Matthew Mckellar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Private Advisor Group since 2013 and has been affiliated with MyICON and LPL Financial since 2005. Outside of his advisory roles, he is involved in non-variable insurance activities and manages a commercial rental property. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

John Carney is a financial advisor at MyICON with 28 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group, LPL Financial, and Piper Sandler & Co. Carney is involved in managing a family LLC that operates a private lake cabin. MyICON provides fee-only financial planning and consulting services to individuals, families, and businesses, focusing on written financial plans and ongoing consultation. The firm employs an analytical approach centered on cash-flow modeling and asset allocation based on Modern Portfolio Theory, emphasizing client education and needs-based planning tailored to individual goals.