Colten Mellows is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 credential and has been affiliated with LPL Financial since 2015. Mellows also provides investment advisory services through Mariner Independent Advisor Network, LLC and Legacy Wealth Planning, LLC. Outside of his advisory work, he is involved in a seasonal wedding and event venue business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers access to proprietary and third-party managed account solutions.

Nicholas Perazzolo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Harvest Financial Partners, LPL Financial, LLC, and Victoria Supply, Inc. He also serves as a notary in addition to his advisory activities. 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 a range of investment strategies and technology platforms, and provides access to proprietary and third-party managed account solutions.

Eric Vasil is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He has previously worked at LPL Financial, BrightHouse Securities, and MetLife Securities. Outside of his advisory work, he is a managing partner of A&E Property Holdings LLC, involved in mortgage and real estate services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and a combination of proprietary and third-party platforms to provide access to a variety of investment strategies and managed account solutions.

John Dolan is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2005 to 2017. Dolan is involved in a related business entity, Compass Investment Advisors, LLC, which operates alongside his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model and utilizes multiple investment strategies while offering access to proprietary and third-party managed account solutions.

Roy Shubert is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and PFS™ designations and securities licenses Series 63 and Series 65. He has 29 years of industry experience, including roles at LPL Financial and Mutual Service Corporation. Outside of advisory work, he is involved in the sale of fixed life insurance in collaboration with a Massachusetts Mutual Life agent. 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 various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment solutions to client goals and risk tolerances.

Daniel Giaimo is a CFP® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015. Giaimo also maintains a role with ITI Strategies, Inc., a business related to his LPL Financial activities. He is president and CEO of GIAIMO & COMPANY, INC., a tax preparation and accounting firm. 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 offers both discretionary and non-discretionary advisory services, utilizing proprietary technology and a range of investment strategies implemented through third-party managers and platforms.

Hubert Ross is a CFP® and ChFC® with 22 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2012. His prior experience includes roles at LPL Financial and First Command Brokerage Services. In addition to his advisory work, he is involved part-time as a wealth advisor with First Protective Insurance Group. 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 that combines client goal assessment with the selection of portfolio managers and model portfolios from major strategists, utilizing a range of investment methods and technology platforms.

William Hoffman III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with LPL Financial and Questar Asset Management, Inc. He is a board member of the Neurofibromatosis Clinics Association and hosts the Wealth on the Move Podcast. 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 advisory programs. The firm employs a fiduciary-based model, using a range of investment strategies and technology platforms, and offers solutions through both proprietary and third-party managers.

Kimberly Oswald is a financial advisor with Private Advisor Group, LLC and has 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010 and at Private Advisor Group since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a fiduciary-based advisory model and a range of investment strategies, often implementing advice via third-party managers and technology platforms.

Jackson Gulley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes a role at LPL Financial LLC. Gulley also operated a business called Floored by Justin LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers a range of managed account solutions, employing various investment strategies and technology platforms.

Holden Hall is a Series 65-licensed financial advisor with Private Advisor Group, LLC, based in Bentonville, Arkansas. He has one year of industry experience and has previously worked at UBS Financial Services and Natural State Wealth Advisors. Before entering the financial industry, Hall spent several years in education at the University of Arkansas and local schools. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, using technology platforms and various investment strategies, often implementing advice through third-party managers and tailored advisory programs.

James Hooks is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at LPL Financial since 2004, with his current role at Private Advisor Group beginning in 2019. 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 advisory model and uses technology platforms alongside third-party managers and TAMPs to implement investment strategies.

Joshua Fein is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He is also the owner of BSF Advisors, an independent financial services practice he has operated since 2012. Additionally, Mr. Fein is a licensed realtor, although he currently does not devote time to real estate activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies implemented through proprietary platforms and third-party managers.

Terry Parham is a CFP® and ChFC® with 13 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has held prior roles at Innovative Wealth Building, LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. He is also an independent licensed insurance agent and occasionally offers insurance products to advisory clients. 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 and uses multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Andrew Julian is a Certified Financial Planner® with 10 years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at Cornerstone Wealth, LLC, Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Northwestern Mutual Investment Services LLC. Outside of his advisory role, Mr. Julian holds an insurance license and may recommend insurance products on a commission basis, which is separate from his investment advisory services. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account programs, employing a fiduciary-based advisory model that includes both third-party managers and proprietary technology platforms.

Paul Crawford is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Strategic Wealth Advisors Group, Lincoln Financial Advisors, Ameriprise, and Woodbury Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management, financial planning, and advisory services. The firm employs a fiduciary-based model, leveraging various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

David Georgiev is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Private Advisor Group since 2016, with prior roles at LPL Financial and M&T Securities. Georgiev is involved in several business activities including managing Monarch Wealth Management, an independent investment advisory firm. 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 and integrates technology platforms and third-party managers to deliver a range of investment strategies and managed account solutions.

Danielle Wilson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. She has 10 years of industry experience, including over a decade with LPL Financial, LLC. Wilson also serves as 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’s fiduciary-based model involves tailored investment approaches and the use of proprietary and third-party platforms and strategies.

Daniel Uribe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2013 and at LPL Financial since 2007. Outside of his advisory work, he owns SDG Food, LLC, a local pizza franchise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and utilizes both discretionary and non-discretionary advisory strategies supported by technology platforms and third-party managers.

Jesse Ettlin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones and LPL Financial before joining Private Advisor Group. Outside of advisory services, he owns a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model with a range of investment methods and access to proprietary and third-party managed account solutions.