Mark Stratton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Owlfi Ria, LLC, Motiv8 Investments LLC, and LPL Financial. In addition to his advisory work, he operates as an independent insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, focusing on discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities with regular portfolio reviews and risk profiling.

David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.

Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he is a partner in a clothing resale business and a general business consulting firm, and operates a separate insurance business. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a modern portfolio theory approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client risk profiles.

Scott Ross is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at OWLFI, Kingswood Wealth Advisors, and International Assets Investment Management. Outside of his advisory work, Ross is also active as a loan officer and life insurance agent with Security National Mortgage Company. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, offering discretionary portfolio management alongside financial planning and retirement-plan services.

Bryan Newton is a financial advisor at Private Client Advisor Group, LLC with 10 years of industry experience. His prior roles include positions at OWLFI and Woodbury Financial Services. Outside of advising, he owns BSN BRIONI LLC, a business that consigns used menswear for sale on eBay. Private Client Advisor Group serves individuals, families, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities tailored to client risk profiles.

Dirk Palmer is a financial advisor with Private Client Advisor Group, LLC, holding a Series 65 credential and five years of industry experience. He has worked at Private Client Advisor Group since 2024 and has prior experience at OWLFI and Motiv8 Investments LLC. Outside of advising, Palmer manages a public accounting firm and owns a cattle ranch. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, utilizing a globally diversified investment approach based on modern portfolio theory. The firm offers discretionary portfolio management and financial planning, managing approximately $110 million across about 190 client relationships.