James Perhacs is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Private Advisor Group since 2011 and is also associated with PAG Financial LLC and Morristown Financial Group, LLP. 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, using technology platforms and multiple investment strategies while offering managed account solutions including proprietary and third-party programs.

Trent Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, and has 17 years of industry experience. He has worked at LPL Financial since 2009 and is also associated with AK Financial Group. Outside of his advisory work, he is involved with OC Wealth Coach, a business focusing on life, health, disability, and long-term care insurance. 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 advisory programs. The firm employs a fiduciary-based model that utilizes technology platforms and third-party managers to deliver customized investment solutions.

Robert Kedra is a CFP® professional with eight years of experience currently serving at Private Advisor Group, LLC. He has also worked with LPL Financial and FPA Wealth Management since 2018. Outside of his advisory work, he is involved with Main Line Fashion Week and is the founder of a clothing brand company. 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 investment strategies, often implementing advice through third-party managers and TAMPs.

James Chapple is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Investors Financial Group, LLC and LPL Financial, LLC. 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 utilizing technology platforms and third-party managers to implement a variety of investment strategies.

Muhammad Shanzer Khan is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2020. Prior to his advisory career, he held positions in computer science and banking, including roles at Michigan State University and Bank Alfalah Limited. 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 multiple investment strategies, including both proprietary and third-party managed account solutions.

A.J. Kletkin is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to customize financial plans aimed at meeting their unique objectives and aspirations for both short and long term goals. He emphasizes earning clients' trust through competence and reliability. Prior to his current position, A.J. Kletkin worked in Energy Derivatives Sales & Trading at BNP Paribas from 2019 to 2023. His professional experience encompasses both financial consulting and energy derivatives markets. Outside of his professional life, A.J. Kletkin has personal interests in comedy, fitness, food, pets, and traveling.

Kent Schmidt is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including positions at Private Advisor Group since 2013 and LPL Financial since 2004. 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 employs a fiduciary-based advisory model that incorporates discretionary and non-discretionary services, utilizing proprietary and third-party platforms and strategies.

Jonathan Carpenter is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group, Capital Planning Wealth Management, and LPL Financial since 2013. Carpenter serves as a board member for Fellowship International Mission and Faith Evangelical Church. 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, utilizing multiple investment strategies and third-party managers through proprietary and external platforms.

Wayne Segear is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2021. His prior experience includes roles at Invicta Advisors, Trustmont Financial Group, VOYA Financial Advisors, and founding business names such as Inspire Wealth Group and Financial Coaching Services, Inc. He is also a partner in Ellsworth Segear & Company, a CPA firm offering tax and consulting services, through which he provides tax advice and preparation separate from his advisory role. 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’s fiduciary-based advisory model uses technology platforms and a variety of investment strategies, often implementing advice through third-party managers and managed account programs.

Michael Tsoukatos is a CFA® charterholder affiliated with Private Advisor Group, LLC, with three years of industry experience. His prior roles include positions at CCG Wealth Management, LLC and Pennymac Capital Markets. He operates under the business name Advanced Wealth Advisory, LLC while providing investment advice through 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’s fiduciary-based model incorporates both discretionary and non-discretionary services and utilizes third-party managers and technology platforms to implement diverse investment strategies.

Justin Petersmark is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has prior roles at LPL Financial LLC and Petersmark Financial Network. His background includes work in technology and academia with LEEDARSON IOT Technologies and the University of Michigan. 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. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies through proprietary platforms and third-party managers.

John Broman is a CFP® with 28 years of industry experience, currently advising through Private Advisor Group, LLC since 2019. He has also worked with Independent Financial Partners and LPL Financial during his career. Broman conducts seminars focused on fixed insurance products, primarily long-term care 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 utilizing both proprietary and third-party investment platforms and strategies.

Thomas Masters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His career includes roles at LPL Financial, Wrp Investments, Inc., Janney Montgomery Scott, and Parker/Hunter Incorporated. He is based in New Castle, Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, and offers proprietary and third-party managed account solutions.

Laura Rolling is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 18 years of industry experience, including previous roles at LPL Financial, LLC and Fifth Third Securities. Based in Louisville, KY, she has been with Private Advisor Group since 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model with a range of investment methods, implementing advice through both internal management and third-party managers.

Ilia Dalea is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, LPL Financial, D.A. Davidson & Co., Crowell, Weedon & Co., Citigroup Global Markets, and Charles Schwab. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms.

Richard Samara is a CFP®-designated financial advisor with over 42 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2014 and previously worked at Summit Equities, Inc., Summit Financial Resources Inc., and Chase Investment Services Corp. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies supported by various technology platforms.

Robert Drake is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including prior roles at Sigma Planning Corporation and Sigma Financial Corporation. 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 utilizes various investment strategies implemented through proprietary and third-party platforms.

Samuel Ledwitz is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and three years of industry experience. He is also president and attorney at the law firm Bezaire, Ledwitz & Borncamp, APC, where he has practiced for over 20 years. His prior experience includes roles at Jack Keeter & Associates, Equity Development Corporation, and Mariner Independent. 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 combining client goal assessment with portfolio management or manager selection from leading strategists and employs multiple investment strategies across proprietary and third-party platforms.

Brendan Kruh is a financial advisor at Private Advisor Group, LLC with Series 63 and Series 65 credentials. He has prior experience at Symmetry Partners, LLC and Working Capital Management LLC, and has worked in roles connected to Central Connecticut State 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 and offers a range of managed account solutions through proprietary platforms and third-party strategists.

Weili Jiang is a financial advisor at Private Advisor Group, LLC with five years of industry experience and a Series 66 designation. Prior to joining Private Advisor Group and LPL Financial, Jiang worked with Cetera and Avantax in various advisory roles. Outside of advising, Jiang is involved in accounting services through Lam, Po & Xu CPA’s, where they provide tax research and client tax services. 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. The firm uses a fiduciary-based advisory model and incorporates both proprietary and third-party investment platforms and managers.