Stephanie McCullough is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes long-term roles at American Financial Management Group, Triad Advisors, and IFG/Russell Advisors. Outside of investment advising, she creates online courses and workshops focused on wealth management for women and co-hosts "Take Back Retirement," a podcast offering retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both in-house and third-party managers and technology platforms to deliver a range of investment strategies.

Kevin Gaines is a CFP® with over 32 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC and has worked at Triad Advisors, Inc. and American Financial Group, Ltd. Mr. Gaines co-hosts the podcast Take Back Retirement, which focuses on retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often working with third-party managers and TAMPs.