Lucas Anderson is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. and currently has overlapping roles at Investors Financial Group, LLC and LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based, utilizing a combination of technology platforms and third-party managers to implement a range of investment strategies.

Scott Nihart is a financial advisor with Private Advisor Group, LLC in East Lansing, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains roles with Flynn Wealth Partners 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 employs a fiduciary-based advisory model that utilizes a range of investment strategies and technology platforms, including proprietary managed account solutions and third-party managers.

James Clark is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He has held roles at firms including LPL Financial and Independent Financial Partners. Clark holds a Series 63 credential and occasionally sells fixed life insurance and long-term care policies. 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 and utilizes technology platforms along with a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Eric Norman is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior firms include Investors Financial Group, LPL Financial, and Ameriprise. He is based in Plymouth, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using technology platforms and a variety of investment strategies, often implementing advice through third-party managers and model portfolios from well-known strategists.

Brycen Moore is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and has previously worked at LPL Financial. Prior to his advisory career, he spent several years with the Evansville Otters baseball organization and has experience working in retail and public service roles. 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 and third-party programs. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and technology platforms to assist clients.

Kevin Ross is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Ross is also involved with Ballast Financial LLC, which operates his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model and utilizes various technology platforms and third-party managers to implement client strategies.

Joseph Barbara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2013 before joining Private Advisor Group and LPL Financial in 2013. Outside of his advisory work, he serves as a notary public without charge. 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, utilizing technology platforms and third-party managers to deliver customized investment solutions.

Thomas Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and has been involved with Joseph Klein Associates, LLC since 1983, where he is active in insurance transactions and financial planning. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates client goals and risk tolerances with both proprietary and third-party investment strategies.

Robert Ames is a CFP® with two years of industry experience, currently affiliated with Private Advisor Group, LLC in Springfield, OH. His prior roles include positions at Bank of America, Barings LLC, and The Vanguard Group, Inc. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary and third-party platforms.

Gregory Van Kesteren is a CFP®-certified financial advisor with over 33 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles at LPL Financial, Mariner Independent Advisor Network, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to his advisory work, he operates an online retail business. 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 offers a fiduciary-based advisory model with access to proprietary managed account solutions and third-party managers.

Jennifer Donnelly is a financial advisor with Private Advisor Group, LLC and holds Series 66 and Series 65 licenses. She has 24 years of industry experience, having worked at firms including Raymond James Financial Services and LPL Financial. Donnelly has also been involved with Global Advisor Group since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and strategies, often implementing advice through third-party managers and TAMPs.

David Brower is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Independent Financial Partners, LPL Financial, MICG Investment Management, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to managed account solutions including proprietary and third-party platforms. The firm emphasizes a fiduciary-based advisory model that integrates client goals with a variety of investment strategies and technology platforms.

Mark Luchesa is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has been with Private Advisor Group since 2011. He also operates Marcello Wealth Management, Inc., where he is involved with life and health fixed annuities. Additionally, Luchesa serves on the board of the Marcello Charitable Trust. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment platforms to deliver customized solutions.

John Hyland is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 36 years of industry experience, including over 15 years at Private Advisor Group and concurrent roles at Morristown Financial Group and LPL Financial since 1997. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model utilizing both proprietary and third-party investment strategies and technology platforms.

Samantha Fraelich Rohe is a financial advisor with Private Advisor Group, LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Maryland Financial Group, LPL Financial, Kestra Investment Services, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a range of investment strategies, implementing advice often through third-party managers and TAMPs.

Bryan Laverman is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has 26 years of industry experience, including prior roles at LPL Financial and Concourse Financial Group Securities, Inc. Laverman also operates a notary public service for form requirements in his office. 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, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alex Dimartino is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial, LLC, and has held roles in both academic and business settings, including Babson College and Gentle Giant Moving Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and leverages technology platforms and third-party managers to deliver tailored investment strategies.

John Raque is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to his financial advising career, he operated Raque Lawn Service LLC for 12 years. 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 advisory model utilizing a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

Alan Fertel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, and previously at Wells Fargo Clearing from 2010 to 2013. Fertel also operates under the DBA Red Oak Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing 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 combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a range of investment methods.

Douglas Holder is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Advantage Investment Management LLC, National Planning Corporation, and Walnut Street Advisers Inc. His business activities have included managing certain insurance products and operating a business entity for tax purposes related to his LPL work. 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 follows a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while collaborating with third-party managers and strategists.