Westminster, CA Office

Heather Blake is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Infinex Investments, Inc. since 2022 and previously at LPL Financial and Financial Partners Wealth Management starting in 2016. Blake serves as a trustee and executor for a trust and estate unrelated to her investment activities. She is affiliated with Osaic Institutions, Inc., an SEC-registered investment adviser that provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments for individuals, retirement plans, trusts, estates, and corporate clients. Osaic operates a hybrid adviser/broker-dealer model, combining investment adviser registration with broker-dealer licensing and a mix of discretionary and non-discretionary account management.

Adam Wass is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His work history includes roles at Financial Partners Services since 2001, LPL Financial from 2011 to 2022, and Infinex Investments, Inc. since 2022. Outside of advisory work, he is involved with AmeriEstate, providing prepaid legal and trust services and client referrals. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with decentralized investment management by its advisers.