Jonathan Moss II is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and JPMorgan Securities LLC. He is also involved with Integrity Wealth Partners, an investment advisory business associated with his LPL affiliation. 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 using a mix of technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

William Schorp is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously at Concourse Financial Group Securities, Inc. from 2008 to 2012. 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 and uses a range of investment strategies implemented through proprietary and third-party platforms.

Bernard Martin Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2002 and joined Private Advisor Group in 2016. Outside of his advisory role, he manages The Barn at Glistening Pond LLC, a venue for weddings in Falls, PA. Private Advisor Group serves 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, including proprietary and third-party platforms.

Brian Slattery is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has prior experience at Independent Financial Partners and LPL Financial, LLC. Outside of his advisory work, he is a co-owner of B Squared Ad Ops LLC, a company specializing in online ad traffic consulting. 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-based advisory model that incorporates both proprietary and third-party investment strategies delivered through various technology platforms.

Brenton Goers is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Services, and Principal Financial Services. Outside of his advisory work, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Steven Coppola is a CFP® professional with 28 years of experience in the financial services industry. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and spent 11 years at Fidelity prior to that. He is also involved in tax preparation and accounting services through Coppola Tax Management. 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 advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Bradley Mainster is a ChFC® and holds a Series 66 license with 33 years of industry experience. He has been with Private Advisor Group, LLC since 2019 and has also been associated with LPL Financial since 2010. Outside of advisory services, he is involved in selling fixed insurance products and operates Covenant Financial Strategies, Inc., a non-variable insurance business. 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 that includes both discretionary and non-discretionary services using multiple investment strategies and third-party managers.

Harold Laudien is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, Merrill, and A. G. Edwards & Sons, Inc. since 2005. 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 operates under a fiduciary-based model, utilizing a range of investment strategies and technology platforms while offering discretionary and non-discretionary services.

Harlin Noel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing 24 years of industry experience. His work history includes roles at LPL Financial LLC, Level Four Advisory Services, Ameriprise, and Morgan Stanley. Private Advisor Group serves individuals, trusts, charities, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both discretionary management and client-assisted selection of managers and model portfolios.

Patric Hyland is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and three years of industry experience. He has previously worked at LPL Financial and has additional work experience including positions at Villa Walsh School and the University of Miami. 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 fiduciary-based advisory model using various investment strategies and technologies, including proprietary and third-party managed account solutions.

Joseph Koehler is a financial advisor with Private Advisor Group, LLC and holds the CFP® certification. He has 33 years of industry experience, including over 20 years with LPL Financial. Koehler is also involved with a technology company, Reewire Holdings Pte Ltd, on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides both discretionary and non-discretionary services through its proprietary platforms and third-party managers.

Jason Codrea is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 23 years of industry experience. He has previously worked at LPL Financial and Waddell & Reed. His outside activities include managing Codrea Financial Services, an enterprise providing investment advisory services separate from his primary firms. 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 managers, employing a fiduciary-based advisory model tailored to client goals and risk tolerances.

Karl Mongold is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes positions at LPL Financial, Ameriprise, Edward Jones, and several other firms. 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 proprietary and third-party technology platforms to provide diverse investment strategies.

Derek Cockrell is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. His career includes roles at LPL Financial, Mariner Independent Advisor Network, and Cambridge Investment Research. Outside of advisory work, he has been involved with Contemporary Benefits LLC, an insurance agency, since 1996. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model utilizing proprietary and third-party investment solutions and technology platforms.

James Turk is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2016 and previously worked at Fifth Third Securities, Inc. from 2008 to 2016. Beyond his advisory roles, he is involved with Sandcastles Inc in a non-investment capacity. 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 integrates proprietary and third-party managed account solutions to meet client goals.

Christopher Radu is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes prior roles at Morgan Stanley from 2007 to 2015. Outside of his advisory work, he is a one-quarter owner of a local excavation and concrete business in Traverse City, Michigan. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing a range of strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Martin Porter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, previously working at Waddell & Reed from 2009 to 2016 before joining Private Advisor Group and LPL Financial LLC in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Jordan Bowman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His career includes roles at Private Advisor Group and LPL Financial, as well as experience in the oil and gas sector at Weir Oil and Gas. Bowman is also involved in entrepreneurial activities through several investment-related entities. 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 model and utilizes a variety of investment strategies and third-party managers, supported by proprietary technology platforms.

James Sullivan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Private Advisor Group and LPL Financial since 2011 and has worked with PAG Financial, LLC since 2020. 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 managed account solutions, including its proprietary WealthSuite platform and access to third-party managers, employing a fiduciary-based advisory model tailored to client goals and risk tolerances.

Rebecca Grubb is a Series 65-licensed financial advisor with Private Advisor Group, LLC and has one year of industry experience. She has been associated with Private Advisor Group since 2022 and also maintains a role at Harvest Financial Planning, LLC since 2015. Ms. Grubb operates under the business name Harvest Wealth Partners in conjunction with her advisory work. 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 utilizing both discretionary and non-discretionary strategies, supported by proprietary and third-party investment platforms.