Terry Parham is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Innovative Wealth Building, LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. Parham is also an independent licensed insurance agent who occasionally offers insurance products to advisory clients. Private Advisor Group serves a diverse client base that includes individuals, businesses, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through various advisory programs, offering access to third-party asset managers and proprietary model portfolios supported by well-known strategists and platforms.

William Perry is a CFP® with 32 years of industry experience currently affiliated with Private Advisor Group, LLC. He has worked at multiple advisory firms including Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial. Outside of advisory work, he is a partner at Ascend Integrated Tax, a Houston-based firm specializing in tax review and preparation. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs, third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Marlon Zavala is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial, among others. He is also a managing partner at Ascend Integrated Wealth, providing investment advisory services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, supported by a range of analytical approaches and client customization options.

Kennah Parham is a CFP®, ChFC®, and Series 66-licensed advisor with 10 years of industry experience. She is currently with Private Advisor Group, LLC and previously worked at Innovative Wealth Building LLC and Prudential Financial. Outside of financial advising, she is the founder and CEO of NourishHer Health, a nonprofit organization. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and third-party asset managers, utilizing various analytical approaches and trading strategies.

Pich Molyka Nhek is a Series 65-licensed advisor with Private Advisor Group, LLC and Weaver Capital Advisors, based in Houston, TX. Their prior experience includes roles at Sowell Management, Vattanac Investment Limited, Hattha Bank Plc., British American Tobacco, EY Cambodia Ltd., and the University of Houston. Nhek has no industry experience prior to 2023. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to third-party asset managers and turnkey asset management platforms.

Christopher Owen is a Series 65-licensed advisor with Private Advisor Group, LLC in Houston, TX. He has been in the industry since 2023, previously working at Ascend Integrated Wealth and Teamwork Financial Group. His background also includes four years at the University of Texas at Austin and four years at Culver Military Academy. Private Advisor Group serves a wide range of clients, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to third-party asset managers and firm-managed model portfolios supported by major strategists.