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John G
Series 63
Albany, NY
Private Advisor Group, LLC
John Gigliello is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 22 years of industry experience, including service at LPL Financial since 2004. Outside of advising, he is involved in tax preparation and accounting services through JGG Tax Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a variety of managed account solutions. The firm’s fiduciary-based advisory model combines the use of technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.
William H
Series 63, Series 65
Franklin, TN
Private Advisor Group, LLC
William Holden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include eighteen years at Stifel Nicolaus & Co. Inc. and positions at LPL Financial LLC, 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, utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and Model Advisory Programs.
John C
Series 63, Series 66
Louisville, KY
Private Advisor Group, LLC
John Cahill is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and FIFTH THIRD SECURITIES, Inc. Cahill serves on the board of BNI Kentucky/Tennessee as a director consultant. 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 and managed account programs. The firm employs a fiduciary-based model that includes discretionary and non-discretionary services, utilizing both proprietary and third-party investment platforms and strategies.
Duane P
Series 63, Series 66
King of Prussia, PA
Private Advisor Group, LLC
Duane Pinnock is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Kestra Advisory, and The Vanguard Group. Pinnock has previously been employed by True Light Fellowship Church for multiple years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and diverse investment strategies, often implementing advice through third-party managers and programs.
Dana M
CFP®, Series 63, Series 65
Horsham, PA
Private Advisor Group, LLC
Dana Mosk is a CFP® with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2015. Prior to her advisory career, she was involved in education through substitute teaching and worked with the Philly Kidz After School Enrichment Program. 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 managed account solutions through proprietary and third-party platforms. The firm operates a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to support client goals.
Colby L
Series 66
Old Hickory, TN
Private Advisor Group, LLC
Colby Long is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and six years of industry experience. His prior roles include positions at LPL Financial LLC, Securian Financial Services, Shoemaker Financial, and Minnesota Life Insurance Company. Outside of his advisory work, he has been involved with Oakley CPA, PLLC in a non-investment capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes technology platforms and third-party managers to deliver tailored investment solutions.
John K
Series 63, Series 65
Morristown, NJ
Private Advisor Group, LLC
John Kraeutler is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at LPL Financial since 2014 and previously held positions at Wrp Investments, Inc., JK Capital Management, and Main Street Management Company. 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 utilizes technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.
William H
ChFC®, Series 63, Series 65
Oswego, IL
Private Advisor Group, LLC
William Hammond is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at T2 Asset Management, LLC, Woodbury Financial Services, Inc., and LaSalle St. Investment Advisors, L.L.C. In addition to investment advisory services, Mr. Hammond provides tax advice and tax preparation through Hammond Capital Management Ltd, separate from his work with Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm uses a fiduciary-based advisory model and integrates both proprietary and third-party investment platforms.
Anthony P
Series 63, Series 65
West Chester, OH
Private Advisor Group, LLC
Anthony Poe is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, spanning from 2005 through 2019. Outside of finance, he operated AJPOE Photography for 11 years. 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 that incorporates a variety of investment strategies and third-party managers, supported by proprietary technology platforms.
Graham M
CFP®, Series 65, Series 66
Mt. Juliet, TN
Private Advisor Group, LLC
Graham Mattes is a financial advisor with Private Advisor Group, LLC, holding CFP® certification and Series 65 and 66 licenses. He has 22 years of industry experience and has worked at firms including Edward Jones, Waddell & Reed, and TD Ameritrade. Mattes is involved in managing investment advisory services through Private Advisor Group and also serves as a managing partner in insurance-related ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and provides access to both proprietary and third-party managed account solutions.
Jay S
Series 66
Seattle, WA
Private Advisor Group, LLC
Jay Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior firms include Stonebridge Wealth Management, National Asset Management, and UBS Financial Services. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, with these activities conducted separately from his investment advisory services. 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 consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms and managers to implement a range of investment strategies.
Douglas W
Series 63, Series 65
Williamsville, NY
Private Advisor Group, LLC
Douglas Washburn is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial and First Allied Advisory Services. Private Advisor Group serves individuals, trusts, 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 model, utilizing both proprietary and third-party strategies, technology platforms, and a range of investment methods.
Michael G
CFP®, Series 63, Series 65
San Francisco, CA
Private Advisor Group, LLC
Michael Gregg is a CFP® professional with 17 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at Strategic Wealth Advisors Group and LPL Financial, among other firms. Gregg is also involved with Mariner Independent Advisor Network LLC, an independent investment advisory firm through which he provides advisory services. Private Advisor Group serves a range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm follows a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms to assist clients in meeting their financial goals.
Richard M
CFP®, Series 66
West Hartford, CT
Private Advisor Group, LLC
Richard Marciano is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Aurum Wealth Management Group, Marcum Wealth Management, CIBC Private Wealth, and UBS Financial Services. 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 in-house portfolio management and third-party strategists, supported by proprietary technology platforms and a range of investment strategies.
Joshua A
Series 63
Independence, OH
Private Advisor Group, LLC
Joshua Anglin is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Signator Investors. He is based in Independence, Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model that offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions and third-party strategists.
Lester B
Series 63, Series 65
McMurray, PA
Private Advisor Group, LLC
Lester Botkin is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, Citigroup Global Markets, and Hefren Tillotson, Inc. Botkin has been with Private Advisor Group and affiliated with LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model that combines client goal assessment with access to proprietary and third-party managed account solutions.
Megan R
Series 66
Morristown, NJ
Private Advisor Group, LLC
Megan Resch is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisors LLC. 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 and integrates proprietary and third-party platforms and investment strategies.
Daniel J
Series 66
Morristown, NJ
Private Advisor Group, LLC
Daniel Jago is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2007 and has been with Private Advisor Group, LLC since 2015. 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 provides access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs, often implementing advice through external managers and technology platforms.
Robert S
CFP®, Series 63
Hilton Head, SC
Private Advisor Group, LLC
Robert Scott is a Certified Financial Planner® with 33 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015, and also maintains a long-standing affiliation with LPL Financial dating back to 2004. Scott has operated several wealth management entities throughout his career. 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 managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.
Mark R
CFP®, Series 63
Morristown, NJ
Private Advisor Group, LLC
Mark Reimet is a CFP® with 35 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also associated with LPL Financial, having previously worked for MML Investors Services, Inc. and MassMutual Life Insurance Company. Reimet serves as a board member of the Ocean City Youth Athletic Association, a nonprofit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to various managed account solutions and utilizes a fiduciary-based advisory model that incorporates technology platforms and third-party managers.
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