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Peyton R
Series 65
Bentonville, AR
Private Advisor Group, LLC
Peyton Reddick is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds a Series 65 designation and operates under the business name Natural State Wealth Advisors. In addition to her advisory role, Ms. Reddick owns and operates a farm through PHB LLC. 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 employs a fiduciary-based advisory model that incorporates technology platforms and offers access to various managed account solutions, including proprietary and third-party programs.
Tyler S
Series 66
Tucson, AZ
Private Advisor Group, LLC
Tyler Samko is a financial advisor with Private Advisor Group, LLC in Tucson, AZ, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial LLC since 2019 and previously spent four years at Marriott International. 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 including proprietary and third-party platforms. The firm’s fiduciary-based advisory model offers both discretionary and non-discretionary services, employing diverse investment strategies and technology platforms.
Patrick S
Series 63
Plymouth, MN
Private Advisor Group, LLC
Patrick Stenson is a financial advisor with Private Advisor Group, LLC and holds the Series 63 designation. He has 38 years of industry experience and has worked at Private Advisor Group since 2022, with prior experience at Investors Financial Group, LLC and LPL Financial. His other business activities include sales and service of fixed annuities, term life, long-term care, and disability insurance. 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 managed account solutions through proprietary and third-party platforms. The firm’s fiduciary-based model incorporates multiple investment strategies and often implements advice via third-party managers and turn-key asset management programs.
Vincent A
Series 66
Broadalbin, NY
Private Advisor Group, LLC
Vincent Arcuri Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation. He has been in the financial industry since 2025, with prior work experience at LPL Financial, Lockheed Martin Corporation, National Grid Corporation, and General Electric Corporation. 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 approach that incorporates both proprietary and third-party investment solutions, utilizing multiple strategies and technology platforms to meet client goals.
Cameron A
Series 65
Blue Bell, PA
Private Advisor Group, LLC
Cameron Aglow is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at Risler Financial Management and LPL Financial. 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 and managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers.
Dominic O
CFP®, Series 63, Series 65
West Chester, PA
Private Advisor Group, LLC
Dominic Oteri is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2016. He is also affiliated with LPL Financial, where he has worked since 2013. Oteri’s professional designations include Series 63 and Series 65. 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 advisory programs. The firm’s fiduciary-based model incorporates both discretionary and non-discretionary strategies, utilizing third-party managers and proprietary technology platforms.
Joseph H
Series 63
Albany, NY
Private Advisor Group, LLC
Joseph Hermann is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds the Series 63 designation and has previously worked at LPL Financial LLC since 2004. Outside of his advisory work, he operates Joseph Hermann Enterprises, a separate business entity for tax and investment purposes. 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, third-party TAMPs, and alternative investments, employing a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.
Jing X
Series 63, Series 65
Plano, TX
Private Advisor Group, LLC
Jing Xu is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. Xu has 22 years of industry experience and has previously worked with firms including LPL Financial, Cetera, and Avantax Advisory Services. In addition to financial advising, Xu is a partner at a tax preparation and accounting firm and co-manages a family ranch. 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 and utilizes a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions.
Daniel M
Series 63, Series 65
Lexington, KY
Private Advisor Group, LLC
Daniel Malloy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2021 and previously was affiliated with Global Advisor Group and Federated Investors. His background includes multiple years of involvement with Virginia Tech and swim school organizations. 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 providing access to proprietary and third-party managed account solutions.
Alfonso S
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and ten years of industry experience. He also practices as a Certified Public Accountant with Kelleher Saverino & Petzold CPAs LLC, providing tax advice and preparation services. His background includes roles at several firms such as Ameriprise Financial Services and Cetera Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party solutions, employing a variety of investment strategies and technology platforms.
Bridget S
Series 66
Annapolis, MD
Private Advisor Group, LLC
Bridget Shanley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning her career in 2025. Her prior experience includes roles at LPL Financial and FinanceForward, LLC, along with non-financial work at Loyola University Maryland and Ace Aquatics. Private Advisor Group serves 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, utilizing proprietary and third-party investment platforms and strategies to meet client goals.
John M
Series 66
Napa, CA
Private Advisor Group, LLC
John Mills is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 20 years of industry experience, including roles at LPL Financial, Strategic Wealth Advisors Group, and Associated Securities Corp. Outside of his advisory work, Mills serves on the board of the Napa Rifle and Pistol Club and operates a tax preparation and accounting service. 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 employs a fiduciary-based model using various investment strategies and technology platforms, and offers managed account solutions including its proprietary WealthSuite.
Nicholas G
CFP®, Series 66
Camarillo, CA
Private Advisor Group, LLC
Nicholas Goodwin is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at firms including Mariner Independent Advisor Network, LPL Financial, Summit Wealth Management Group, Fidelity, and Ameriprise. 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 through a fiduciary-based advisory model.
Jordan H
Series 65
Redford, MI
Private Advisor Group, LLC
Jordan Hensley is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Deloitte for four years. Hensley provides investment advice under the business name Standard of (k)are Advisors through Private Advisor Group. 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 provides access to proprietary and third-party managed account solutions.
William R
CFP®, Series 63, Series 65
Avon, CT
Private Advisor Group, LLC
William Rabbitt is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Private Capital Group, LLC and Osaic FA, Inc. In addition to his advisory work, he operates an independent insurance agency separate from his investment services. 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 that combines proprietary and third-party managed account solutions across various strategies and investment platforms.
Andrew T
Series 65
Watkinsville, GA
Private Advisor Group, LLC
Andrew Torbert is a financial advisor at Private Advisor Group, LLC with a Series 65 credential. He has experience working at Level Team Contracting, LLC and Taff Claim Services prior to joining the financial industry in 2025. He operates under the business name WP Financial, which is independently owned from Private Advisor 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 utilizes both discretionary and non-discretionary approaches and offers managed account solutions through proprietary platforms and third-party managers.
Ryland H
Series 63, Series 65, Series 66
Holliston, MA
Private Advisor Group, LLC
Ryland Hanstad is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012, and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Hanstad provides investment advisory services primarily through Private Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model utilizing various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.
Cregg M
CFP®, Series 63, Series 65
Normal, IL
Private Advisor Group, LLC
Cregg Miyat is a CFP® professional with 29 years of industry experience, currently with Private Advisor Group, LLC. He has held prior roles at Cetera, Ergawealth Advisors, Citigroup Global Markets, and others. Outside of his advisory work, Mr. Miyat is a member of the Sound of Illinois Barbershop Chorus, where he sings and performs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and utilizes various investment strategies, often implementing advice through third-party managers and technology platforms.
Mark O
Series 63, Series 65
Alexandria, MN
Private Advisor Group, LLC
Mark Opp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior work includes eight years at Merrill followed by roles at both Private Advisor Group and LPL Financial since 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, utilizing technology platforms and a range of investment methods, often implementing advice through third-party managers and TAMPs.
Louis B
CFP®, Series 63, Series 65
Newtown Square, PA
Private Advisor Group, LLC
Louis Butera is a CFP® with 37 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has worked there since 2018, while also maintaining a long-term association with LPL Financial dating back to 2012. He previously worked at CUNA Brokerage Services, Inc. from 2004 to 2012. 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 with access to proprietary and third-party managed account solutions and employs a variety of investment strategies implemented through multiple platforms and external managers.
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