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Wendy H
CFP®, Series 66
Reno, NV
Private Advisor Group, LLC
Wendy Hammond is a CFP® with 18 years of industry experience. She currently serves as an advisor at Private Advisor Group, LLC and has prior experience with Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and Wells Fargo. In addition to her advisory work, she holds a notary commission in Reno, NV. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm’s advisory approach is fiduciary-based, employing a range of investment strategies and technology platforms while often utilizing third-party managers and TAMPs.
Chin P
Series 63, Series 65
Plano, TX
Private Advisor Group, LLC
Chin Po is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, he worked at Cetera and Avantax Advisory Services, among other firms. He also operates Paxel Consulting LLC, which provides accounting, tax preparation, and business consulting services, and is involved with an education nonprofit organization as a director. 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 managed account solutions including proprietary platforms and third-party TAMPs, employing multiple investment strategies and a fiduciary-based advisory model.
Richard S
Series 63, Series 66
Needham, MA
Private Advisor Group, LLC
Richard Suder is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Edward Jones. 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 employs a fiduciary-based advisory model and utilizes technology platforms alongside multiple investment strategies, often implementing advice through third-party managers and TAMPs.
Faith R
Series 66
Morristown, NJ
Private Advisor Group, LLC
Faith Ryan is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has two years of industry experience. She previously worked with LPL Financial and MACRO Consulting Group. Outside of advisory work, Faith is also a commissioned notary. 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 its proprietary WealthSuite platform and third-party programs. The firm employs a fiduciary-based advisory model that combines client goal gathering with portfolio management and the selection of managers and model portfolios from major strategists.
John B
Series 66
Lawrenceburg, TN
Private Advisor Group, LLC
John Beasley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2016 and has been involved with various insurance carriers through W&R Insurance Agencies since 2011. 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 its proprietary WealthSuite platform and alternative investments through CAIS. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and TAMPs.
Scott S
CFP®, Series 63, Series 65
Alamo, CA
Private Advisor Group, LLC
Scott Sprague is a CFP® professional with 37 years of industry experience, currently associated with Private Advisor Group, LLC. His prior roles include tenures at LPL Financial and Mariner Independent Advisor Network, among others. He is also involved in managing Sprague Wealth Solutions and New West Insurance, which provide non-variable insurance products. 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, combining in-house portfolio management and third-party strategist selections, supported by technology platforms and a variety of investment strategies.
Liam M
Series 66
Charleston, SC
Private Advisor Group, LLC
Liam Mcgarry is a financial advisor at Private Advisor Group, LLC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, Strategic Asset Services, and New York Life Insurance Company. 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. The firm employs a fiduciary advisory model and uses multiple investment strategies implemented through both in-house portfolio management and third-party managers.
William S
Series 66
St. Clair Shores, MI
Private Advisor Group, LLC
William Scarfone is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at IFP Securities, Independent Financial Partners, and TIAA-CREF. He provides investment advice under the business name True North Financial 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 utilizes a range of investment strategies implemented through proprietary platforms and third-party managers.
Stephanie M
Series 63, Series 65
Berwyn, PA
Private Advisor Group, LLC
Stephanie McCullough is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes long-term roles at American Financial Management Group, Triad Advisors, and IFG/Russell Advisors. Outside of investment advising, she creates online courses and workshops focused on wealth management for women and co-hosts "Take Back Retirement," a podcast offering retirement advice for women. 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 both in-house and third-party managers and technology platforms to deliver a range of investment strategies.
Michael S
Series 63, Series 65
Mt. Laurel, NJ
Private Advisor Group, LLC
Michael Sharp is a financial advisor with Private Advisor Group, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. He has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions, using a fiduciary advisory model that incorporates third-party managers and advanced technology platforms.
Colin P
CFP®
Buffalo, NY
Private Advisor Group, LLC
Colin Pratt is a CFP® professional with five years of industry experience, currently affiliated with Private Advisor Group, LLC. He also provides investment advice through Pratt Collard Advisory Partners LLC, operating under the business name Pratt Collard Buck Advisory Group. 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 managed account solutions including proprietary platforms and third-party investment managers.
Charles N
Series 65
Buffalo, NY
Private Advisor Group, LLC
Charles Noonan is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and provides investment advice under the Pratt Collard Buck Advisory Group name. Prior to his current role, he worked at the University at Buffalo and St. Joseph's Collegiate Institute. 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 and utilizes proprietary and third-party technology platforms to offer a range of investment strategies and managed account solutions.
Molly B
Series 66
Northborough, MA
Private Advisor Group, LLC
Molly Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at LPL Financial, Infinex Investments, and Monson Savings Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with 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 multiple investment strategies, utilizing both proprietary and third-party platforms.
Laura C
Series 63, Series 66
San Francisco, CA
Private Advisor Group, LLC
Laura Carmany is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, LP and Quest Securities, Inc. prior to her current roles. 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 includes using technology platforms and third-party managers to implement a range of investment strategies.
Jacquelyn L
Series 66
Lawrence, KS
Private Advisor Group, LLC
Jacquelyn Leon is a financial advisor at Private Advisor Group, LLC with three years of industry experience and holds a Series 66 designation. She has previously worked at the US Department of Treasury and has experience in the gig economy with Uber. 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 a range of investment strategies and third-party managers.
Joshua G
Series 66
Oklahoma City, OK
Private Advisor Group, LLC
Joshua Gleason is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Textron. 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, including their proprietary WealthSuite platform. The firm operates a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management through technology platforms and third-party strategists.
Willem H
Series 65, Series 63
West Chester, PA
Private Advisor Group, LLC
Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point 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 employs a fiduciary-based advisory model utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.
Christopher C
CFP®, Series 66
Morristown, NJ
Private Advisor Group, LLC
Christopher Camburn is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has prior experience with LPL Financial and Wells Fargo Clearing. Camburn is also involved in providing financial planning, portfolio management, pension consulting, and educational seminars through his registered investment advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal setting with portfolio management and selections from third-party strategists, utilizing various investment methods and technology platforms.
John H
Series 63, Series 66
Charlottesville, VA
Private Advisor Group, LLC
John Hamilton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at LPL Financial, BOFA Securities, Bank of America, and a decade of service in the United States Navy. He is also involved with The Legacy Foundation. 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. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms.
Gary S
Series 63, Series 66
Morristown, NJ
Private Advisor Group, LLC
Gary Sluck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he has served as a high school basketball referee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that leverages technology platforms and third-party managers, providing both discretionary and non-discretionary investment solutions.
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