Danny Wilburn is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2009. He also has a long-standing affiliation with Rb Smith Company Inc, where he has worked since 1993. Outside of his advisory roles, Wilburn is involved in non-variable insurance sales and tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Samuel Shaw is a financial advisor with LPL Financial based in Valparaiso, IN, holding CFP® and Series 66 designations and seven years of industry experience. He has worked at LPL Financial since 2019 and also provides financial planning and consulting services through his independent firm, R.B. Smith Co. Inc. from 2020 onward. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.