Kelly Mecca is a CFP® professional with 10 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2020. Prior to this, Mecca worked at Merrill from 2014 to 2020. 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 and utilizes various technology platforms and third-party managers to implement investment strategies.

Daniel Parks is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC and his own Parks Wealth Management. Outside of advisory work, he has experience with Tactical Movers and various roles in educational and recreational organizations. 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 plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Terri Krueger is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. She has been with Private Advisor Group and LPL Financial since 2014. Outside of her advisory work, she serves as a notary and is involved in consulting and home-based roles with Pampered Chef. 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 that incorporates client goals and risk tolerances, utilizing both proprietary and third-party strategies alongside technology platforms like Orion and Pontera.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously spent over two decades at Gappa LLC and is involved in several non-investment related business ventures, including ownership of restaurants and a media company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.

Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has worked with Private Advisor Group since 2016 and has prior experience at LPL Financial, The Seltzer Group, and VOYA Financial Advisors, Inc. Outside of her advisory role, she is a notary public. 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 model using a variety of investment strategies and technology platforms, providing clients access to proprietary and third-party managed account solutions.

Susan Arnold is a CFP®-certified financial advisor with 26 years of industry experience. She is affiliated with Private Advisor Group, LLC and is also an owner of Northward Financial Group, where she operates a financial services practice independently from Private Advisor Group. In addition to investment advisory services, Ms. Arnold provides tax advice and preparation, separate from her work at Private Advisor Group, and holds a license to sell insurance products on a commission basis. 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 advisory model combines client goal setting with portfolio management or assistance in selecting third-party managers and model portfolios, utilizing multiple investment strategies and technology platforms.

Joseph Solomon is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial and Level Four Insurance Services, among others. He has operated his own financial group and company for several decades and has experience in tax preparation and accounting as president of Joseph Solomon Financial Group. 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 model, leveraging technology platforms and a range of investment strategies while offering both discretionary and non-discretionary advisory services.

Daniel Crocker is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2014. He previously worked with LPL Financial LLC (formerly Linsco/Private Ledger Corp.) for over three decades. Crocker provides investment advisory services through Sage Financial LLC, an independent registered investment advisory firm. 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 emphasizes a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to support client goals.

Jeremy Mason is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Private Advisor Group since 2015 and maintains affiliations with LPL Financial and Michigan Financial Group dating back to 2005. Outside of his advisory roles, he is a co-owner and operator of a small coffee roasting company. 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 variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies to meet client goals.

Daniel Youngblood is a CFP® professional with 17 years of industry experience. He is currently with Private Advisor Group, LLC and has held roles at Youngblood Wealth Management and LPL Financial, among others. His work encompasses both advisory and management capacities within these firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies implemented through third-party managers and programs.

Jeffrey Phillips is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and over 35 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing, and Morgan Keegan & Company, LLC. 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, including its proprietary WealthSuite platform and third-party TAMPs. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms.

Karin Le is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. She has held positions at Capital Planning Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank, among others. In addition to her advisory work, she acts as a Senior Wealth Advisor for Capital Independent Insurance Services LLC, focusing on insurance sales. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management and financial planning, using a combination of proprietary and third-party investment solutions.

Scott Murray is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 23 years of industry experience and has previously worked at LPL Financial, Mariner Independent Advisor Network, Voya Financial Advisors, and Valic Financial Advisors. Outside of his advisory roles, he operates Black Stone Financial, Inc., which provides non-variable insurance products including term and permanent insurance and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Ryan Kittredge is a CFP® with 19 years of experience, currently serving as a financial advisor at Private Advisor Group, LLC and affiliated with LPL Financial since 2012. He focuses on investment advisory services and holds the Series 63 designation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both in-house and third-party strategies supported by technology platforms to meet client goals and risk tolerances.

Paul Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and Voya Financial. Outside of his advisory work, he has engaged in coaching football. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides portfolio management, financial planning, and retirement plan consulting through a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing proprietary platforms and third-party managers.

Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently serving with Private Advisor Group, LLC since 2021. Her prior experience includes roles at LPL Financial, Level Four Advisory Services, Level Four Insurance Services, and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has been employed as a personal support worker with the Illinois Department of Human Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary investment advisory services and employs a fiduciary-based model that incorporates various strategies and third-party managers to meet client goals.

Beau Mankin is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. He has previously worked at Fifth Third Securities and Fifth Third Bank. Mankin is also involved in Latitude Capital LLC, a home-based business entity for tax and investment purposes. 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 range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Peter Danese is a financial advisor at Private Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2011, following eight years at Merrill. 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 that combines client goal assessment with portfolio management or manager selection, utilizing a range of strategies and technology platforms.

Jon Park is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Mariner Independent Advisor Network. Outside of his advisory work, he owns and oversees farm and ranch land operations in Hugo, Oklahoma. 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 model, utilizing technology platforms and third-party managers to provide a range of investment strategies.

Richard Fontana is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. Outside of his advisory work, he serves as secretary of Enhanced Sports Solutions, a company that designs and manufactures safety equipment for MLB umpires and catchers. 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, using both proprietary and third-party platforms to assist clients with a range of investment strategies.