Christopher Dorsey is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, Charles Schwab, Edward Jones, and Heritage Wealth Management Group. 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 incorporating technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Kathryn Murphy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior work includes roles at LPL Financial and Cambridge Investment Research Advisors. She is also involved with Sound Healthcare, assisting with benefit enrollment in Nashville, TN. 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 model and utilizes various technology platforms and third-party managers to tailor investment strategies.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 13 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2016 and was previously with Waddell & Reed from 2013 to 2016. 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 combines client goal assessment with the use of technology platforms and third-party managers.

Robert Wells is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Valic Financial Advisors for five years before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, Wells is involved in coffee roasting and performs as a musician with The Imaginary Blues Band. 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 both proprietary and third-party investment platforms and strategies.

Diane Woodward is a CFP® professional with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC. She previously worked at Strategic Wealth Advisors Group, LPL Financial, and several other firms. Diane is involved in an independent advisory business, Mariner Independent Advisor Network, through which she provides investment advisory services. 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 model and uses a range of investment strategies, including third-party managers and technology platforms, to meet client goals.

Lone Bjork is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. Bjork holds a Series 66 designation and has previously worked at firms including LPL Financial, Raymond James Financial Services, Cambridge Investment Research Advisors, and Equitable Advisors. Prior to entering the financial sector, Bjork was employed at The Swedish School for Children. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and employs a variety of investment strategies often implemented through third-party managers and advisory programs.

Richard Pond is a financial advisor with Private Advisor Group, LLC in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. He operates Pond Wealth Management, LLC, providing investment advisory services through Private Advisor Group. 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, leveraging technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

James Pigot is a Series 66-licensed financial advisor at Private Advisor Group, LLC with six years of industry experience. His prior work includes roles at LPL Financial, KPMG, and the SUNY Binghamton School of Management. He also provides administrative support to independent investment advisor firms affiliated with his current employer. 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, utilizing both proprietary and third-party investment strategies across multiple asset classes and platforms.

Xinyu Liu is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. Their prior roles include positions at LPL Financial, Cetera Wealth Services, Avantax Investment Services, and Paxel Consulting LLC. Liu is involved with Paxel Consulting LLC, a firm focused on international tax law and holistic financial planning. 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 through proprietary and third-party platforms. The firm operates a fiduciary-based advisory model that incorporates various investment strategies and utilizes technology platforms to manage client assets.

Nathan Reusser is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC since 2015. He has concurrently worked with LPL Financial since 2004. 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, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and turnkey asset management programs.

Trevor Skaar is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Private Advisor Group since 2015 and has been affiliated with LPL Financial since 2012. He is also licensed to sell life insurance and fixed annuity products in Minnesota. 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 discretionary and non-discretionary advisory services, managed account solutions including its proprietary WealthSuite platform, and access to third-party managers, implementing a fiduciary-based advisory model.

Max Weintraub is a financial advisor with Private Advisor Group, LLC who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Private Advisor Group since 2016 and also has experience with LPL Financial, LLC dating back to 2013. 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 direct portfolio management with access to third-party strategists and uses a variety of investment methods supported by proprietary technology platforms.

Logan Haydel is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and three years of industry experience. His professional background includes roles at Prestige Wealthwide, Flow Point Partners, and the Colorado Athletic Club. He provides investment advice under the business name Rockwell Advisors through Private Advisor Group. 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 offers a range of managed account solutions, including proprietary platforms and third-party strategies.

Michael Guarino III is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at Edward Jones and LPL Financial. Guarino provides investment advisory services through Private Advisor Group, an independent investment advisor firm. 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 model using a variety of investment strategies and technology platforms, offering managed account solutions including its proprietary WealthSuite and third-party TAMPs.

Matthew Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2016 and has been affiliated with Investment Services Group since 1997. Brown is also involved in life and fixed annuities through non-variable insurance activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, among other services. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies, technology platforms, and third-party managers.

Frank Sabatucci is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously was with Waddell & Reed from 2004 to 2010. Outside of his advisory role, Sabatucci is involved in real estate development as president and owner of North Temple Builders, Inc., and he is a real estate associate broker with RE/MAX. 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 advisory programs. The firm uses a fiduciary-based approach and combines technology platforms with a range of strategies, often implementing advice through third-party managers and TAMPs.

Thomas Lazenby II is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 27 years of industry experience, including 18 years at Stifel Nicolaus & Co Inc and prior roles at Powell Johnson, Wells Fargo Clearing, and Prudential Equity 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 employs a fiduciary-based advisory model, leveraging technology platforms and offering a range of investment approaches and third-party manager options.

Erik Myers is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes positions at LPL Financial, Pruco Securities LLC, and The Prudential Insurance Company of America. He provides administrative support to Private Advisor Group in addition to his advisory role. 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 uses a fiduciary-based advisory model incorporating both proprietary and third-party investment strategies.

Douglas Krug is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC, with over two decades at Reliable Securities Inc. Outside of his advisory roles, he is licensed as a real estate agent. 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 model, using various investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Tristan Bolton is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, Lion Street Advisors, and Assetmark, Inc. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. 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, including proprietary and third-party platforms. The firm operates under a fiduciary model, offering both discretionary and non-discretionary services while utilizing multiple investment strategies and technology platforms.