Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked for STiFEL NICOLAUS & CO INC for 13 years and has been involved with Aero Capital and Mariner Independent Advisor Network since 2024. In addition to his advisory roles, he is engaged in other business activities including a management role at Aero Capital LLC and operating Cask Holdings LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey platforms through a broad network of investment adviser representatives.

Bradley Moser is a CFP® with 40 years of industry experience, currently serving at Private Advisor Group, LLC since 2026. He previously worked for STIFEL for 26 years and has been involved with Aero Capital, LPL Financial LLC, and Mariner Independent Advisor Network since 2024. Outside of his advisory roles, he is also a musician in a musical band. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a wide range of programs and third-party asset managers.