Paul Kupchok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Private Advisor Group since 2016 and was previously with Reby Advisors, LLC for five years. 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 through a fiduciary-based advisory model that incorporates third-party managers and proprietary technology platforms.

John Franchi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Private Advisor Group since 2015 and also has affiliations with LPL Financial and Main Street Wealth Management, LLC. 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 platforms and third-party strategists.

Arrin Simpson is a financial advisor with Private Advisor Group, LLC based in Plano, TX. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. His career history includes roles at Fisher Investments, Trajan Wealth, and First Command Financial Planning, among others. 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 access to proprietary and third-party managed account solutions through technology-driven platforms.

Lorenzo Duran is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and Greene Wealth Management and has a background that includes time at Michigan State University and other business activities related to investment advisory. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.

Michael Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also affiliated with Investment Services Group. Brown offers life and fixed annuities as part of his broader advisory activities. 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 programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement client solutions through both proprietary and third-party managers.

Megan Wursta is a CFP® with five years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. She has worked at Private Advisor Group since 2021 and has prior experience with LPL Financial, LLC, Wursta Corporation, and Willy Joe's Restaurant. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary platforms and third-party managers.

James Mehok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Private Advisor Group since 2018 and previously was affiliated with Independent Financial Partners. Mehok is also a commissioned notary public. 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’s advisory model is fiduciary-based, offering both discretionary and non-discretionary services using a range of investment strategies and technology platforms.

Steven Rau 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 long tenures at LPL Financial and Strategic Wealth Advisors Group. Rau is licensed as a life and health insurance agent in California. 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 with access to proprietary and third-party managed account solutions and employs various investment strategies through multiple technology platforms.

Jason Legg is a financial advisor at Private Advisor Group, LLC, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Advisor Group since 2015. Prior to that, he worked at LPL Financial starting in 2007. Outside of his advisory work, he owns and operates Great Lakes Aerial Photography, a business specializing in aerial video production. 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 uses a fiduciary-based advisory model, combining client goal assessments with portfolio management and third-party investment strategies.

Daniel Rowles is a CFP® and holds a Series 66 license with 22 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2011 and previously held roles at Ridgeway Conger Advisory Services, Merrill, PNC Wealth Management, and Citigroup Global Markets. 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 third-party managers and technology platforms to implement diversified investment strategies.

Dechristopher Curtin is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Waddell & Reed, INC. Outside of his advisory role, Curtin is active as a coach for Anderson County High and FC Alliance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions including its proprietary WealthSuite platform.

Joseph Frantz is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at several firms including LPL Financial and Mariner Independent Advisor Network. Outside of his advisory role, he is an assistant coach for both the men's and women's water polo teams at UC Davis and has a long-term involvement with USA Water Polo as a coach. He is also the owner of DJ EQwip, a business based in Concord, CA. 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 through proprietary and third-party platforms. Their fiduciary-based model combines client goals and risk tolerances with a range of investment strategies, often implemented through third-party managers and technology solutions.

Robert Everitt III is a CFP® with 22 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC, where he has worked since 2011, and also maintains associations with LPL Financial and Capital Planning Services Corp. Everitt provides financial planning and consulting services through Capital Planning Services Corp. 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 that uses both discretionary and non-discretionary approaches, integrating technology platforms and third-party managers to deliver customized investment solutions.

Richard Berquist is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 credentials and over 30 years of industry experience. His work history includes positions at Investors Financial Group, LPL Financial, and Waddell & Reed. Berquist provides investment advisory services through independent advisor firms. 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 employs a fiduciary-based model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers.

Ryan Rech is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2015, with prior experience at Merrill and Wells Fargo Clearing. Outside of his advisory role, he serves as president of Breakwater Real Estate Holdings, a business entity primarily for tax and investment purposes. 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 combines fiduciary-based advice with technology platforms and multiple investment strategies, providing access to proprietary and third-party managed account solutions.

Michael Bock is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and 22 years of industry experience. His prior work includes roles at LPL Financial, TIAA-CREF, Oppenheimer, and Raymond James Financial. He is also active as a non-variable insurance agent with Aflac. 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. The firm uses a fiduciary-based model that incorporates a variety of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Michael Zent Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked at firms including Mariner Independent Advisor Network, LPL Financial, Wells Fargo Advisors, and Citigroup Global Markets. Zent also has involvement with Camino Advisors and Camino Advisory Services, Inc., a non-investment-related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm operates a fiduciary-based advisory model that utilizes third-party managers and various investment strategies to meet client goals.

Sikander Mehdi is an advisor at Private Advisor Group, LLC with Series 63 and Series 65 licenses. He has professional experience spanning multiple roles in various industries since 2019, including positions at LPL Financial and Global Advisor Group, and has a background that includes work in education and service sectors. Mehdi has also managed operations for EZ Moving & Storage 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 a range of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and multiple investment strategies while often implementing advice through third-party managers and TAMPs.

William Tortorice is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, American Portfolios Advisors Inc., and Wealth Management Group, LLC. 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’s fiduciary-based model incorporates a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Thomas Compernolle is a financial advisor at Private Advisor Group, LLC with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial LLC, Ameriprise Financial Services Inc., Equitable Advisors, and Signator Investors, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model, utilizing a variety of investment strategies and technology platforms while often implementing advice via third-party managers and turnkey asset management programs.