Thomas Dunn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 27 years of industry experience. He previously worked at Merrill for 15 years before joining Private Advisor Group and LPL Financial in 2014. Outside of his advisory role, Dunn owns Al Chile LLC, a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that leverages technology platforms and third-party managers to meet client goals.

Terese Roberts is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds a Series 66 credential and has previously worked at Bolton Global Asset Management, Bolton Global Capital, and Merrill. Roberts also serves as co-trustee of the Stephen Mark Roberts Trust and is a notary public in Texas. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary services, and integrates a variety of investment strategies and technology platforms.