Brent Whiddon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at OneAscent Wealth Management, Cetera Advisor Networks, CWM, LLC, Whiddon Wealth Management, LLC, and LPL Financial. Outside of advising, he is involved in farming as an owner of PSA 121, LLC, and participates in financial education as a speaker for World Equity Group, Inc. and a member of The Society for Financial Awareness. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to multiple advisory programs and third-party asset managers, with model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Susan Martin is a CFP® professional with 25 years of industry experience, currently affiliated with Private Advisor Group, LLC. Her prior roles include positions at LPL Financial and TIAA. She provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Thomas Lazenby II is a financial advisor with Private Advisor Group, LLC in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes 18 years at Stifel Nicolaus & Co Inc and concurrent roles at LPL Financial and Private Advisor Group since 2022. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using varied investment strategies and multiple custodial and platform options.

William Holden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc from 2004 to 2022 before joining Private Advisor Group and LPL Financial in 2022. Private Advisor Group, LLC 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.