William Hoffman III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Private Advisor Group and LPL Financial since 2011. Outside of his advisory role, Mr. Hoffman serves on the board of the Neurofibromatosis Clinics Association and hosts the Wealth on the Move Podcast. 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 and financial planning services through multiple platforms and third-party asset managers.

Dominic Rosso is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC. He has worked at LPL Financial and Hoffman Wealth Management and previously held roles outside the financial sector, including at Target Corporation and John Carroll University. In addition to his advisory work, Mr. Rosso provides separate tax advice and tax preparation services and holds an insurance license, offering certain insurance products on a commission basis. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management along with financial planning and retirement-plan consulting. The firm offers access to third-party managers and proprietary model portfolios, utilizing a range of analytical approaches and trading strategies to align with client objectives.

Katie Molander is a financial advisor at Private Advisor Group, LLC with a Series 65 designation and three years of industry experience. She also provides investment advice under the Hoffman Wealth Management name, which is related to her advisory practice. Molander holds an insurance license and may recommend insurance products on a commission basis, though this activity is separate from her investment advisory services. Private Advisor Group, LLC 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 a range of portfolio management, financial planning, and retirement consulting services, utilizing multiple strategies and third-party asset management programs.