulting, and fiduciary services for employer-sponsored retirement plans. The firm emphasizes individualized investment recommendations and employs various analytical methods while maintaining affiliations with an insurance agency and real-estate brokerage under common ownership.

Gary Hicklin is a financial advisor at Lifetime Financial, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Horter Investment Management and independently as a life and annuity insurance sales agent. Outside of his advisory role, he serves as a supervisor in information technology for the County of San Luis Obispo. Lifetime Financial, Inc. provides portfolio management and fiduciary services to individual and high-net-worth clients, using customized investment strategies and third-party sub-advisors rather than model portfolios. The firm also offers alternative investment consulting and maintains affiliated insurance and real estate businesses.

James Rossi is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifetime Financial, Inc. and has prior experience at firms including IAMS Wealth Management and Kinetic Investment Management. In addition to his advisory role, Rossi works as an independent insurance agent focusing on life, health, long-term care, and annuities, and provides consulting and educational services to financial professionals. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party money managers. The firm emphasizes individualized investment recommendations supported by detailed client intake and ongoing account reviews.

Phillip Ingle is a financial advisor with Lifetime Financial, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He is the owner of SSG Solutions Financial & Insurance Services LLC, where he provides retirement planning and insurance services including annuities. He also serves as a member of an Estate Planning Team, focusing on deferred sales trusts and client prospecting. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, cash management, alternative investment consulting, and fiduciary services. The firm develops individualized investment recommendations using in-house and third-party sub-advisors and incorporates various analytical methods in its process.

Randall Luebke is a financial advisor at Lifetime Financial, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Lifetime Financial and Lifetime Paradigm since 2012. Outside of his advisory role, he is an owner and licensed insurance agent for Lifetime Insurance Services and a loan originator with United American Mortgage. Lifetime Financial, Inc. serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, incorporating third-party sub-advisors and a variety of investment analysis methods. The firm also provides fiduciary services for employer-sponsored retirement plans and integrates affiliated insurance and real estate services under common ownership.

Leonard Bakker is a financial advisor at Lifetime Financial, Inc. with 11 years of industry experience. He holds a Series 65 credential and has worked at Lifetime Paradigm Inc., Lifetime Financial Inc., and Horter Investment Management. Outside of his advisory role, he manages an apartment and property management partnership. Lifetime Financial, Inc. serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management using both in-house and third-party money managers. The firm offers customized investment recommendations and includes alternative investment consulting and fiduciary services for employer-sponsored retirement plans.