Phillip Mahoney is a CFP® with 33 years of industry experience and is currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, RBC Capital Markets, Legacy Wealth Planning, and Mariner Independent Advisor Network. He also facilitates clients' estate planning processes, focusing on appointment coordination and plan completion. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model using both proprietary and third-party investment solutions tailored to client goals and risk tolerances.

Mark Levy is a financial advisor at Private Advisor Group, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, LLC and RBC Capital Markets. Outside of his advisory work, he is involved with MARK LEVY INC. and previously operated Legacy Wealth Planning as a DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based model and integrates proprietary technology platforms alongside third-party managers to deliver a range of investment strategies.

Mason Monroe is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, Wells Fargo Clearing, and Waddell & Reed. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and offers access to proprietary and third-party managed account solutions.

Colten Mellows is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 credential and has been affiliated with LPL Financial since 2015. Mellows also provides investment advisory services through Mariner Independent Advisor Network, LLC and Legacy Wealth Planning, LLC. Outside of his advisory work, he is involved in a seasonal wedding and event venue business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers access to proprietary and third-party managed account solutions.

Christopher Vargas is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Legacy Wealth Planning, LPL Financial, and RBC Capital Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.

Elise Levy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Mariner Independent Advisor Network, Legacy Wealth Planning, and LPL Financial. Outside her advisory roles, she has worked as a graphic design and social media specialist for Mountain View Montessori School. 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 various managed account solutions. The firm’s fiduciary-based model uses a range of investment strategies and technologies, often implementing advice through third-party managers and tactical asset management programs.

Martin Mcclellan is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at LPL Financial for 20 years and RBC Capital Markets for six years, among others. He has provided investment advisory services through the Mariner Independent Advisor Network, an independent firm, since late 2023. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management and third-party strategist selections using multiple investment methodologies.

Wendy Hammond is a CFP® and holds a Series 66 license with 18 years of industry experience. She currently advises through Private Advisor Group, LLC and has worked previously at firms including Mariner Independent Advisor Network, LPL Financial, and Wells Fargo Advisors. Wendy is also a notary in Reno, NV. Private Advisor Group provides services to 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 using multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Nicholas Cohee is a CFP® and holds a Series 66 license with five years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with Legacy Wealth Planning, Mariner Independent Advisor Network, and LPL Financial. Outside of financial advising, he served as Race Director at China Peak Mountain Resort. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that uses a variety of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.