Karl Klein is a financial advisor with LPL Financial in Glens Falls, NY, holding a Series 63 designation and 43 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1995. Outside of advisory services, he is also involved in tax preparation and operates a business under the name Karl Klein Chartered Financial Consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset managers.

Daniel Hazewski is a financial advisor with LPL Financial based in Glens Falls, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Linsco/Private Ledger since 2004. Hazewski also operates a non-variable insurance business under the name Legacy Planning Partners, LLC. 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 advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by extensive operational tools and a diverse platform of offerings.

Daniel Hazewski is a financial advisor with LPL Financial in Glens Falls, NY, holding a Series 63 designation and bringing 40 years of industry experience. He has worked previously at Linsco/Private Ledger since 2004. Outside of his advisory role, he is an author working on both fiction and non-fiction books, including a near-complete non-fiction work addressing elder care issues facing the baby boomer generation. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive research and technology tools.