Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Paul W
CFP®, Series 63
Golden Valley, MN
Private Advisor Group, LLC
Paul Wilson is a CFP® with 27 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012. Wilson is involved in the sales and service of fixed life, disability, long-term care, and health insurance products. 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 uses a fiduciary-based advisory model and employs a range of investment methods delivered through technology platforms and third-party managers.
Mark G
Series 66
Morristown, NJ
Private Advisor Group, LLC
Mark Giordano is a financial advisor at Private Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Independent Financial Partners. In addition to his advisory work, he is an attorney with The Giordano Law Firm, PC, and is involved in a film production company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement 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 TAMPs.
Eric S
CFP®, Series 63
Canonsburg, PA
Private Advisor Group, LLC
Eric Sluss is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Sluss manages advisory activities through his DBA, The Sluss Advisory Group, affiliated with LPL Financial. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary and third-party platforms.
Michael H
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Michael Hecht 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 since 2014 and has prior experience at LPL Financial LLC, 1717 Capital Management Company, and UBS Financial Services. Outside of his advisory role, Hecht is involved with ECH Financial LLC, a non-investment-related business entity. 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 offers a range of managed account solutions, including proprietary and third-party programs.
Anthony A
Series 63, Series 65
Charlottesville, VA
Private Advisor Group, LLC
Anthony Arcuri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Private Advisor Group since 2015 and was previously with Wells Fargo Clearing from 2007 to 2015. Outside of his advisory role, he is a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm operates a fiduciary-based model that combines client goal assessment with access to a range of third-party managers and proprietary investment platforms.
Gregory R
CFP®, Series 63, Series 65
Tulsa, OK
Private Advisor Group, LLC
Gregory Ruley is a CFP® with 31 years of industry experience currently affiliated with Private Advisor Group, LLC. His career includes roles at LPL Financial LLC and Voya Financial Advisors, as well as operating Ruley Financial Group LLC. 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 through a fiduciary-based advisory model.
Michael O
Series 63, Series 66
Idaho Falls, ID
Private Advisor Group, LLC
Michael Onkes is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, VOYA Financial Advisors, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.
Peter B
CFP®, CFA®, Series 63
Averill Park, NY
Private Advisor Group, LLC
Peter Brucato is a financial advisor with Private Advisor Group, LLC, holding CFP® and CFA® designations and over 23 years of industry experience. His prior work includes roles at LPL Financial and AIG Valic. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and managed account solutions using a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies.
Lauren M
Series 66
West Chester, PA
Private Advisor Group, LLC
Lauren Mc Grath is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Lidl US. Mc Grath is also associated with Financial Planning Associates, LLC and LPL Financial LLC. 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 both discretionary and non-discretionary advisory services and utilizes a fiduciary-based model with access to proprietary and third-party investment strategies and technology platforms.
Scott S
Series 63, Series 65
Syracuse, NY
Private Advisor Group, LLC
Scott Stevens is a financial advisor with Private Advisor Group, LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Private Advisor Group in 2015, he worked at LPL Financial, LLC and Mutual of Omaha Investor Services, Inc. Stevens is involved with Eastgate Financial Group, Inc., an investment-related business entity. 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. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.
Isaac C
CFP®, Series 66, Series 63
Alpharetta, GA
Private Advisor Group, LLC
Isaac Cockfield III is a financial advisor with Private Advisor Group, LLC and holds the CFP® designation along with Series 66 and Series 63 licenses. He has 24 years of industry experience, including roles at LPL Financial and various other firms. He also serves as a financial counselor to military service members through Zeiders Enterprises. 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 utilizing proprietary technology and third-party managers to deliver a range of investment strategies.
Stephen L
CFP®, ChFC®, Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
Stephen Littenberg is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including tenures at National Asset Management, Inc. and National Securities Corp, as well as Voya Financial Partners, LLC. He conducts his investment advisory services under the business names Scholar Wealth Management and Scholar 401k Solutions. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a variety of investment strategies.
Franklin S
Series 66
Morristown, NJ
Private Advisor Group, LLC
Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial and CUNA Mutual Group. He also provides administrative support to Private Advisor Group as a separate business activity. 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, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and programs.
Michael B
Series 66
Albany, NY
Private Advisor Group, LLC
Michael Brandt is a financial advisor with Private Advisor Group, LLC in Albany, NY, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at LPL Financial LLC, Pioneer Savings Bank, and Equitable Advisors. 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’s fiduciary-based model combines technology platforms and multiple investment strategies, often utilizing third-party managers and proprietary solutions such as WealthSuite.
Raymond B
Series 63
Morristown, NJ
Private Advisor Group, LLC
Raymond Bolleia is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. He is based in Morristown, NJ. 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 through proprietary and third-party platforms and employs a fiduciary-based advisory model that incorporates multiple investment strategies.
Robert H
Series 63, Series 65
Jenks, OK
Private Advisor Group, LLC
Robert Hoffman Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at KeyBanc Capital Markets, Wells Fargo Clearing, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies implemented through both proprietary and third-party managers.
Joseph G
Series 63, Series 66
Naples, FL
Private Advisor Group, LLC
Joseph Gazall is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Private Advisor Group since 2015 and has worked with LPL Financial since 2004. Outside of his advisory work, he owns Bio-Care Inc, a private testing company specializing in occupational medical surveillance testing in Michigan and Ohio, where he also serves on the board. 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 operates a fiduciary-based model using a broad range of investment methods and technology platforms, often implementing advice through third-party managers and strategy providers.
Ryan D
CFP®, Series 63
Albany, NY
Private Advisor Group, LLC
Ryan Duff is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2018, and also maintains a role at LPL Financial, LLC that dates back to 2016. Prior to these positions, he worked at Pioneer Savings Bank from 2015 to 2017. Private Advisor Group serves a diverse clientele including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions, employing a fiduciary-based advisory model that incorporates a range of investment strategies and third-party managers.
Richard A
Series 63
Fort Myers, FL
Private Advisor Group, LLC
Richard Anderson is a financial advisor at Private Advisor Group, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and Investors Financial Group. Anderson also has experience in life insurance products. 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 wrap and non‑wrap advisory programs. The firm employs a fiduciary-based advisory model and utilizes a combination of proprietary technology platforms and third-party managers to implement investment strategies.
Colin C
Series 63, Series 65
West Chester, PA
Private Advisor Group, LLC
Colin Cissne is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Morgan Stanley. He is based in West Chester, PA. 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 approach, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters