Robert Markham is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Private Advisor Group, he worked at JBL Financial Services Inc and LPL Financial since 2022 and was previously employed at Aldi's and worked as an independent contractor and personal trainer. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 portfolio management, financial planning, and retirement plan consulting while utilizing a range of investment approaches and third-party asset management programs.

Erin Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2016 and has been associated with JBL Financial Services since 2013. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program.