Warren Gallagher III is a CFP® with over 31 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2018. Prior to that, he held positions at Paradigm Wealth Advisory LLC, LPL Financial, LLC, and First Allied Advisory Services, INC. Gallagher is also involved with Financial Planners of NJ in an investment-related capacity. 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 advisory model and utilizes a variety of investment strategies, offering access to proprietary platforms and third-party managers.

William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Next Financial Group, and INVEST Financial Corp. He is also an author. 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 utilizes a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

Frank Euvino is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. His prior work includes 11 years at UBS Financial Services before joining Private Advisor Group and LPL Financial in 2013. 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’s fiduciary-based advisory model involves acting as portfolio managers or assisting clients in selecting managers from prominent strategists while utilizing multiple investment methods and technology platforms.

Joseph Cuozzi is a financial advisor with Private Advisor Group, LLC in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at LPL Financial, Cleararc Capital, Inc., and Morgan Stanley DW Inc. Cuozzi also operates JC Financial Group, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms, utilizing a fiduciary-based advisory model.

Hunter Pasqualini is a financial advisor at Private Advisor Group, LLC with Series 66 and Series 63 designations and one year of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities before joining Private Advisor Group 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. The firm combines fiduciary-based advice with technology platforms and a range of investment strategies, often implementing client solutions through third-party managers and TAMPs.

Frank Messano III is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at LPL Financial LLC, Strategic Wealth Advisors Group, and First Financial Equity Corporation. Outside of his advisory role, he operated the 3D Studio Gallery for 16 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and combines various investment strategies through both in-house portfolio management and third-party managers.

Ryan Peters is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 21 years of industry experience with prior roles at Merrill and TIAA-CREF. He operates his advisory services through Private Advisor Group and LPL Financial. 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 uses a fiduciary-based advisory model and employs various investment strategies and technology platforms, including proprietary and third-party managed account solutions.

Matthew Norland is a financial advisor with Private Advisor Group, LLC, holding CFP® and Series 66 credentials and offering 20 years of industry experience. He has previously worked at Investors Financial Group, LLC, and LPL Financial LLC. Outside of advisory work, he is a notary public. 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 employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services and works with a range of strategists and technology platforms to implement client investment strategies.

Evan Goetz is a CFP® with two years of experience, currently serving as an advisor at Private Advisor Group, LLC. Prior to joining the firm, he worked in roles at Western Kentucky University and Owensboro Country Club. He is a board member of the Owensboro Lions Club, a charitable organization in his community. 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 offers a variety of managed account solutions, including proprietary platforms and third-party programs.

Scott Rall is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at Askar Advisors Group. Outside of his advisory role, he is involved in prairie restoration through his business, Rall Seeding Service, and contributes as an outdoor writer for local newspapers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment strategies.

Steven Testino is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and over 25 years of industry experience. His prior work includes roles at LPL Financial, Independent Financial Partners, Merrill, and Morgan Stanley. Outside of his advisory career, he has been involved with SCT Restaurant LLC for over two decades. 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 that combines client goal assessment with the use of third-party managers, model portfolios, and proprietary technology platforms.

Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and previously with Fidelity from 2007 to 2013. Manis is involved with several investment-related activities, including operating under Blackstone Wealth Management and Blackstone Valley Wealth Management as part of his advisory 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 uses a fiduciary-based advisory model that combines client goals with a range of investment strategies and third-party managers, supported by proprietary and external technology platforms.

Timothy Brunnock is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2011 and LPL Financial since 2007. In addition to his advisory work, he maintains a limited law practice focused on wills and non-litigation civil matters and serves on the Finance Committee of the Morris County St. Patrick's Day Parade, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both direct portfolio management and third-party managers.

Timothy Warren is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, with prior experience at firms including Avantax and Cetera. In addition to his advisory work, Warren maintains CPA credentials and provides tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering a range of portfolio management and financial planning services. The firm combines a fiduciary-based advisory model with technology platforms and access to third-party managers and model portfolios.

Shane Mccormick is a CFP® with 29 years of industry experience. He is currently affiliated with Private Advisor Group, LLC, where he has worked since 2014, and has also been associated with LPL Financial since 2002. His other business activities include divisions focused on personal financial planning, asset management, and business solutions related to employee benefits and retirement plans. 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 employs a fiduciary model that combines client goal assessment with a range of investment strategies and third-party management options.

Thomas Rose is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial LLC and WS Griffith Securities, Inc. He also operates Main Street Wealth Management, a DBA affiliated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions including proprietary platforms and third-party strategies.

Erin Hutter is a financial advisor at Private Advisor Group, LLC with a Series 66 credential and experience spanning roles in financial services and nonprofit organizations since 2016. Her background includes positions at LPL Financial LLC, Botkin Family Wealth Management, and The Children's Home of Pittsburgh. 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 advisory model is fiduciary-based, combining client goal assessment with portfolio management or selection of external managers and model portfolios.

Ellen Duffy is a CFP® professional affiliated with Private Advisor Group, LLC, with 13 years of industry experience. She has worked with Michael A. Schreiber & Associates since 2013 and has been associated with both Private Advisor Group and Parkway Wealth Management LLC since 2020. Duffy serves on the Parkway YMCA Board of Directors, a nonprofit focused on community health and well-being. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Ellen Ross is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. She previously worked at LPL Financial and Cetera Investment Services before joining Private Advisor Group. Outside of her advisory role, she is a licensed notary. 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 combines direct portfolio management with access to third-party managers and utilizes proprietary technology platforms.

Ashley Wada is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Wada previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC, with additional experience at Retirement Wealth Advisors. Outside of advisory services, Wada is a licensed notary public. 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 a fiduciary-based advisory model, employing multiple investment strategies and technology platforms while offering both discretionary and non-discretionary services.