Samantha Sizemore is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Private Advisor Group since 2019, following prior experience at Capstone Wealth Management. In addition to her advisory role, Ms. Sizemore provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Jeremy Stanley is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is a co-host of the Nurse Anesthesia Podcast and the author of two books focused on nurse anesthetists. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining proprietary and third-party investment strategies supported by technology platforms to manage client assets.