John Hall II is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior work includes roles at LPL Financial and Waddell & Reed, Inc. He is also an author, having contributed a chapter to the book "Bloom Where You Are Planted and Shine." Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Joseph Frantz is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at several firms including LPL Financial and Mariner Independent Advisor Network. Outside of his advisory role, he is an assistant coach for both the men's and women's water polo teams at UC Davis and has a long-term involvement with USA Water Polo as a coach. He is also the owner of DJ EQwip, a business based in Concord, CA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. Their fiduciary-based model combines client goals and risk tolerances with a range of investment strategies, often implemented through third-party managers and technology solutions.