Joseph Davison is a financial advisor with Private Advisor Group, LLC, holding the CFP® and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Strategic Wealth Advisors Group and LPL Financial. 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 through various advisory programs and third-party asset managers. The firm supports a range of analytical approaches and trading time horizons, with services delivered through a network of investment adviser representatives.

Michael Gregg is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior roles include positions at Strategic Wealth Advisors Group, LPL Financial, Cullen Financial Advisors, and Sagepoint Financial. He is also involved with Mariner Independent Advisor Network LLC, providing investment advisory services through this independent firm. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm delivers advisory solutions through a network of investment adviser representatives who utilize a variety of custodians, strategists, and program vehicles tailored to client objectives.