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Richard S

Series 63, Series 65

York, PA

Private Advisor Group, LLC

Richard Shuster is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and was previously with VOYA Financial Advisors, Inc. from 2006 to 2013. Outside of finance, he has a background as a musician, specifically as a drummer. 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 model and utilizes multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
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Henry H

Series 63, Series 65

Fishers, IN

Private Advisor Group, LLC

Henry Hernandez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent seven years at Gimbal Financial LLC and over two decades at LPL Financial. 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 a range of managed account solutions through proprietary platforms and third-party strategists.

Annuities Founder/Business Owner
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Michael L

Series 63, Series 65

St. Augustine, FL

Private Advisor Group, LLC

Michael Lysenko is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He also has over three decades as an independent insurance agent and offers tax advice and preparation services through a separate business. 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 employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Larry F

CFP®

Pine Grove, CA

Private Advisor Group, LLC

Larry Fletcher is a CFP® professional with 40 years of industry experience. He has worked at Ameriprise, LPL Financial, and Mariner Independent Advisor Network before joining Private Advisor Group, LLC. In addition to his advisory work, he provides investment advisory services through Mariner Independent Advisor Network LLC, an independent registered investment advisor. Private Advisor Group, LLC 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 that utilizes both proprietary and third-party investment platforms and strategies.

Annuities Founder/Business Owner
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Jason M

Series 66

Morristown, NJ

Private Advisor Group, LLC

Jason McCarthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at LPL Financial, Raymond James & Associates, Uvest Financial Services Group, Inc., and Harrisdirect LLC. He also provides administrative support to Private Advisor Group as a compliance officer. 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 and offers proprietary and third-party managed account solutions through various technology platforms.

Annuities Founder/Business Owner
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Miranda G

CFP®, Series 66

Camarillo, CA

Private Advisor Group, LLC

Miranda Gerda is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Private Advisor Group, LLC since 2026 and previously served at Mariner Independent Advisor Network, LLC and Summit Wealth Management Group, Inc. Her background also includes a role at LPL Financial, 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 including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.

Annuities Founder/Business Owner
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Brian W

CFP®, ChFC®, Series 66

San Carlos, CA

Private Advisor Group, LLC

Brian Wong is a CFP® and ChFC® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, having joined in 2026, and previously held roles at LPL Financial and Mariner Independent Advisor Network. Wong has a background that includes extensive work with various insurance carriers and Waddell & Reed, Inc. 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 and utilizes a range of investment strategies implemented through both in-house portfolio management and third-party managers.

Annuities Founder/Business Owner
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John W

Series 63

Oswego, NY

Private Advisor Group, LLC

John Winchek is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. 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 managed account solutions. The firm employs a fiduciary-based advisory model, utilizing multiple strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Melissa D

Series 63, Series 66

Cedar Rapids, IA

Private Advisor Group, LLC

Melissa Darden is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has worked with firms including LPL Financial, Advantage Investment Management LLC, and J.R. Russo Investment Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party managed account solutions. The firm employs a fiduciary-based advisory model, integrating various investment strategies and technology platforms to support client goals.

Annuities Founder/Business Owner
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Shane A

CFP®, Series 66

Springfield, IL

Private Advisor Group, LLC

Shane Adkins is a CFP® professional with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, Fintegra, LLC, and Merrill. 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 that utilizes various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Sean S

Series 66

Morristown, NJ

Private Advisor Group, LLC

Sean Sullivan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and having 14 years of industry experience. He has worked with Private Advisor Group, LPL Financial, and Private Advisor Network since 2012. 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 various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Louis D

Series 66

Albany, NY

Private Advisor Group, LLC

Louis Dangelo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at LPL Financial, Anheuser-Busch InBev, and Ernst & Young. He is based in Albany, NY. 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 numerous investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Joan C

CFP®, Series 63, Series 66

Reston, VA

Private Advisor Group, LLC

Joan Confoy is a CFP® professional with 33 years of industry experience. She is currently with Private Advisor Group, LLC and LPL Financial, and has prior experience at Raymond James Financial Services Advisors and FINRA’s Office of Dispute Resolution, where she has served as an arbitrator since 2000. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs including proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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Albert P

Series 63, Series 65

Birmingham, MI

Private Advisor Group, LLC

Albert Pryka is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and was previously with PNC Wealth Management from 2010 to 2013. 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 incorporates third-party managers, technology platforms, and a range of investment strategies.

Annuities Founder/Business Owner
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John C

CFP®, Series 63, Series 65

Roseville, CA

Private Advisor Group, LLC

John Campaigne Jr. is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Mariner Independent Advisor Network, Retirement Wealth Advisors, and his own firm, Campaigne Financial Group. In addition to advisory roles, he has been involved in selling fixed life, health, and disability insurance through Campaigne Insurance Associates. 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 and utilizes various investment strategies delivered through both in-house portfolio management and third-party strategists.

Annuities Founder/Business Owner
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Donald K

CFP®, Series 63, Series 65

Wexford, PA

Private Advisor Group, LLC

Donald Kremer is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial and Cantella & Co., Inc. Kremer has maintained his own firm, Kremer & Associates, Inc., which offers non-variable 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 employs a fiduciary-based advisory model utilizing a range of strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Ashley H

Series 66

Middleton, WI

Private Advisor Group, LLC

Ashley Haubrich is a financial advisor with Private Advisor Group, LLC who holds a Series 66 designation and has 19 years of industry experience. She has worked at Private Advisor Group since 2014 and has also been associated with LPL Financial since 2010. Outside of advising, she has involvement in a pet waste management business, providing occasional administrative support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary advisory model that integrates technology and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Robert P

Series 66

Memphis, TN

Private Advisor Group, LLC

Robert Peters is a financial advisor with Private Advisor Group, LLC based in Memphis, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, he owns Petersbuilt Solutions, a basic web design business. 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 employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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William A

Series 65

New Providence, NJ

Private Advisor Group, LLC

William Angelo is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and concurrently practices as a Certified Public Accountant at Angelo & Associates CPAs PC, where he provides tax advice and tax preparation services. He is also licensed to sell insurance and offers certain insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and third-party asset management programs.

Annuities Founder/Business Owner
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Luis G

CFP®, Series 66

Morristown, NJ

Private Advisor Group, LLC

Luis Granados is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2014, following six years at Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that includes working with well-known strategists such as Fidelity, BlackRock, and Invesco.

Annuities Founder/Business Owner
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