Phillip Mahoney is a CFP® with 33 years of industry experience and is currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, RBC Capital Markets, Legacy Wealth Planning, and Mariner Independent Advisor Network. He also facilitates clients' estate planning processes, focusing on appointment coordination and plan completion. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using both proprietary and third-party investment solutions tailored to client goals and risk tolerances.

Tony Pruitt is a financial advisor with Private Advisor Group, LLC who holds a Series 63 designation and has 30 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012, with prior roles at Wells Fargo Clearing, Deutsche Bank Securities Inc., and A. G. Edwards & Sons, Inc. His spouse operates a business called At Home with Joseph, which is not related to financial advising. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms to deliver tailored solutions.

Beau Chandon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. He has previously worked with Mariner Independent Advisor Network, LLC, Brown Financial Services Group, and LPL Financial, among other firms. 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 that integrates both discretionary and non-discretionary approaches, utilizing technology platforms and third-party managers.

Jeffrey Klein is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 24 years of industry experience, including roles at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and RBC Capital Markets. Klein operates an independent investment advisory business through Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party strategists, employing a fiduciary-based advisory model.

Leah Burke is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2016. Burke is also a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and external strategists to provide a range of investment approaches tailored to client goals and risk tolerances.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and previously worked at Merrill from 2010 to 2012. Mcglynn operates his advisory services through New Vintage Capital, LLC, a business he established in Philadelphia. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based model and offers proprietary and third-party managed account solutions supported by technology platforms and a range of investment strategies.

Quentin Lazaro is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing eight years of industry experience. Prior to joining Private Advisor Group, he worked at Crown Capital Securities, LP, and LPL Financial. Outside of his advisory role, he is involved with Juno Private Wealth, providing investment advisory services. Private Advisor Group serves 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 model and offers a variety of managed account solutions, leveraging technology platforms and third-party strategists.

Mathew Parsons is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2018 and previously was employed by Citizens Securities, Inc. and Citizens Bank from 2016 to 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates technology platforms and third-party managers to implement a range of investment strategies.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at LPL Financial, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary services and utilizing a fiduciary-based advisory model.

Edward Lazaro is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Crown Capital Securities LP and LPL Financial. He also serves as a for-profit board member of NFN Farm Exchange LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based model utilizing a variety of investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.

Gregory Larson is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at LPL Financial, Commonwealth Investment Management Group, Wells Fargo Clearing, and Valic Financial Advisors. Larson is involved in investment advisory services across multiple affiliated entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies often implemented through third-party managers and technology platforms.

Austin Turk is a financial advisor with Private Advisor Group, LLC in Louisville, KY. He holds a Series 66 designation and has two years of industry experience. His background includes service in the Navy from 2016 to 2023 and work at LPL Financial LLC since 2023. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through discretionary and non-discretionary approaches. The firm employs a fiduciary-based model that uses a range of investment strategies and technology platforms, often implementing advice via third-party managers and proprietary solutions like WealthSuite.

Steven Kennedy is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and previously worked at LPL Financial, TIAA-CREF, Goldman Sachs Wealth Services, and Equitable Advisors. Outside of his advisory role, he is involved with Albany Financial Group, which offers insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and third-party strategist selection, utilizing multiple investment methods and technology platforms.

Salvador Martinez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for 13 years and has been affiliated with LPL Financial for 14 years. Martinez operates Martinez Financial Group and the Sal Martinez Insurance Agency as additional business activities. 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 a variety of advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with selecting portfolio managers and model portfolios from recognized strategists.

Francine Olk is a financial advisor with Private Advisor Group, LLC in Brooklyn, NY, holding a Series 63 designation and over 28 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2013, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms.

Mitchell Protus is a financial advisor at Private Advisor Group, LLC, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at LPL Financial, MAP Wealth Management, and various positions outside the financial sector, including at Hawthorn Woods Country Club and Reunion Brewery. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting, offering both discretionary and non-discretionary advisory services supported by proprietary technology platforms and third-party managers.

Philip Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 28 years of industry experience. His professional background includes roles at Investors Financial Group, Lpl Financial Corporation, and Mutual Service Corporation. Anderson also sells fixed insurance products on occasion. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary services, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers.

Diana Colahan is a CFP®-certified financial advisor with 22 years of industry experience. She has been with Private Advisor Group, LLC since 2013 and has also worked with LPL Financial since 2008. In addition to her advisory role, she provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing clients access to proprietary and third-party managed account solutions.

Brooke Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining Private Advisor Group, she held roles at LPL Financial and worked in various positions including at O'Brien Shortle Reynolds & Sabotka, PC, and Blossom 'N More Florist. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model combining client goal assessment with access to both proprietary and third-party investment solutions.

Gary Pryka is a CFP® with 35 years of experience in the financial industry. He has been with Private Advisor Group, LLC since 2013 and previously worked at Fidelity from 2010 to 2013. In addition to his advisory role, he serves on the board of the Hough Family Foundation and is a member of a popular music group. 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 and utilizes a range of investment strategies through both direct management and third-party managers.