Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2026. Prior to this, he worked at Stifel Nicolaus & Co Inc for 13 years and has been involved with Aero Capital and LPL Financial since 2024. He is also active with Mariner Independent Advisor Network, providing investment advisory services through this independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Bradley Moser is a CFP® with 40 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. He previously worked at Stifel for 26 years and has associations with Aero Capital, LPL Financial LLC, and Mariner Independent Advisor Network. Outside of his advisory work, he is involved as a musician in a musical band. Private Advisor Group provides services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using a variety of investment strategies and manager selections supported by proprietary technology platforms.