Henry Bolen is a CFP®-designated financial advisor with 35 years of industry experience, currently with Private Advisor Group, LLC. He has worked at Private Advisor Group since 2019 and has held roles at Advantage Investment Management LLC and LPL Financial since 2012. Bolen also operates H. T. Bolen & Associates, a business involved in non-variable insurance products. 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 advisory model using third-party managers and technology platforms to deliver customized investment strategies.

William Ryon is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2011 and previously held roles at Ridgeway Conger Advisory Services and Merrill. Outside of advisory services, he provides retirement and lifestyle education courses through the Retirement Educators Group. 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 model, utilizing a variety of investment strategies and technology platforms while providing access to both proprietary and third-party managers.

Bruce Risler is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked with LPL Financial since 1997 and joined Private Advisor Group in 2013. Risler serves as a board member of Transformation Yoga Project, a nonprofit focused on health initiatives for at-risk youth and incarcerated individuals. 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 proprietary and third-party platforms and strategies, often implementing advice through multiple external managers and TAMPs.

Brian Testino is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. His prior experience includes roles at LPL Financial and Independent Financial Partners. Outside of finance, he serves as a captain with North Hudson Regional Fire & Rescue, a position he has held for over two decades. Private Advisor Group serves individuals, trusts, 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 a combination of proprietary platforms and third-party managers to deliver customized investment solutions.

Harold Hicks is a CFP® professional with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include tenures at Voya Financial Partners, VOYA Financial Advisors, Mariner Independent Advisor Network, and LPL Financial. Outside of his advisory work, he operates Mariner Independent Advisor Network 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 managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Tyler Roper is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cetera, and AdvisorNet Financial among other firms. Outside of his advisory role, he has been involved in marketing and agricultural products and has experience assisting in trading and operations support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies and technology platforms to support client goals.

Jarrod Renninger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at LPL Financial, Good Life Advisors, Bank of America, and Merrill Lynch. Renninger operates an independent registered investment advisory business through Private Advisor 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 and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Thomas Roberts is a financial advisor with Private Advisor Group, LLC and Pinnacle Advisor Group, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with LPL Financial and Harbor Lights Financial Group, Inc. In addition to financial advising, Roberts provides life coaching services focused on goal-setting and personal development and has taught a course on retirement planning at Cedar Crest College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm operates on a fiduciary basis, employing multiple investment strategies and technology platforms while often utilizing third-party managers and TAMPs.

Jeffrey Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at LPL Financial Corporation and Central Life Assurance Co. (Smith Agency). Outside of advisory services, he is involved in life, health, disability, and long-term care insurance sales. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Brandon Simmons is a CFP® with 27 years of industry experience, currently serving at Private Advisor Group, LLC. He previously worked at Strategic Wealth Advisors Group, LPL Financial, LLC, and Merrill. Outside of his advisory roles, he manages a sole proprietorship to employ his children. 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 and utilizes both proprietary and third-party technology platforms to implement a range of investment strategies.

Zachary Bromley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm applies a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies through technology platforms and managed account solutions.

Victor Alfieri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial, SEI Investments, Morgan Stanley, and Merrill. 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 solutions. The firm’s advisory model is fiduciary-based, combining client goals with options from a range of third-party strategists and technology platforms.

Robert Cumming is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes positions at Morgan Stanley from 2004 to 2011 before joining Private Advisor Group and LPL Financial in 2011. 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 offers access to various managed account solutions, including proprietary and third-party programs, and utilizes a fiduciary-based advisory model supported by multiple technology platforms.

Patrick Newton is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 63 designation and 21 years of industry experience. He has been with Private Advisor Group since 2013. Newton also sells fixed insurance as part of his business activities. 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 and utilizes technology platforms along with third-party managers and TAMPs to implement investment strategies.

David Gerkin is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Waddell & Reed. Gerkin also serves as a Notary Public for the State of Tennessee. 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 a fiduciary-based advisory model, employing both discretionary and non-discretionary strategies and utilizes technology platforms alongside third-party managers and TAMPs.

Noah Schwartz is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and operates his investment advisory services under the business name Stonebridge Wealth Management. His prior work includes roles in various customer service and operations positions, as well as a four-year period at Tufts University. 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 a range of investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Steve Cotton is a Series 66 licensed financial advisor with 26 years of industry experience. He has worked for LPL Financial since 2006 and has been with Private Advisor Group, LLC since 2019. Cotton is also president of Cotton Wealth Management Associates, LLC, where he focuses on non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes a range of investment strategies and technology platforms, providing access to both proprietary and third-party managed account solutions.

Matthew Hemphill is a Series 66 licensed financial advisor at Private Advisor Group, LLC with one year of industry experience. He previously worked at Mariner Independent and Zion Capital and serves as a pastor at New Life Orange County Church. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model with access to a range of investment strategies.

Vishal Gaur is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and a Series 63 license. He has 33 years of industry experience and has worked at firms including LPL Financial and Raymond James Financial. He is also involved with Gaur Financial Associates, LLC. 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 managed account solutions through proprietary platforms and third-party managers, using a fiduciary-based advisory model tailored to client goals and risk tolerances.

Michael Cunningham is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 designations and having 32 years of industry experience. His prior experience includes roles at LPL Financial, VSR Financial Services, Inc., and Securities America Advisors, Inc. He also operates Mike Cunningham Investments. 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 discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model that combines technology platforms and third-party strategists to tailor investment solutions.