Brian Derosier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group since 2012 and also associated with LPL Financial since 2011. In addition to his advisory work, he is a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and a variety of managed account solutions. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and technology platforms.

George Sukkar is a CFP® with 30 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2019. He previously worked at LPL Financial and Charles Schwab, where he spent a combined 10 years. Mr. Sukkar provides investment advice under the business name Millennium Wealth Management through Private Advisor Group. 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 advisory model, utilizing technology platforms and various investment strategies, often implementing advice through third-party managers and model portfolios.

Evan Franckhauser is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2016, following four years at Waddell & Reed. 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 advisory model, utilizing a combination of asset allocation, fundamental and technical strategies, and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Patrick Sullivan is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has worked with firms including LPL Financial and PAG Financial, LLC. Sullivan also spends part of his time selling fixed insurance products such as life and health insurance. Private Advisor Group provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including its proprietary WealthSuite platform and access to third-party managers and TAMPs.

Nicolas Carrion is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. Prior to joining Private Advisor Group, he spent eight years with LPL Financial LLC and has held positions at Pennsylvania State University and The Sagamore Resort. 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 utilizes proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Steven Glasberg 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 LPL Financial, Mariner Independent Advisor Network, D.A. Davidson & Co., and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies delivered through a combination of proprietary platforms and third-party managers.

Eric Waggoner is a financial advisor with Private Advisor Group, LLC, holding the CFP®, CFA®, and ChFC® designations and possessing 19 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is involved with Michigan State University and owns Black Tie Cattle 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-based advisory model using technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Jay O'Brien is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2015. He has been affiliated with LPL Financial, LLC since 2004. Outside of his advisory work, he owns Money Rules, an internet educational and marketing company that provides financial educational materials, including a financial blog. 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 various investment strategies through proprietary platforms and third-party managers.

Jack Kremer is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2026, he worked at PNC for three years. He holds a degree from the University of Pittsburgh. 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 incorporates a variety of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has previously worked at Fidelity and LPL Financial and has been with Private Advisor Group since 2013. Valis serves as a chapter president for a local business networking organization and occasionally delivers educational presentations on wealth management at Worcester Polytechnic Institute. 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 managed account solutions. The firm’s fiduciary-based approach utilizes technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Nathaniel Barnette is a CFP® professional at Private Advisor Group, LLC with four years of industry experience. He has worked at LPL Financial since 2022 and previously held positions at AT&T and Raymond James Financial Services. In addition to his advisory role, Barnette provides administrative support to Private Advisor 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 a range of managed account solutions and employs fiduciary-based advisory models, utilizing technology platforms and third-party managers to implement investment strategies.

Sean Khaligh is a CFP® professional with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial LLC, Strategic Wealth Advisors Group, and Wells Fargo Advisors. Outside of his advisory work, he is involved with several non-investment ventures, including serving as an investor and director at Vostok Foods LLC and owning Caviar Biotech LLC. 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 managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals and risk tolerances with portfolio management and the selection of third-party strategists.

Dominic Rosso is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC. He has previously worked at LPL Financial and Hoffman Wealth Management and has additional experience outside of financial services, including roles at Target Corporation and educational positions at John Carroll University and Penn-Trafford High School. Mr. Rosso also provides tax advice and preparation services, which are conducted separately from his investment advisory practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model, utilizing a variety of strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Anthony Pettograsso is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 34 years of industry experience, including roles at Private Advisor Group since 2013 and LPL Financial since 2004. Outside of his advisory work, Pettograsso has involvement in thoroughbred racehorse ownership and breeding. 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 includes discretionary and non-discretionary management, using a combination of in-house and third-party portfolio strategies.

Carolyn Oh is a CFP® with 22 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at Goldman, Sachs & Co, Sagepoint Financial, Inc., Mariner Independent Advisor Network, LLC, and LPL Financial. 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 and managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to third-party strategists and technology platforms.

Andrew Newman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes five years at Wells Fargo Advisors before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a range of investment strategies and technology platforms, often utilizing third-party managers and model portfolios from major strategists.

Riley De Rosier is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. Riley has experience working with LPL Financial LLC and previously operated DeRosier & Associates. Outside of finance, Riley has been involved with local baseball organizations, including Brainerd/Baxter Baseball and youth sports programs. 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 variety of managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model that incorporates diverse investment strategies and technology tools.

Christopher Dime is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Northwestern Mutual, and Mariner Independent Advisor Network, among others. Dime serves as an Assistant S4 in the United States Army Washington National Guard, a role he has held since 2015. He is also a content creator for the YouTube Partner Program. Private Advisor Group, LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, using a variety of investment strategies and technology platforms, and leverages third-party managers and TAMPs to deliver tailored investment solutions.

Paul Merrill is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at firms such as Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and LPL Financial. Outside of his advisory work, he is involved in a family manufacturing startup that produces truck camper shells. 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 a variety of managed account solutions. The firm employs a fiduciary-based advisory model that combines technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Edward Livrieri Jr. is a CFP® professional with over 32 years of experience in the financial industry. He is affiliated with Private Advisor Group, LLC and LPL Financial, LLC, serving since 2012, and has operated Livrieri & Golub Inc. since 1999, a firm involved in accounting and tax preparation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm employs a fiduciary advisory model and integrates technology platforms and third-party managers to provide customized investment solutions.