Lloyd Du Preez is a CFP® and holds a Series 66 license with 11 years of industry experience. He is affiliated with Private Advisor Group, LLC and also provides investment advisory services through Mariner Independent Advisor Network, LLC. Outside of his advisory roles, he serves as a board member for the Crystal Cove Subdivision Property Owners' Association in Fayetteville, AR. 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 advisory programs. The firm employs a fiduciary-based model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Grant Allen is a Series 66-licensed advisor with Private Advisor Group, LLC. He has been in the financial services industry since 2025, including roles at LPL Financial LLC and Integrity Capital Wealth Management. Prior to his advisory career, he held positions at HoganTaylor LLP and Ouachita Baptist University. 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 model that incorporates a variety of investment strategies and utilizes both proprietary and third-party technology platforms.

Brandon Simmons is a CFP® with 28 years of industry experience, currently serving at Private Advisor Group, LLC since 2026. His prior work includes roles at Strategic Wealth Advisors Group, LPL Financial, LLC, and Merrill. Outside of advisory work, Simmons manages a sole proprietorship that employs family members and is involved with a tax preparation service through a third-party vendor. 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 model utilizing various investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.