Timothy Mckenna Jr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including LPL Financial, LLC and Independent Financial Partners. In addition to his advisory roles, he manages Harvest Financial Planning, Inc., a business entity established for tax and investment purposes. 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 utilizes various investment strategies and technology platforms to assist clients in achieving their financial goals.

Mark Casciola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with firms including LPL Financial, Invest Financial Corporation, Ameritas Investment Company, LLC, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to managed account solutions, employing a fiduciary-based advisory model that integrates proprietary platforms and third-party managers.

John Galego is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has previously worked at LPL Financial, Osaic FA, Inc., and Veravest Investment Advisors, Inc. Galego is involved in providing advisory services primarily through Private Advisor Group. 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 managed account solutions including proprietary and third-party platforms and employs a fiduciary-based advisory model utilizing a range of investment strategies and third-party managers.

Keith Salegna is a financial advisor with Private Advisor Group, LLC and has 32 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial and Private Advisor Group since 2011, as well as maintaining a longstanding affiliation with Ray Young since 1993. Salegna is also involved with RK Wealth Advisors, LLC in a non-investment capacity. 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 utilizes a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Jonathan Caplan is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at firms including Mariner Independent Advisor Network and Atlas Private Wealth Advisors. Since 1996, he has also served as President of Caplan Capital Management, Inc., providing discretionary investment advisory services. 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 model that incorporates technology platforms and a range of investment strategies, often utilizing third-party managers and managed account solutions.

Daniel Green is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing. Green provides investment advisory services through Private Advisor Group, where he has worked since 2013. 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 and third-party platforms. The firm employs a fiduciary advisory model, combining various investment strategies with technology platforms and often utilizing third-party managers and TAMPs.

Steven Gottlieb is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Valic Financial Advisors, Goldman Sachs Wealth Services, and Morgan Stanley. 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 multiple strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Jonathan Frisch is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 credentials. He has 19 years of industry experience and has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved with Financial Freedom Partners, a business related to his work at LPL. 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 advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Mason Monroe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including LPL Financial, Legacy Wealth Planning, Mariner Independent Advisor Network, Wells Fargo Clearing, and Waddell & Reed. 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 managed account solutions through proprietary and third-party platforms.

John Passey is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial LLC, Good Life Advisors, Sterling Fox Financial, Raymond James Financial Services, and Edward Jones. He also operates Good Life Advisors, LLC, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model.

Nicholas Samara is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Madison Wealth Planners and LPL Financial. Before entering finance, he spent nine years with Madison Public School and four years at Rowan University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement consulting through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based model that utilizes technology platforms and a variety of investment strategies, often implementing advice via third-party managers and advisory programs.

Joseph Pigot is a financial advisor with Private Advisor Group, LLC, holding a Series 63 credential and bringing 28 years of industry experience. His prior work includes positions at LPL Financial and GWFS Equities. He operates several investment advisory businesses, including Flynn Financial Partners and Premier Wealth Partners, under the Private Advisor Group platform. 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 advisory model that utilizes proprietary and third-party investment solutions along with technology platforms to implement various investment strategies.

Jeffrey Tracey is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked with Private Advisor Group, LLC and LPL Financial, LLC since 2012, and previously with Osaic FA, Inc. from 2006 to 2012. 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, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Lester Botkin is a CFA® charterholder with 18 years of industry experience currently with Private Advisor Group, LLC since 2015. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. He is also associated with Botkin Family Wealth Management and engages in a separate entity, Halo Holdings, LLC, for tax and investment purposes. 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 integrates technology platforms and offers access to third-party managers and proprietary managed account solutions.

Jordan Lee is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and has previously worked at Bank of America and LPL Financial LLC. Outside of financial advising, he is also a licensed public notary in Fresno, CA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Daniel Beck is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities, Fifth Third Bank, and LPL Financial LLC. Outside the financial industry, he was involved with Exceeding Reality Performance Nutrition for two years. 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 uses a fiduciary-based model, employing various investment strategies and technology platforms while offering access to third-party managers and proprietary managed account solutions.

Evan Dockter is a financial advisor with Private Advisor Group, LLC holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Private Advisor Group, he worked at LPL Financial LLC and operated Dockter Media Inc. He has experience as a self-employed professional dating back to 2015. 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 including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

Kamal Kabra is a Series 65-licensed financial advisor with Private Advisor Group, LLC in Louisville, KY, and has three years of industry experience. Prior to joining Private Advisor Group, he worked at Retirement Planning Solutions, LLC for three years and has been employed at Humana since 2000, where he serves as an IT Operations Manager. Outside of his advisory role, Kabra is involved in insurance sales through World Financial Group Insurance Agency, LLC, and participates in a family-owned Great Clips franchise managed by his spouse. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based advisory approach using a combination of proprietary and third-party platforms and strategies, including access to a range of managed account solutions and alternative investments.

Edward Smith is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Merrill, LPL Financial, Western Wealth Management, and A. G. Edwards & Sons, Inc. He also operates under the DBA Integrity Wealth Partners, providing investment advisory services through Private Advisor Group. 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 and integrates proprietary and third-party investment solutions.

Clark Osterhout is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior firms include Edward Jones, Wells Fargo Clearing, LPL Financial, and Mariner Independent Advisor Network. He serves as treasurer on the boards of two nonprofits, Silver Wishes and the Rotary Club of Lincoln, and is a member of the City of Lincoln Fiscal & Oversight Committee. 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 offers managed account solutions through proprietary technology platforms and third-party managers.