Matthew Tuley is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Fox Hollow Golf Club. In addition to his advisory role, he provides financial planning and consulting services through Capital Planning Wealth Management, an independent registered investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement various investment strategies.

John Murphy is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 44 years of industry experience, including roles at LPL Financial and Merrill. Outside of his advisory work, he serves as a volunteer firefighter for the Morris Township Fire Department. 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 discretionary and non-discretionary management, various investment strategies, and technology platforms, often implementing advice through third-party managers and TAMPs.

Tor Hotham is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations and over 30 years of industry experience. He has worked at LPL Financial, LLC since 1997 and has been with Private Advisor Group since 2012. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products. 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 employs a fiduciary-based advisory model and utilizes a variety of investment strategies through both proprietary and third-party platforms.

Rodney Meyer is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including tenures at Investors Financial Group, LLC and LPL Financial, LLC. He operates under the DBA Meyer & Norland Financial Group and Meyer Financial & Consulting, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a variety of investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

Kennah Parham is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Private Advisor Group in 2026, Parham worked at Innovative Wealth Building LLC and Prudential Financial. Parham is the founder and CEO of NourishHer Health, a nonprofit organization. Private Advisor Group serves a range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and integrates various investment strategies and third-party managers supported by technology platforms.

Timothy Flynn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes notable tenures at LPL Financial and Equitable Advisors. Outside of financial advising, he has consulted in sales and marketing for a renewable energy startup owned by his wife. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, and access to proprietary and third-party managed account solutions. The firm employs various investment strategies and utilizes technology platforms to assist clients in portfolio management and selection.

Emily Helman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. She has previous experience with Mariner Advisor Network and has been involved with Nurtured Wealth, LLC since 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model, employing a variety of investment strategies and technology platforms while providing access to third-party managers and proprietary solutions.

Joseph Davison is a CFP® with 22 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Strategic Wealth Advisors Group and LPL Financial. Outside of his advisory role, he serves as co-trustee for a family living trust. 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 model that integrates technology platforms and a range of investment strategies, frequently utilizing third-party managers and turnkey asset management programs.

William Wittich is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014 and has been affiliated with Foundation Financial Group since 1999. 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’s fiduciary-based model utilizes multiple strategies and technology platforms to provide tailored investment solutions, often implementing advice through third-party managers and TAMPs.

Charles Kedra is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial, CRC Holdings LLP, and Minnesota Life Insurance Company. In addition to his advisory work, he maintains a CPA practice focused on tax preparation and accounting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and managed account solutions. The firm employs a fiduciary-based model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and wrap programs.

Christopher Higgins is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013, LPL Financial since 2009, and Merrill from 1999 to 2009. Higgins is also involved in a local real estate partnership focused on purchasing and renovating properties. 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 that incorporates both discretionary and non-discretionary strategies, utilizing technology platforms and third-party managers to implement client investment solutions.

Brad Glickman is a CFP® with 30 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at Maryland Financial Group, Inc., LPL Financial, and Kestra Investment Services, LLC. Outside of his advisory work, he is involved in insurance related to long-term care, life, and disability coverage. 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 a range of investment strategies, often implementing advice through third-party managers and technology platforms.

William Snuggerud is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Investors Financial Group, LPL Financial, and UBS Financial Services. 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 advisory programs. The firm employs a fiduciary model that integrates client goals with portfolio management and manager selection, utilizing technology platforms and a range of investment strategies.

Joseph Globensky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at LPL Financial, Level Four Advisory Services, and Securities America Advisors, Inc. Outside of his advisory work, Mr. Globensky owns Globensky Consulting LLC, used for taxation and business 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 employs a fiduciary-based advisory model and uses a combination of proprietary and third-party investment strategies and technology platforms.

John Sirrine is a financial advisor with Private Advisor Group, LLC who holds the Series 63 and Series 66 designations and has 32 years of industry experience. He has worked at LPL Financial, LLC since 2004 and has operated his own firm, John M. Sirrine & Associates Inc., since 1991. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and managed account solutions. The firm’s advisory model is fiduciary-based and incorporates a range of investment strategies and third-party managers.

Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory 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 a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.

Thomas Chavez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and Retirement Wealth Advisors, Inc. Chavez dedicates a significant portion of his time to providing investment advisory services through Mariner Independent Advisor Network, an independent RIA separate from LPL Financial. 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 utilizing a range of strategies and technology platforms, offering access to proprietary and third-party investment solutions.

Rodrigo De La Roca Pinzon is a financial advisor with Private Advisor Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co. and TD Ameritrade. He has a background in the brewing industry through his work with 3 Nations Brewing Co. from 2016 to 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, employing a fiduciary-based advisory model that integrates proprietary and third-party investment strategies.

Hal Guy is a CFP® and ChFC® with 38 years of industry experience. He has worked with Private Advisor Group, LLC and LPL Financial since 2012 and previously spent 11 years at Osaic FA, Inc. He also instructs CFP review courses and provides tax preparation services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

Lee Masquelier is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets and Citicorp Investment Services before joining Private Advisor Group in 2015. He also provides investment advisory services through an associated business entity related to his work at Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement 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.