Ashley Haubrich is a financial advisor with Private Advisor Group, LLC who holds a Series 66 designation and has 19 years of industry experience. She has worked at Private Advisor Group since 2014 and has also been associated with LPL Financial since 2010. Outside of advising, she has involvement in a pet waste management business, providing occasional administrative support. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to a variety of managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary advisory model that integrates technology and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Andrew Kennedy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Private Advisor Group since 2014 and previously at LPL Financial and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model and uses various technology platforms and third-party managers to implement client strategies.

Daniel Helf is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2014 and has concurrent experience at LPL Financial dating back to 2010. His professional activities include operating under several DBAs for advisory services through Private Advisor Group and LPL Financial. 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 offers both proprietary and third-party managed account solutions combined with a range of investment strategies.

Lisa Dollerschell Conwell is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2015. 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, utilizing both proprietary and third-party strategies and technology platforms to tailor investment solutions.

Maria Montilla Frost is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Private Advisor Group since 2018 and previously held roles at Foreside Fund Services, LLC and Rock Harbor LLC. Additionally, she is involved with One Light Enterprise, LLC, which provides tax preparation and accounting services. 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 managed account solutions. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver a range of investment strategies.

Paul Krueger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at LPL Financial, NRP Advisors, Morgan Stanley, and UBS Financial Services. He is involved in several entrepreneurial ventures, including providing investment advisory services through multiple independent firms and operating entities related to tax preparation and accounting. 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 utilizing both proprietary and third-party strategies and platforms.