Dane Klintworth is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2012, following prior roles at Ameriprise and Edward Jones. 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, and institutional platforms, supported by advanced operational and research tools.

Brian Paulson is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, he is involved with BA Paulson Financial, LLC, which rents office space to other advisors. 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 and third-party asset management, supported by a large network of investment adviser representatives.