Jude Digidio is a CFP® professional with 40 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. He is also involved with B & D Group, Inc., a business related to his LPL activities. 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 that combines technology platforms and access to a range of third-party managers and proprietary managed account solutions.

Joshua Crisosto is a financial advisor at Private Advisor Group, LLC with Series 66 registration. He has prior experience working at Mariner Independent Advisor Network and LPL Financial LLC, and has a background at Heart and Vascular Center of America as well as Dignity Health. 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 platforms and third-party managers.

Joseph Pabis is a CFP® professional with 11 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC since 2020 and previously worked at Raymond James Financial Services Advisors from 2016 to 2020. Outside of his advisory role, he is involved with ZHCP Holdings LLC, a tax and investment-related business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizes multiple investment strategies, and integrates technology platforms to support client portfolios.

Jong Oh is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at FSC Securities Corporation, LPL Financial, and Mariner Independent Advisor Network. Outside of his advisory roles, he is involved with Professional Insurance and Financial Services, a business entity for tax and investment purposes. 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 technology platforms, often implementing advice through third-party managers and wrap programs.

Kurt Le Fevre is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial, Mariner Independent Advisor Network, Ameriprise, and Edward Jones. Le Fevre is also involved with Mariner Independent Advisor Network, where he provides investment advisory services. 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 offers a fiduciary-based advisory model and employs a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

David Bahnick is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at LPL Financial and Valley National Advisers Inc. Bahnick is also involved in non-variable insurance activities through Capital Planning Services Corp. and related entities. 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 using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Craig Breitsprecher is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017 and previously at Independent Financial Group LLC and LPL Financial. Outside of his advisory work, he is involved in a music business under Fires in the Distance LLC. 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 variety of managed account solutions. The firm operates under a fiduciary advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Jeffrey Byas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 16 years before joining Private Advisor Group and LPL Financial in 2020. In addition to his advisory role, he serves as a seminar instructor for Business Management Associates and Planning, Inc., teaching topics related to financial and retirement planning. 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 that incorporates third-party strategists and technology platforms to deliver a range of investment approaches.

Richard Rosa is a financial advisor at Private Advisor Group, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, AXA Advisors, and Montclair State University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and managed account solutions. The firm employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.

James Graham IV is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Lincoln Financial Advisors Corp and LPL Financial LLC. Outside of his advisory work, he is involved in selling non-variable insurance products including term life and universal life insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based approach combines client goal assessment with portfolio management and model portfolio selection from leading strategists, utilizing multiple investment strategies and technology platforms.

Ryan Bedross is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and three years of industry experience. He has previously worked at Riverstrong Capital and was self-employed prior to joining Private Advisor Group. Bedross also operates under the business names Warwick Valley Financial Advisors and K-12 Financial Advisors within Private Advisor Group. 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, utilizes technology platforms, and provides access to a range of investment strategies through third-party managers and proprietary solutions.

Sajni Shah is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior work includes roles at Fidelity Investments, Bank of America, Merrill, Wells Fargo Advisors, Camino Advisors, LPL Financial LLC, and Mariner Independent. 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, utilizing a fiduciary-based advisory model and a variety of investment strategies and technology platforms.

Gregory Hood is a financial advisor with Private Advisor Group, LLC in Columbia, Tennessee. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2021, he worked at Edward Jones and Polyguard Products, Inc. He is also a commissioned Notary Public for the state of Tennessee. 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 a range of managed account solutions and employs a fiduciary advisory model that incorporates multiple investment strategies and third-party managers.

Robert Woodend is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, previously working at Ameriprise and LPL Financial. 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 managed account solutions, including proprietary and third-party platforms.

Michelle Nocito is a Series 66-licensed financial advisor with 20 years of industry experience. She is currently with Private Advisor Group, LLC since 2020 and has previously worked at LPL Financial, Ameriprise Financial Services, PNC Wealth Management, Cetera Investment Services, and Ryan Beck & Co. Outside of advising, she serves as an elected member of the Voorhees Township Committee and is an adjunct professor at Camden County College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and 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 TAMPs.

Ankit Kumar Jalan is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and five years of industry experience. He has previously worked at LPL Financial, Waggoner Financial, and held roles at Michigan State University in the Department of Teacher Education. 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 and technology platforms, including proprietary solutions and third-party managers.

William Wahl III 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 Hornor Townsend & Kent Inc and Edward Jones. Wahl operates under the Private Advisor Group and LPL Financial platforms. 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 advisory model that combines client goal assessment with discretionary and non-discretionary management, utilizing proprietary and third-party investment solutions.

Zebediah Becker is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. Prior to his current role, he worked at LPL Financial, LLC and Grant Thornton LLP. 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 through a fiduciary-based advisory model.

Timothy Waite is a CFP® professional with 34 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with National Planning Corporation and Integrity Investment Advisors, LLC. Outside of his advisory role, he co-owns a day spa and salon in Lansdale, PA. 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 that combines client goal assessment with portfolio management and selection of third-party managers using diverse strategies and technology platforms.

Daniel Murphy is a CFP® with 40 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2015. He also maintains a role as an independent insurance agent, a position he has held since 1985. Based in Cincinnati, OH, Murphy’s career includes affiliation with LPL Financial, llc, concurrent with his tenure at Private Advisor Group. 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 including their proprietary WealthSuite and third-party programs. The firm’s fiduciary-based advisory model combines client goal assessment with portfolio management or manager selection, utilizing diverse investment strategies and technology platforms.