Ronald Halterman is a CFP® professional with 19 years of industry experience, currently affiliated with Private Advisor Group, LLC. He also owns Northward Financial Group, through which he operates a separate financial services practice. His prior experience includes over a decade at Weston Securities Corporation. 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 a range of managed account solutions and employs a fiduciary-based advisory model that incorporates various investment strategies and third-party managers.

Celia Cayce is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Edward Jones, Bank of Hawaii, and Wells Fargo Home Mortgage before joining Private Advisor Group and LPL Financial in 2020. 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 that combines technology platforms with multiple investment strategies and offers managed account solutions through both proprietary and third-party providers.

Drew Boyer is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at CME Financial Services, LLC, Parallel Equity Advisors Ltd., and Waddell & Reed. Outside of advising, he is an author of a book titled *Hip Hop X Finance*. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm’s fiduciary-based model incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and proprietary solutions such as WealthSuite.

Keith Keller is a CFP® professional with 15 years of experience in financial advisory services. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors. His credentials include Series 63 and Series 65 licenses. 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, utilizing both proprietary and third-party platforms and investment strategies to assist clients in portfolio management.

William Perry is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including Mariner Independent Advisor Network, Teamwork Financial Advisors, and A.G. Edwards & Sons. Perry is also a partner at Ascend Integrated Tax, a tax review and preparation business based in Houston, TX. 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, utilizing technology platforms and third-party managers to provide customized investment solutions.

Gregory Custer is a financial advisor at Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 credential with five years of industry experience. His prior roles include positions at LPL Financial and Comfort Research. He also provides administrative support to Private Advisor Group through a registered investment advisor business. 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 various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Cameron Staley is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2016, LPL Financial since 2014, and PNC Wealth Management from 2012 to 2014. 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 model that incorporates both discretionary and non-discretionary strategies and uses technology platforms alongside third-party managers and TAMPs.

Richard Swift is a Series 65-licensed financial advisor with one year of industry experience, currently with Private Advisor Group, LLC. His prior roles include positions at Transcend Capital Advisors, Mariner Investment Group, and Axonic Capital. He is involved part time with R.J. Swift & Co., a service-disabled veteran-owned personal holding company based in Morristown, NJ. 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 often implementing advice through third-party managers and turnkey asset management programs.

Justin Harding is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. Harding is also licensed to sell non-variable insurance products such as universal life, term life, and annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm follows a fiduciary-based advisory model that incorporates a variety of investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Christopher Vargas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and RBC Capital Markets. 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 both proprietary and third-party managed account solutions.

Travis Jacques is a financial advisor with Private Advisor Group, LLC who holds a Series 66 credential and has 25 years of industry experience. He has worked with Private Advisor Group since 2016 and previously gained experience at Morgan Stanley and Morgan Keegan & Company. 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 while offering proprietary and third-party managed account solutions.

Dennis Synesael is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior experience includes roles at LPL Financial, Advantage Investment Management, and National Planning Corporation. 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’s advisory model is fiduciary-based and leverages multiple investment strategies, technology platforms, and third-party managers.

Bradley Moser is a CFP® with 40 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. He previously worked at Stifel for 26 years and has associations with Aero Capital, LPL Financial LLC, and Mariner Independent Advisor Network. Outside of his advisory work, he is involved as a musician in a musical band. Private Advisor Group provides services to 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 advisory model, using a variety of investment strategies and manager selections supported by proprietary technology platforms.

Kaitlin Compernolle is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial and held roles in digital marketing and counseling services. 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 that utilizes various investment strategies and third-party managers to align client goals with tailored portfolio solutions.

Timothy Gaarder is a financial advisor at Private Advisor Group, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked previously with Investors Financial Group, LLC and LPL Financial, LLC. 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 and utilizes proprietary technology platforms alongside third-party managers to implement a range of investment strategies.

Sarah Woehrman is a CFP® with 15 years of industry experience and is currently with Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, LINCOLN FINANCIAL ADVISORS Corporation, and Ameriprise Financial Services. In addition to her advisory work, she is involved with Unique Planning Insurance Solutions, where she sells group benefits, and she provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves a diverse client base including 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 advisory model, utilizing various technology platforms and third-party managers to deliver investment solutions tailored to client goals and risk tolerances.

Natalie Mender is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 14 years of industry experience, including roles at LPL Financial and Wells Fargo Advisors LLC. Outside of her advisory career, she has been involved with Shady Lane Winery for over a decade. 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’s fiduciary-based model utilizes both proprietary and third-party strategies supported by technology platforms.

Jason Gaylor is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and previously worked at Money Concepts Capital Corp from 2009 to 2016. 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 advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Andrew Kennedy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Private Advisor Group since 2014 and previously at LPL Financial and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model and uses various technology platforms and third-party managers to implement client strategies.

Robert Bubser is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, MML Investor Services, and MassMutual. Outside of his advisory work, Mr. Bubser owns Bubser Consulting LLC, a business focused on assisting owners with valuations and sales negotiations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based model that integrates client goals with a range of investment strategies and third-party managers.