Lawrence Cole is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, WELLS FARGO Advisors, and Equitable Advisors. He also provides non-variable insurance services focused on Medicare supplement plans. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to managed account solutions. The firm’s fiduciary-based advisory model incorporates proprietary technology and third-party managers to tailor investment strategies to client goals and risk tolerance.

Richard Sheilds Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 27 years of industry experience. He has worked at Private Advisor Group since 2016 and has previous experience with LPL Financial, Mutual Service Corporation, and Osaic FA, Inc. Sheilds also manages his own independent investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary strategies, third-party managers, and proprietary technology platforms such as WealthSuite and Pontera.