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Lisa M

Series 63, Series 66

Baraboo, WI

LPL Financial

Lisa Mcclyman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked at LPL Financial since 2018 and previously spent nearly two decades at Raymond James Financial and Raymond James Financial Services, Inc. She has also been affiliated with BARABOO State BANK for 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dane H

Series 66

Baraboo, WI

LPL Financial

Dane Hinz is a financial advisor at LPL Financial based in Baraboo, Wisconsin. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at Baraboo State Bank, Lake Ridge Bank, and Wilderness Resorts. Hinz also worked at the University of Wisconsin-Madison and has a background that includes roles outside the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services delivered through a large network of investment adviser representatives, employing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Leslie G

Series 63

Baraboo, WI

LPL Financial

Leslie Gay is a financial advisor with LPL Financial in Baraboo, WI, holding a Series 63 designation and 24 years of industry experience. Prior to joining LPL Financial in 2018, Leslie worked for Raymond James Financial for nine years and has been with The Baraboo National Bank since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and access to third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Peter W

Series 66

Baraboo, WI

LPL Financial

Peter Welsh is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Raymond James Financial Advisors, Inc. and Baraboo State Bank, where he continues to serve as a trust officer and senior vice president. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Laura S

Series 63, Series 65

Baraboo, WI

LPL Financial

Laura Stanek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at LPL Financial since 2018 and previously at Raymond James Financial Services and SII Investments. Outside of her advisory role, she has been a Mary Kay sales consultant since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolios and strategies supported by research and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer K

Series 63, Series 65

Baraboo, WI

LPL Financial

Jennifer Kinzler is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including ten years at Raymond James Financial Services and over 20 years with Baraboo State Bank. Outside of her advisory role, she has been involved with the Devils Head Resort & Convention Center since 1994, where she also works as a waitress. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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