Steven Cunningham is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Private Advisor Group since 2023 and was previously with LPL Financial for 13 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions and third-party investment strategies. The firm employs a fiduciary-based advisory model that incorporates technology platforms and multiple investment methods, often implementing advice through third-party managers and turnkey asset management programs.

Joshua Gleason is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Textron. 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 managed account solutions, including their proprietary WealthSuite platform. The firm operates a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management through technology platforms and third-party strategists.

Michael Cunningham is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 designations and having 32 years of industry experience. His prior experience includes roles at LPL Financial, VSR Financial Services, Inc., and Securities America Advisors, Inc. He also operates Mike Cunningham Investments. 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 managed account solutions through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model that combines technology platforms and third-party strategists to tailor investment solutions.