Jamie Kulik is a CFP® professional with 21 years of industry experience, currently affiliated with Private Advisor Group, LLC. Prior to this, Kulik spent 15 years at Uvest Financial Services Inc. and 20 years at LPL Financial. Outside of advisory work, Kulik is involved with Ship Happens, LLC, a business entity used for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple third-party asset management programs and a variety of investment strategies.

James Hooks is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked extensively with LPL Financial from 2004 until 2018 and has been with Private Advisor Group since 2019. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Adam Schorr is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial from 2009 to 2023 and has been associated with Private Advisor Group and PAG Financial since 2023. Schorr provides administrative support to Private Advisor Group, an independent investment advisory firm. Private Advisor Group 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 portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Daniel Johnson is a CFP® professional with 24 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Osaic Wealth Inc. and SagePoint Financial, Inc. Johnson is based in Rock Hill, SC. 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, high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary platforms.