Diana Colahan is a CFP® professional with 22 years of industry experience. She has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2008. In addition to her advisory role, she provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of proprietary and third-party advisory programs.

Thomas Roberts is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Jackson National Life Distributors LLC, and Zen Payroll Inc. He also provides administrative support to Private Advisor Group through a related business activity. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Thomas Roberts is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with Pinnacle Advisor Group, Inc. since 2013 and LPL Financial since 2008. Outside of his advisory work, Roberts provides life coaching services focused on personal goal-setting and teaches a retirement planning course at Cedar Crest College. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse strategies and a range of custodial and platform relationships.