Joseph Razzano is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including prior roles at UBS Financial Services and LPL Financial. Razzano also serves as an independent contractor providing non-variable insurance through Integrated Financial Concepts. 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 using various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Suzanne Lake is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, Cetera Investment Services, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers proprietary managed account solutions and utilizes a fiduciary-based advisory model that combines client-specific goals with a range of investment strategies and technology platforms.

Nathanael Flynn is a CFP® professional with 24 years of experience in the financial industry. He has been with Private Advisor Group, LLC since 2015 and has concurrently worked at LPL Financial, LLC since 2004. Flynn is based in East Lansing, MI. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm uses a fiduciary-based advisory model and employs various investment strategies, offering both proprietary and third-party managed account solutions.

Regina Mccann Hess is a CFP® professional with 29 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial. Her prior experience includes roles at Wells Fargo Clearing and Merrill. She is also the author of "Superwoman Wealth: How to Become Your Own Superhero" and is involved in divorce services through Dynamic Divorce Solutions. Private Advisor Group serves a diverse client base including individuals, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and managed account solutions. The firm employs a fiduciary-based advisory model that utilizes technology platforms and a range of investment strategies, often implementing advice via third-party managers and TAMPs.

Daniel Confreda is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, and Morgan Stanley. 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 incorporates proprietary and third-party managed account solutions and utilizes technology platforms such as Orion and Pontera to implement diversified investment strategies.

Matthew Spatola is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Guardian Life. Outside of his advisory role, he is involved with several business entities unrelated to investment activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering 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 customized investment solutions.

Timothy Drumm is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at LPL Financial, LLC since 2006. Drumm operates within an independent investment advisory firm structure. 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 model and uses a variety of investment strategies and technology platforms, often implementing advice through third-party managers and advisory programs.

Jonathan Harris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017, and also operates a catering business as a bartender for weddings. Prior to that, he worked with Waddell & Reed and various insurance carriers from 2013 to 2017. 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 and utilizes technology platforms alongside both proprietary and third-party managed account solutions.

Tristan Munalem is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at LPL Financial, Boston Properties, and the Boston Red Sox. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers access to various managed account solutions, including its proprietary WealthSuite platform.

Andrew Snyder is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has worked in the financial services industry since 2025, previously spending 25 years at IQE, Inc. He is based in Allentown, PA. 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 fiduciary-based advisory model, employing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Holly Grippe is a financial advisor at Private Advisor Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and One AZ Wealth Management. Outside of her advisory work, Holly has experience as a business owner of Integrated Electronic Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model using multiple investment methods and technology platforms while often implementing advice through third-party managers and TAMPs.

Jeffrey Schnoebelen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at LPL Financial and Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing proprietary technology and third-party managers to implement a variety of investment strategies.

Taylor Massa is a financial advisor at Private Advisor Group, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at firms including LPL Financial, Securian Financial Services, and Wealth Strategies Financial Group. 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 utilizes a fiduciary-based advisory model combining proprietary and third-party managed account solutions across various investment strategies.

Noah Lazaro is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Modern Health, Robinhood Financial, and Charles Schwab & Co., Inc. He also has experience as an independent insurance agent and in landscaping. 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 integrates multiple investment strategies through proprietary and third-party platforms.

John Korn is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has held prior positions at firms including LPL Financial, Victory Capital Management, Amundi, Putnam Retail Management, and Columbia Management Investment Advisers. 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 a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Shelley Reeves is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has previously worked at firms including LPL Financial, Independent Financial Group, Morgan Stanley, and Wells Fargo Investments. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through a fiduciary-based advisory model that incorporates third-party strategists and a variety of investment methodologies.

Emma Goetz is a CFP® professional with four years of experience, currently affiliated with Private Advisor Group, LLC. She has worked at Retirement & Financial Strategies and Hensley & Throneberry CPAs, and has provided tax advice and preparation services independently of her investment advisory role. Ms. Goetz is also engaged in co-owning financial services practices outside of Private Advisor Group. Private Advisor Group serves a broad client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model incorporating proprietary and third-party strategies supported by technology platforms.

Samuel Butler is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Private Advisor Group since 2015 and LPL Financial since 2014. Outside of his advisory work, he operates Butler Financial Group, which provides investment advisory and non-variable insurance services. 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 managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both in-house management and third-party managers.

Daniel Wright is a CFP® professional with nine years of industry experience, currently serving at Private Advisor Group, LLC since 2023. His prior roles include positions at Equitable Advisors, Axa Advisors, and Sphere Wealth. He is also part owner of Natural State Tax Advisors, an accounting firm providing tax advice separate from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Lloyd Du Preez is a CFP® and holds a Series 66 license with 11 years of industry experience. He is affiliated with Private Advisor Group, LLC and also provides investment advisory services through Mariner Independent Advisor Network, LLC. Outside of his advisory roles, he serves as a board member for the Crystal Cove Subdivision Property Owners' Association in Fayetteville, AR. 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 model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.