Daniel Jago is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and 18 years of industry experience. He has worked at Private Advisor Group since 2015 and has been affiliated with LPL Financial since 2007. Outside of his advisory roles, he is involved with Main Street Capital Partners, 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. 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.

Mark Reimet is a CFP® professional with 34 years of industry experience, currently advising clients at Private Advisor Group, LLC. His prior experience includes 25 years with MML Investors Services, Inc. and MassMutual Life Insurance Company. He serves as a board member of the Ocean City Youth Athletic Association, contributing to the organization of its baseball season. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.

Daniel Parks is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. He has been in the industry since 2023, having previously worked at Parks Wealth Management and Tactical Movers. Private Advisor Group serves individual clients, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a WealthSuite separately managed account program supported by strategists such as Fidelity, BlackRock, and Goldman Sachs.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Gappa LLC for over two decades. Outside of his advisory role, he owns several businesses, including Blend Bar & Bistro and PD Media LLC, both located in Hamilton, NJ. 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 a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Alexander Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has worked at Madison Wealth Planners and LPL Financial since 2021 and has prior experience in education at Rowan University and Madison Public School. 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 a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Mark Morgan Jr. is a CFP®-certified financial advisor with LPL Financial based in Morristown, NJ, and has nine years of industry experience. He has worked with Private Advisor Group, LLC and Summit Risk Management, Inc. in addition to his current role. Morgan is involved in administrative services through Private Advisor Group, an independent investment advisory firm. 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 in-house research and a large network of investment adviser representatives.

John Franchi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Private Advisor Group since 2015 and has been associated with LPL Financial and Main Street Wealth Management, LLC since 2013. Outside of his advisory roles, he is involved with several business entities 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 a range of portfolio management and financial planning services, utilizing both in-house and third-party asset management programs.

Bruce Risler is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 33 years of industry experience. He has been with Private Advisor Group since 2013 and has also worked with LPL Financial since 1997. Risler serves as a board member of the Transformation Yoga Project, a nonprofit focused on health initiatives for at-risk youth and incarcerated individuals. 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 retirement plan consulting through a variety of discretionary and non-discretionary strategies.

Brian Testino is a financial advisor at Private Advisor Group, LLC with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Private Advisor Group in 2023, he worked at LPL Financial and Independent Financial Partners. Outside of his advisory role, he serves as a captain with North Hudson Regional Fire and Rescue, a position he has held since 2004. Private Advisor Group, LLC is an SEC-registered 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.

Joseph Caplan is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and previously worked at Mariner Independent Advisor Network and Caplan Capital Management. Outside of his advisory work, he operates Caplan Capital Management as a separate business. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives and various advisory programs.

Philip Platania is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2019 and concurrently at SICA Wealth Management since 2014. In addition to his advisory work, Mr. Platania is a licensed realtor and may assist clients in real estate transactions separately from his 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 and financial planning services, utilizing various investment strategies and third-party platforms.

Kyle Malavasi is a CFP® professional with nine years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial LLC, Bank of America, N.A., and Merrill. Malavasi is also involved in entrepreneurial ventures related to investment and tax planning. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and third-party asset managers, employing a variety of analytical approaches and trading strategies to tailor solutions to client objectives.

Robert Ditrani is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, where he has worked since 2012. In addition to his advisory role, he is involved in tax preparation and accounting services in Morristown, NJ. 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.

David Schelhorn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at firms including LPL Financial, Minnesota Life Insurance Company, Allied Wealth Partners, and Securian Financial Services. Schelhorn is also licensed as an agent selling fixed insurance products such as term life, universal life, whole life, long-term care insurance, and fixed annuities. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of advisory programs and access to third-party asset managers and turnkey asset management platforms, supported by a network of investment adviser representatives who tailor solutions to client objectives.