Paul Colwell III is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Dw Inc. and LPL Financial. Colwell has been with Private Advisor Group since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a fiduciary-based advisory model combining proprietary and third-party managed account solutions.

John Carbone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and over 22 years of industry experience. He has worked at Private Advisor Group since 2018 and was previously with LPL Financial and National Planning Corporation. Carbone also owns and manages J Carbone & Associates, a tax preparation and accounting business he has operated since 1993. 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 a range of managed account solutions and employs a fiduciary-based advisory model that incorporates both direct portfolio management and manager selection using various investment strategies.

Sheridan Fearing is a Series 66-licensed financial professional with two years of industry experience. He currently works at Private Advisor Group, LLC and previously was associated with LPL Financial/StoneBridge Wealth Management, LLC. Outside of advisory work, he is a notary. 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’s fiduciary-based model includes proprietary managed account solutions and access to third-party managers, utilizing various investment strategies and technology platforms.

Thomas Waterway is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at LPL Financial, LLC, Lantern Global Advisors, and Pentera Group Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, utilizing a fiduciary-based advisory model and a range of investment strategies.

Justin Pangburn is a Series 66 licensed financial advisor with Private Advisor Group, LLC, based in Albany, NY. He has one year of experience with Private Advisor Group and three years at LPL Financial. His background also includes a year at American National Insurance and six years at SUNY Brockport. 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 advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

Kedisha Ebanks is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Ernst & Young, LLP for 17 years. In addition to her advisory role, Ebanks owns Aspiro Consulting Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through both proprietary and third-party platforms.

Sara Wynne is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Mariner Independent Advisor Network and LPL Financial LLC. Wynne’s background also includes roles outside finance, such as positions at Boise State University and Skyhawks Sports Academy. 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 a variety of advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and utilizes technology platforms to assist clients in achieving their financial goals.

Christopher Owen is a financial advisor with Private Advisor Group, LLC in Houston, TX. He holds a Series 65 designation and has experience in the industry since 2023. His background includes roles at Ascend Integrated Wealth and Teamwork Financial Group, as well as prior education-related experience at the University of Texas at Austin and Culver Military Academy. 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 leverages multiple strategies and third-party managers to meet client objectives.

Anthony Tsang is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at firms such as LPL Financial, Strategic Wealth Advisors Group, and Associated Planners Investment Advisory Inc. He is currently affiliated with Msec, LLC as well. Private Advisor Group serves a diverse clientele including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of services from portfolio management and financial planning to access to proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that utilizes various investment strategies and technology platforms.

Gregory Kupiec is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2003, joining Private Advisor Group in 2017. In addition to his advisory role, Kupiec operates insurance agencies focused on fixed annuities, life insurance, and property/casualty insurance. 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 that combines client goal assessment with manager selection and utilizes proprietary technology platforms alongside third-party managers and TAMPs.

Erin Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Private Advisor Group since 2016 and also has affiliations with LPL Financial and JBL Financial Services. 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 leverages various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Joseph Caplan is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Private Advisor Group, LLC and has previous experience with Mariner Independent Advisor Network, Caplan Capital Management, Ripco Real Estate, and Solomon Builders. 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 a range of investment strategies and third-party managers.

Jason Norton is a CFP® with 23 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and previously worked at LPL Financial, IFG Advisory, LLC, and Wells Fargo Clearing. Norton is based in Watkinsville, GA. 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 access to proprietary and third-party managed account solutions.

Terrence Gee is a financial advisor with Private Advisor Group, LLC, based in San Francisco, CA, holding a Series 63 designation and bringing 42 years of industry experience. His prior firms include Crown Capital Securities, LP and Quest Securities, 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 a range of managed account solutions and advisory programs. The firm employs a fiduciary-based advisory model that integrates technology platforms and third-party managers to implement diverse investment strategies.

Philip Platania is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with firms including J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. In addition to his advisory role, Mr. Platania is a licensed realtor and may assist clients in real estate transactions separately from his work at Private Advisor Group. 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 uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Edward Dempsey Jr. is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including roles at Private Advisor Group since 2013 and LPL Financial since 2006. Dempsey is involved with D&D Wealth Management LLC, a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that integrates technology platforms and offers managed account solutions, including its proprietary WealthSuite.

Tyler Eppich is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds the Series 66 credential and has prior experience at Wells Fargo Bank, N.A. among other firms. 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 provides access to proprietary and third-party managed account solutions through various technology platforms.

Daniel Johnson is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2026. His prior experience includes roles at Osaic Wealth Inc., SagePoint Financial, Inc., LPL Financial, and TIAA-CREF. 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 utilizes a fiduciary-based advisory model supported by technology platforms and a mix of investment strategies, often implementing advice through third-party managers and TAMPs.

Kevin Beaudoin is a financial advisor with Private Advisor Group, LLC in Traverse City, MI, holding a Series 66 designation and 25 years of industry experience. He previously worked at Morgan Stanley for five years before joining Private Advisor Group and LPL Financial in 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 employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Steven Miller is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 29 years of industry experience, including prior roles at Claraphi Advisory Network, James River Advisors, Triad Advisors, Inc., and his own firm, Miller & Associates, P.C. In addition to investment advisory services, Mr. Miller provides tax advice and tax preparation services separately from his work at Private Advisor Group. 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 advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.