Tanner Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 10 years of industry experience, previously working at firms including Oak Lane Advisors and Waddell & Reed, Inc. Outside of his advisory role, Mr. Johnson is self-employed in carpentry and other construction-related jobs. 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 model and utilizes both proprietary and third-party investment strategies and technology platforms.

Jonathon Allen is a CFP® with 10 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with LPL Financial and Parks Wealth Management. 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 operates under a fiduciary model and employs multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Joseph Russo is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His prior roles include positions at LPL Financial, Advantage Investment Management, National Planning Corporation, Walnut Street Advisers, and operating his own firm, J.R. Russo Investment Advisors. He is a board member of Race Realty, an activity separate from his advisory practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing 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, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Rich Grivas is a financial advisor with Private Advisor Group, LLC in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Private Advisor Group, he worked at Fidelity Investments in various roles from 2006 to 2025. He operates under the business name Spartan Lake Wealth for providing investment advice and is also licensed to sell insurance products on a commission basis, separate from his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and other advisory services. The firm employs a fiduciary-based model utilizing various investment strategies and technology platforms and provides access to proprietary and third-party managed account solutions.

Terese Roberts is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. She holds a Series 66 credential and has previously worked at Bolton Global Asset Management, Bolton Global Capital, and Merrill. Roberts also serves as co-trustee of the Stephen Mark Roberts Trust and is a notary public in Texas. 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, offering both discretionary and non-discretionary services, and integrates a variety of investment strategies and technology platforms.

Erin Eason is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. She has worked at notable firms including Morgan Stanley, Merrill, and UBS Financial Services. Outside of her advisory role, she is involved in hospitality management and caregiving activities in her local community. 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 technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Roy Blumberg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Private Advisor Group since 2012 and has prior experience with LPL Financial, Janney Montgomery Scott, and Intl Advisory Consultants Inc. He operates a registered investment advisory business under the DBA Horatio Street Wealth Management. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers both discretionary and non-discretionary management, utilizing a fiduciary-based model that incorporates proprietary and third-party investment solutions.

Howard Arend is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, having previously spent over two decades with Northwestern Mutual in various roles. Outside of his advisory work, he is involved with Inspired Ink, LLC, a non-investment-related business. 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 both discretionary and non-discretionary approaches and offers a range of managed account solutions through proprietary and third-party platforms.

Jason Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 12 years of industry experience, with prior roles at LPL Financial, Mariner Independent Advisor Network, Wells Fargo Clearing, and Morgan Stanley. 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 model and utilizes both proprietary and third-party investment platforms and strategies.

James Lyons Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His career includes roles at PNC Wealth Management, Wells Fargo Clearing, and BNY Mellon Securities Corporation. Lyons also operates a wealth management practice under the name JK Lyons Wealth Management. 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 employs a fiduciary-based advisory model and utilizes various technology platforms and investment strategies while offering access to proprietary and third-party managed account solutions.

Brian Mercado is a CFP® with 14 years of industry experience, currently advising at Private Advisor Group, LLC. He previously spent 12 years at Mid Atlantic Capital Corporation and JSF Financial LLC. He owns Leda Financial Corp., through which he operates an independent financial services practice. 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 that includes proprietary and third-party managed account solutions.

Wendy Kelly is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 24 years of industry experience, having previously worked at WealthSpire Advisors and Osaic FA, Inc. In addition to her advisory role, Ms. Kelly is a notary public, offering notarial services separate from her investment work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms and strategies.

David Breault is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding Series 63 and Series 66 credentials and over 40 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. Breault operates under a hybrid registered investment advisor arrangement with Private Advisor Group. 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 uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and technology platforms.

Dale Hornberger is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He has worked at LPL Financial since 2009 and is also involved with Mariner Independent Advisor Network, Douglas & Hornberger, LLP, and Diablo Tax Professionals, 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 various advisory programs. The firm offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services.

Jeff Shafer is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with firms including Lincoln Financial Advisors Corporation and LPL Financial LLC. Shafer is also involved in selling life, long-term care, and disability insurance through a separate business activity. 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 various investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Andrew Karlinski is a CFP® with 42 years of industry experience. He is affiliated with Private Advisor Group, LLC since 2022 and has held roles at LPL Financial, LLC since 2009 and AK Financial Group since 1983. He is based in Basalt, Colorado. 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. The firm uses a fiduciary-based advisory model, employing multiple investment strategies and technology platforms while integrating third-party managers and TAMPs.

Vesnaann Tucker is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. She has previously worked with LPL Financial, LLC, and has a background that includes roles outside of finance, such as participating in the hospitality and home care sectors. Additionally, she is involved in a non-investment related side activity creating commissionable lifestyle content for Rewardstyle. 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 multiple investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Jeffrey Johnson is a CFP® with Series 63 credentials affiliated with Private Advisor Group, LLC. He has one year of experience in financial advising and concurrently works at LPL Financial. Prior to his advising career, he has worked at Delta Air Lines for over ten years. 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 range of managed account solutions and employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services.

Ener Almanza is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 10 years of industry experience, including prior work with LPL Financial, LLC. Outside of his advisory work, Almanza is involved in organic farming through his home-based business, Zumo, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions, including its proprietary WealthSuite platform, and employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.

Dennis Wallace is a financial advisor with Private Advisor Group, LLC who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has been with Private Advisor Group since 2012 and has worked at LPL Financial since 2006. Wallace also has experience at Eagle Strategies, where he worked from 1998 to 2006. 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 and uses multiple strategies and third-party managers to tailor investment solutions.