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Ralph R

Naples, FL

Private Advisor Group, LLC

Ralph Rosamilia is a financial advisor with Private Advisor Group, LLC, holding 18 years of industry experience. He has worked at Private Advisor Group since 2014 and also has concurrent experience with Chatham Wealth Management, LLC and Raab & Moskowitz Asset Management LLC dating back to 2008. He provides investment advice under the business name Private Advisor Partners. 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 advisory programs. The firm uses a fiduciary-based advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
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Mark A

Series 63, Series 65

Naples, FL

Private Advisor Group, LLC

Mark Alpert is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been with Private Advisor Group since 2013 and has worked with LPL Financial since 2011. Outside of his advisory roles, he is also a CPA providing tax preparation and accounting services, and he operates a financial firm that offers non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model utilizing a variety of investment strategies and technology platforms, often implementing client advice through third-party managers and managed account programs.

Annuities Founder/Business Owner
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Stephen N

Series 63

Naples, FL

Private Advisor Group, LLC

Stephen North is a financial advisor with Private Advisor Group, LLC in Naples, FL, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Investors Financial Group, LPL Financial, and Mutual Service Corporation. Private Advisor Group serves a diverse client base including 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 using various investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Joseph G

Series 63, Series 66

Naples, FL

Private Advisor Group, LLC

Joseph Gazall is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Private Advisor Group since 2015 and has worked with LPL Financial since 2004. Outside of his advisory work, he owns Bio-Care Inc, a private testing company specializing in occupational medical surveillance testing in Michigan and Ohio, where he also serves on the board. 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 operates a fiduciary-based model using a broad range of investment methods and technology platforms, often implementing advice through third-party managers and strategy providers.

Annuities Founder/Business Owner
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Paul C

Series 63, Series 65

Naples, FL

Private Advisor Group, LLC

Paul Colwell III is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Dw Inc. and LPL Financial. Colwell has been with Private Advisor Group since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a fiduciary-based advisory model combining proprietary and third-party managed account solutions.

Annuities Founder/Business Owner
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