Harold Rives III is a financial advisor with Private Advisor Group, LLC, bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and The New England Guild, Inc. He serves on the board of Voce, Inc., a professional choral ensemble, and participates on the investment committees for St. John's Episcopal Church and the New Britain Museum of American Art. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms while offering both proprietary and third-party managed account solutions.

Wendy Coleman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. Her career includes 16 years at Centaurus Financial, Inc., followed by roles at LPL Financial and Private Advisor Group since 2025. Outside of her advisory work, she is involved with The Benefit Group, LLC, focusing on non-variable insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates on a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers.