Francine Olk is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 28 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Mark Libersher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 23 years of industry experience. He has been with Private Advisor Group since 2012 and has also worked at LPL Financial since 2008. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Aidan Durney is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including six years at Morgan Stanley Smith Barney LLC. His prior work also includes a position at LPL Financial and a brief role outside finance at Little Silver Bottle Shop. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing a range of strategies and platforms to meet client objectives.

Krzysztof Kolba is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2016. His prior experience includes roles at Ameritas Life Insurance Corp of New York and Ameritas Investment Corp. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion in assets across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Joseph Pigot is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2020, and previously worked at GWFS Equities, Inc. from 2014 to 2020. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Daniel Confreda is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, and Morgan Stanley. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas. Walsh is also involved in JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and third-party asset management programs.

Timothy Flynn is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been affiliated with LPL Financial since 2008 and with Private Advisor Group since 2012. Outside of his advisory roles, Flynn serves as a sales and marketing consultant for a renewable energy startup focused on solar photovoltaic technology. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage capabilities.

Lee Masquelier is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Private Advisor Group since 2015 and LPL Financial since 2010. He provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Ryan Peters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His career includes roles at TIAA and LPL Financial, alongside his current position at Private Advisor Group since 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

James Pigot is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2020. His prior experience includes positions at KPMG, SUNY Binghamton School of Management, and Eagil Finance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Peter Trulli is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he operates a separate business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through both proprietary and third-party platforms.

Adon Vanwoerden is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2025. He previously spent 10 years at Neuberger Berman LLC. Vanwoerden is a member of the board of directors for Bridging Access to Care Inc., a nonprofit providing health and social services in New York City. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plans, utilizing a range of investment strategies and platforms.

John Carbone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at LPL Financial and National Planning Corporation, alongside operating his own tax preparation and accounting firm, J Carbone & Associates, since 1993. He also maintains a licensed agent role in non-variable health and life insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset management programs and separately managed account strategies.