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Janet H

Series 63, Series 65, Series 66

Phoenix, AZ

Private Advisor Group, LLC

Janet Horowitz is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 designations and over 41 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC and RBC Capital Markets. She provides investment advice through her business, Janet Horowitz LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various advisory programs. The firm uses a fiduciary-based model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
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Amber H

Series 66

Fishers, IN

Private Advisor Group, LLC

Amber Hoover is a Series 66 registered advisor with Private Advisor Group, LLC and has one year of industry experience. Her prior work includes roles at LPL Financial LLC, Lantern Global Advisors, SupplyKick Inc., and Sponsel CPA Group. 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 provides access to various managed account solutions and third-party managers.

Annuities Founder/Business Owner
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Ryan F

Series 66

Holyoke, MA

Private Advisor Group, LLC

Ryan Ferriter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, Paper City Management, and TRI Construction Company Inc. Ferriter is also involved with Crosstown Development LLC, a non-investment related business in Holyoke, MA. 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 provides managed account solutions through proprietary platforms and third-party strategists, employing a fiduciary-based advisory model.

Annuities Founder/Business Owner
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Patricia M

CFP®, Series 63

Westerville, OH

Private Advisor Group, LLC

Patricia McConnell is a CFP® professional with 24 years of experience in financial advisory roles. She is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Wells Fargo Advisors and Lincoln Investment. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm uses a fiduciary-based advisory model, combining client goals with strategies from leading asset managers and technology platforms.

Annuities Founder/Business Owner
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Daniel B

CFP®, Series 63, Series 65

Schererville, IN

Private Advisor Group, LLC

Daniel Bakker is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes roles at LPL Financial, Horace Mann Companies, and Charles Schwab & Co., Inc. In addition to his financial advisory career, he has maintained a longstanding role in direct sales with Vector Marketing Corporation. 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 integrates proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Andrew C

Series 66

Roseville, CA

Private Advisor Group, LLC

Andrew Chen is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Mariner Independent Advisor Network, LPL Financial, Rubicon Advisors, and Edward Jones. 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 that includes proprietary and third-party managed account solutions tailored to client goals and risk tolerances.

Annuities Founder/Business Owner
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Keegan W

Series 66, Series 63

East Lansing, MI

Private Advisor Group, LLC

Keegan Weckesser is a financial advisor with Private Advisor Group, LLC, holding the Series 66 and Series 63 registrations and with six years of industry experience. His prior experience includes roles at LPL Financial, LLC and Trinity Financial Advisors, LLC, as well as four years at Calvin University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model that combines discretionary and non-discretionary management with access to proprietary managed account solutions and third-party strategists.

Annuities Founder/Business Owner
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Ryan B

Series 66

Morristown, NJ

Private Advisor Group, LLC

Ryan Brunnock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at Private Advisor Group since 2019 and was previously employed by LPL Financial and Pathstone. 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 both proprietary and third-party investment platforms and strategies.

Annuities Founder/Business Owner
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Connor C

CFP®, Series 66

Springfield, IL

Private Advisor Group, LLC

Connor Carnduff is a CFP® professional with nine years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having joined both firms in 2021. Prior to that, he worked at Wells Fargo Clearing from 2017 to 2021 and spent a year at Caterpillar. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with a range of investment strategies implemented through both in-house and third-party managers.

Annuities Founder/Business Owner
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Mark A

Series 63, Series 65

Naples, FL

Private Advisor Group, LLC

Mark Alpert is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been with Private Advisor Group since 2013 and has worked with LPL Financial since 2011. Outside of his advisory roles, he is also a CPA providing tax preparation and accounting services, and he operates a financial firm that offers non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model utilizing a variety of investment strategies and technology platforms, often implementing client advice through third-party managers and managed account programs.

Annuities Founder/Business Owner
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Karen D

CFP®, ChFC®, Series 63

Wallkill, NY

Private Advisor Group, LLC

Karen Detorres is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 27 years of industry experience. She has worked at Private Advisor Group, LLC since 2016 and LPL Financial since 2010. Outside of her advisory roles, she is involved in a family business and partners in a marina operation. 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, leveraging technology and third-party managers to tailor investment strategies to client goals and risk tolerances.

Annuities Founder/Business Owner
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Marilyn S

CFP®, Series 66

San Ramon, CA

Private Advisor Group, LLC

Marilyn Suey is a CFP® professional with over 22 years of experience in the financial industry. She currently serves as an advisor at Private Advisor Group, LLC and has held roles at firms including LPL Financial and Ogilvie Security Advisors Corporation. In addition to her advisory work, she is an author and speaker, having written the book *36 Quick Tips for Savvy Women*, and serves as President and board member of Blackhawk Country Club as well as a nonprofit board member at Sequoia Living. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that integrates various investment strategies and technology platforms.

Annuities Founder/Business Owner
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Peter K

CFP®, Series 63, Series 65

Morristown, NJ

Private Advisor Group, LLC

Peter Kraus is a Certified Financial Planner® with 30 years of experience in the financial services industry. He has been with Private Advisor Group, LLC since 2015 and has a long tenure at LPL Financial LLC dating back to 2001. In addition to his advisory role, he is involved in tax preparation and accounting services through PK Tax Services. 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 employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions to tailor investment strategies for its clients.

Annuities Founder/Business Owner
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Douglas K

Series 66

Dunedin, FL

Private Advisor Group, LLC

Douglas Krug is a financial advisor at Private Advisor Group, LLC with a Series 66 credential. He has approximately one year of industry experience, having worked previously with Mariner Independent Advisor Network and LPL Financial LLC. Prior to his advisory roles, he held various positions in educational institutions. 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 a range of managed account solutions, including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Collin R

Series 65

Woodbury, TN

Private Advisor Group, LLC

Collin Reed is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 credential and previously provided investment advice through Stones River Wealth Management. Outside of his advisory work, he served with the Kittrell Volunteer Fire Department for four years. 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 employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, including proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Raymond T

Series 63, Series 65

Pompano Beach, FL

Private Advisor Group, LLC

Raymond Thomas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011, and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he owns Legacy Yacht Charters, a boat rental business in Lauderdale-by-the-Sea, FL. 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 access to various managed account solutions. The firm utilizes a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Keith W

CFP®, Series 63, Series 65

Okatie, SC

Private Advisor Group, LLC

Keith Wetjen is a CFP® professional with 27 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial. His prior experience includes roles at Lincoln Financial Advisors, The Leaders Group, Inc., and Private Capital Group, LLC. 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 investment strategies and technology platforms to implement advice through managed account solutions and third-party managers.

Annuities Founder/Business Owner
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John B

Series 63, Series 65

Morristown, NJ

Private Advisor Group, LLC

John Bays 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 and A. G. Edwards & Sons, Inc., and he provides advisory services through the Lewis Wealth Management DBA of Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary solutions through proprietary platforms and third-party managers.

Annuities Founder/Business Owner
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James C

Series 66, Series 63

Fairfield, CT

Private Advisor Group, LLC

James Clark is a financial advisor with Private Advisor Group, LLC, holding Series 66 and Series 63 credentials and 20 years of industry experience. He previously worked at UBS BSUL and UBS AG, and he is currently also affiliated with LPL Financial. Outside of his advisory role, he serves as a fitness and soccer coach for the Fairfield Parks and Recreation Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm offers both discretionary and non-discretionary solutions, incorporating proprietary platforms and third-party strategies to tailor investment approaches.

Annuities Founder/Business Owner
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Peter H

CFP®, Series 63, Series 65

Rolling Hills Estates, CA

Private Advisor Group, LLC

Peter Haroun is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial LLC, Mariner Independent Advisor Network, and Wells Fargo affiliates. Haroun is also involved with his own entity, Haroun Financial Group, Inc. 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, combining technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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