Danielle Veloso is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at LPL Enterprise and previously held roles at Pruco Securities, LLC, Sys-Tech International, and KPMG. Outside of her advisory work, she manages The Garback Agency, a separate business involved in payroll, bookkeeping, and administrative functions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, model portfolio management, and access to brokerage and insurance products through an integrated platform that combines advisory services with other financial products.

Geoffrey Dietzel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Brunswick Financial Group LLC since 2003 and was affiliated with Pruco Securities, LLC. for over two decades. Dietzel is also a director and owner of Brunswick Financial Group, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers comprehensive financial planning, access to model portfolio programs, and third-party asset management, operating an integrated platform that includes insurance products and collateralized lending services.