Robert Samara is a financial advisor at Private Advisor Group, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Wealth Planners, LPL Financial, and PSEG. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm operates a fiduciary-based model that incorporates technology and a range of investment strategies while utilizing both in-house and third-party managers.

Thomas Montulli is a financial advisor at Private Advisor Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 2011. His prior experience includes roles at Ensemble Financial Services, Inc. and Trusted Securities Advisors Corp. Outside of advisory services, Montulli sells fixed annuities, disability insurance, long-term care insurance, and life insurance. Private Advisor Group, LLC 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’s fiduciary model includes discretionary and non-discretionary management, utilizing technology platforms and a range of investment strategies often implemented through third-party managers.

Jeffrey White is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 38 years of industry experience. He has worked at LPL Financial since 1994 and has been with Private Advisor Group since 2016. Outside of his advisory role, he plays guitar in a small orchestra and occasionally teaches guitar music lessons. 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 model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Elliot Rybak is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes over a decade at Bank of America and advisory roles at The Chamberlin Group and C2P Capital Advisory Group. 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 using a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

Adon Vanwoerden is a CFA® charterholder with 17 years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at Neuberger Berman LLC and Merrill. He serves on the board of Bridging Access to Care Inc., a nonprofit providing health and social services in New York City. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

Lisa Clapper is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 14 years of industry experience. Her prior experience includes roles at Raymond James & Associates and Morgan Stanley. She also manages Strategic Advisory Services, LLC, an independent investment advisory firm. 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 and managed account programs. The firm employs a fiduciary-based model that integrates technology platforms and third-party strategists to tailor investment solutions.

Russell Stola is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including over two decades at LPL Financial before joining Private Advisor Group. In addition to his advisory role, he has been involved in tax preparation and accounting services for individuals and small businesses through Stola & Associates, Corp. 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 incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Joseph Frederick Jr. 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 Capital Planning Wealth Management and LPL Financial, among others. 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, offering both discretionary and non-discretionary services and utilizing proprietary and third-party investment platforms.

Nicholas Cohee is a CFP® and holds a Series 66 license with five years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with Legacy Wealth Planning, Mariner Independent Advisor Network, and LPL Financial. Outside of financial advising, he served as Race Director at China Peak Mountain Resort. 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 that uses a variety of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Francis Tedesco is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at MassMutual Life Insurance Company, MML Investors Services LLC, 5th Street Advisors, LLC, and Optimum Quantvest Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with a range of investment strategies and third-party manager selections.

Andrew Stitt is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial for 11 years. Outside of his advisory role, Stitt serves as the head lacrosse coach at Moravian Academy High School in Bethlehem, PA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and integrates technology platforms alongside a variety of investment strategies and third-party managers.

Daniel Misse is a financial advisor with Private Advisor Group, LLC in Metairie, LA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and VOYA Financial. Outside of advisory work, he is the owner of a sporting goods business, BIGICE LLC. 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 advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Scott Tapper is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 credentials. He has 31 years of industry experience, including time at LPL Financial since 2002. Tapper is involved in offering group benefits and qualified retirement plans through an affiliated 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 and offers a range of managed account solutions including its proprietary WealthSuite platform and third-party investment managers.

William Mccurdy is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked previously at Cornerstone Financial Services, CoreCap Advisors, Bank of Ann Arbor, TIAA, Vista Maria, and Charles Schwab. He also operates as an insurance agent, selling insurance products and annuities to a similar client base on a part-time basis. 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 advisory model that leverages proprietary and third-party investment platforms and managers to meet client goals and risk tolerances.

Michael Porrey Jr. is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at LPL Financial since 1998 and leadership positions at MAP Wealth Management LLC and IHT Wealth Management LLC. Outside of his advisory work, Porrey is also a commissioned notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to provide a wide range of investment strategies and managed account solutions.

Adam Schorr is a financial advisor with Private Advisor Group, LLC and PAG Financial, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at LPL Financial from 2009 to 2023. Schorr also provides administrative support within 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 access to various managed account solutions through both proprietary and third-party platforms. The firm employs a fiduciary-based advisory model, utilizing multiple investment methods and often implementing strategies via third-party managers and TAMPs.

Craig Cacase is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at LPL Financial LLC, Waddell & Reed, Inc., and various insurance carriers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategists.

Christopher Knight is a CFP® with 27 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. He has worked at LPL Financial since 2007 and has been with Private Advisor Group since 2012. 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 managed account solutions including proprietary and third-party programs. The firm follows a fiduciary-based advisory model and employs a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Martin Wissing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 26 years of industry experience. His career includes roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC before joining Private Advisor Group and operating Wissing Wealth Management since 2014. He is also involved in renovating and reselling properties in Louisville, KY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm operates a fiduciary-based advisory model, utilizing a variety of strategies and third-party managers to tailor investment solutions for clients.

Christopher Dame is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior firms include LPL Financial, Royal Alliance Associates, and Fidelity. He operates his investment advisory services under the business names Plaza Wealth Management and Rockwell Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and access to a variety of managed account solutions using a fiduciary-based advisory model.