James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at LPL Financial, Mass Mutual Life Insurance Company, and Fortinet. Licata also manages Aging Issues Management LLC, a related business entity. 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. The firm employs a fiduciary-based advisory model and utilizes various investment strategies through both direct portfolio management and third-party managers.

Alexander Izmailov is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes positions at Mariner Independent, LPL Financial, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. 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 managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and technology platforms.

Craig Brooks is a CFP® professional with 22 years of industry experience, currently serving at Private Advisor Group, LLC. His career includes roles at LPL Financial, Strategic Wealth Advisors Group, and UBS Financial Services. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. 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, offering a range of investment strategies and access to proprietary and third-party managed account solutions.

Vida Jatulis is a CFP® professional with seven years of industry experience, currently affiliated with Private Advisor Group, LLC. Her work history includes roles at Mainstreet Financial Planning, Summit Financial Consultants, and Camber Wealth. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, employing a fiduciary-based advisory model that incorporates third-party managers and diverse investment strategies.

Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2026. Prior to this, he worked at Stifel Nicolaus & Co Inc for 13 years and has been involved with Aero Capital and LPL Financial since 2024. He is also active with Mariner Independent Advisor Network, providing investment advisory services through this independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Richard Doll is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at LPL Financial and Cambridge Investment Research Advisors. In addition to his advisory work, he is the owner and agent of Doll Insurance Group, LLC, an insurance agency in Ellinwood, Kansas. 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, leveraging technology and third-party managers to tailor investment solutions to client goals and risk tolerances.

Benjamin Mayhew is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Mayhew Wealth Management, and L.M. Kohn & Company. Outside of advisory roles, he is also a licensed notary in Okemos, MI. 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 using technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Garson Graham is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and LPL Financial LLC. Outside of his advisory work, he has involvement with residential rental property management. 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 various managed account solutions and employs a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Thomas Roberts is a financial advisor with Private Advisor Group, LLC, holding the Series 63 and Series 66 credentials and bringing 13 years of industry experience. His career includes roles at LPL Financial, Jackson National Life Distributors LLC, and Zen Payroll Inc. He also provides administrative support to Private Advisor Group through a registered investment advisor hybrid business. 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 while often implementing advice through third-party managers and tactical asset management programs.

Michael Desaulnier is a CFP® with 24 years of experience in the financial advisory industry. He has worked at Private Advisor Group, LLC and LPL Financial since 2012, and previously held positions at Stifel, Ryan Beck & Co., and J. B. Hanauer & Co. Outside of advisory work, he is involved in tax preparation and accounting services 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 and uses a variety of investment strategies and technology platforms.

Mark Libersher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. He has worked at Private Advisor Group since 2012 and has been affiliated with LPL Financial since 2008. 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 uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

Aidan Durney is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including a six-year tenure at Morgan Stanley Smith Barney LLC. Outside of advising, he has past involvement with Little Silver Bottle Shop. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that leverages technology and third-party managers to deliver customized investment strategies.

Jason Neslony is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing four years of industry experience. He has worked with Private Advisor Group and LPL Financial LLC since 2022, as well as with SWS Capital Investment LLC since 2019. Neslony is also involved with Neslony Capital LLC, a non-investment-related business entity. 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 using technology platforms and third-party managers to tailor investment strategies suited to client goals and risk tolerances.

Krzysztof Kolba is a CFP® with over 31 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2016. He previously worked at Chase Investment Services Corp. from 2001 to 2008. He provides investment advisory services through Private Advisor Group and related entities. 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 and utilizes multiple investment strategies and third-party managers.

Thomas Teasck is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Private Advisor Group since 2013, concurrently serving at LPL Financial since 2012 and Bruce Johnson & Associates since 1991. He is also involved in a CPA affiliate program through Bruce Johnson & Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing clients access to third-party managers and proprietary programs.

Robert Schwarz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also associated with Cobler Capital Management and Schwarz Insurance Group. Outside of his investment advisory roles, Schwarz is a notary public in the state of Kansas. 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 follows a fiduciary-based model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Miguel Gonzalez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2012, and previously held roles at Chase Investment Services Corp., Wells Fargo Clearing, and Merrill. 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 utilizes a fiduciary-based advisory model with a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Matthew Collard is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has five years of industry experience and is also associated with Pratt Collard Buck Advisory Group, where he has been active for 15 years. Mr. Collard was appointed Honorary Consul of the Federal Republic of Germany for eight western New York State counties. 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 utilizes various technology platforms and third-party managers to implement a broad range of investment strategies.

Edward Lee is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, HSBC Bank USA, and Velocity Ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment strategies and technology platforms to support client goals.

Robert Petersmark is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial, LLC since 2001 and joined Private Advisor Group in 2014. 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 uses a fiduciary-based advisory model, employing both proprietary and third-party investment strategies and technology platforms to assist clients in meeting their financial goals.