Thomas Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and has been involved with Joseph Klein Associates, LLC since 1983, where he is active in insurance transactions and financial planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates client goals and risk tolerances with both proprietary and third-party investment strategies.

Kalen Baxter is a financial advisor with Private Advisor Group, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at LPL Financial, Joseph Klein Associates, and New England Securities. He is involved with Joseph Klein Associates, which operates as a registered investment advisory business. 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 advisory model and utilizes a combination of technology platforms and third-party managers to implement client strategies.