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Thomas O
Series 66
Annapolis, MD
Private Advisor Group, LLC
Thomas O'Connor is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Private Advisor Group and LPL Financial, he worked at Leidos in various roles from 2019 to 2025. He also founded O'Connor's Painting Service, Inc. in 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite platform, third-party TAMPs, and alternative investments, utilizing a fiduciary-based advisory model supported by technology platforms and multiple investment strategies.
Walter W
Series 63, Series 65
Bala Cynwyd, PA
Private Advisor Group, LLC
Walter Watson Jr. 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 2013, following prior roles at Raymond James Financial and Wells Fargo Clearing. 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 and uses a range of investment strategies, often implementing advice through third-party managers and technology platforms such as its proprietary WealthSuite.
Stephen N
Series 63
Naples, FL
Private Advisor Group, LLC
Stephen North is a financial advisor with Private Advisor Group, LLC in Naples, FL, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Investors Financial Group, LPL Financial, and Mutual Service Corporation. Private Advisor Group serves a diverse client base including 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 using various investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.
Kelsey P
Series 66
Owensboro, KY
Private Advisor Group, LLC
Kelsey Peacock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Private Advisor Group since 2015 and previously was with LPL Financial and Money Concepts Capital Corp. In addition to her advisory role, she is a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and a variety of managed account solutions, including its proprietary WealthSuite platform. The firm operates a fiduciary-based advisory model that leverages technology and third-party managers to tailor investment strategies to client goals and risk tolerances.
Anthony L
Series 66
Tucson, AZ
Private Advisor Group, LLC
Anthony Laporta is a financial advisor at Private Advisor Group, LLC with Series 66 credentials and experience beginning in 2026. Prior to his current role at Private Advisor Group and LPL Financial, he worked at Leidos Inc from 2021 to 2023 and served in the United States Air Force Civil Service as well as the Air Force Reserves since 2004. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers various managed account solutions and employs a fiduciary-based advisory model that integrates technology platforms and third-party managers.
Raymond A
CFP®, Series 66
Berkeley Heights, NJ
Private Advisor Group, LLC
Raymond Angelo is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Private Advisor Group, LLC since 2012 and previously worked at UBS Financial Services from 2008 to 2012. 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 utilizes a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.
Kyle M
Series 66
Dunmore, PA
Private Advisor Group, LLC
Kyle Macrina is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including LPL Financial, JP Morgan Chase & Co., and Lincoln Financial Advisors 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 provides access to proprietary managed account solutions, third-party strategies, and alternative investments.
Matthew G
Series 66
Irvington, NY
Private Advisor Group, LLC
Matthew Gilmore is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at LPL Financial, Mass Mutual Investors Services, and Equitable Advisors. Outside of his advisory work, he serves as a board member for a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, retirement plan consulting, and managed account solutions to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party strategies, utilizing technology platforms and a variety of investment methods.
Robert J
CFP®, Series 63, Series 65
Duluth, GA
Private Advisor Group, LLC
Robert Jones III is a CFP® with 26 years of industry experience, currently serving at Private Advisor Group, LLC since 2018. His prior experience includes tenure at LPL Financial, INVEST Financial Corporation, Raymond James Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Fairmont Woods Unit Owners Association Inc. 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 a range of advisory programs. The firm operates a fiduciary-based model that incorporates technology platforms and diverse investment strategies while utilizing third-party managers and turnkey asset management programs.
Rebecca W
Series 65
Alamo, CA
Private Advisor Group, LLC
Rebecca Wynarczyk is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 65 designation and has worked at multiple firms including Mariner Independent, Financial Planner Group, LLC, and LPL Financial. Outside of her role at Private Advisor Group, she is involved with Financial Planner Group, LLC, providing investment services through Mariner Independent. 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, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing a variety of investment strategies and third-party managers.
Michael T
Series 66
Plymouth, MN
Private Advisor Group, LLC
Michael Tervo is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked with LPL Financial and UBS Financial Services. 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 managed account solutions. The firm employs a fiduciary-based advisory model that integrates technology platforms and a range of investment strategies, often utilizing third-party managers and turnkey asset management programs.
Galina K
Series 63, Series 65
Rochester, NY
Private Advisor Group, LLC
Galina Kolossovsky is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior firms include LPL Financial, City National Bank, RBC Capital Markets, J.P. Morgan Securities, and Chase Investment Services Corp. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies, often implementing advice through third-party managers and TAMPs.
Jason C
Series 65, Series 63
Sacramento, CA
Private Advisor Group, LLC
Jason Campbell is a financial advisor with Private Advisor Group, LLC in Sacramento, CA, holding Series 65 and Series 63 credentials and having 10 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, LLC, LPL Financial, LLC, USA Financial Securities, and Cornerstone Financial Group. Outside of his advisory work, he is the owner of JEC Tax & Financial Services, Inc., which provides tax preparation and accounting services. 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, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.
John G
ChFC®, Series 63, Series 66
Glastonbury, CT
Private Advisor Group, LLC
John Greer Jr. is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 43 years of industry experience, including long tenures at Northwestern Mutual affiliated companies from 1976 to 2019 and subsequent roles at LPL Financial and Private Advisor Group since 2019. 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 employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.
James S
Series 63, Series 65
Owensboro, KY
Private Advisor Group, LLC
James Sullivan Jr. is a financial advisor with Private Advisor Group, LLC in Owensboro, KY, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2014 and was previously with Osaic FS, Inc. from 2011 to 2014. Outside of his advisory role, he is involved with Ignite Baits LLC, a business unrelated to investment advisory. 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 range of investment strategies while offering access to proprietary and third-party managed account solutions.
Garin R
Series 66
Westerville, OH
Private Advisor Group, LLC
Garin Rydalch is a financial advisor at Private Advisor Group, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, Lido Advisors, Lincoln Investment, Shore Morgan Young, and Switchback Global Capital. He also 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 employs a fiduciary-based model and utilizes a variety of investment strategies while offering both proprietary and third-party managed account solutions.
John F
Series 63
Morristown, NJ
Private Advisor Group, LLC
John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior work includes roles at LPL Financial from 2007 and A.G. Edwards & Sons, Inc. from 2003. 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, including its proprietary WealthSuite platform. The firm’s fiduciary-based model involves client goal and risk assessment to either directly manage portfolios or assist in selecting managers and model portfolios from leading strategists, utilizing multiple investment methods and technology platforms.
Michael C
Series 66
Morristown, NJ
Private Advisor Group, LLC
Michael Capriotti is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Merrill, and founded Capriotti & Company. Capriotti also provides non-variable insurance services, including life, health, disability, and fixed annuities. 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 technology platforms and a range of investment strategies, often implementing advice through third-party managers and program sponsors.
Robert W
Series 66
Evans, GA
Private Advisor Group, LLC
Robert Wiswell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Morgan Stanley and Wells Fargo Clearing. He operates a registered investment advisory business under the name Wiswell Wealth Management through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm’s investment approach integrates client goals and risk tolerances with multiple strategies and third-party managers, supported by proprietary and external technology platforms.
Robert S
Series 63, Series 66
Morristown, NJ
Private Advisor Group, LLC
Robert Streit Jr. is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, LLC and Invest Financial Corporation. Additionally, he has been affiliated with Beneficial Savings Bank since 2008. 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 model that utilizes both proprietary and third-party investment strategies and technology platforms.
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