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Clark O
Series 63, Series 66
Roseville, CA
Private Advisor Group, LLC
Clark Osterhout is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior firms include Edward Jones, Wells Fargo Clearing, LPL Financial, and Mariner Independent Advisor Network. He serves as treasurer on the boards of two nonprofits, Silver Wishes and the Rotary Club of Lincoln, and is a member of the City of Lincoln Fiscal & Oversight Committee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions through proprietary technology platforms and third-party managers.
Glenn R
ChFC®, Series 63, Series 66
Roseville, CA
Private Advisor Group, LLC
Glenn Raese is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 14 years at Principal Funds/Principal Asset Management and more recent roles at LPL Financial and Mariner Independent Advisor Network. Raese also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a fiduciary‑based advisory model that integrates proprietary technology and third‑party managers.
Andrew C
Series 66
Roseville, CA
Private Advisor Group, LLC
Andrew Chen is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Mariner Independent Advisor Network, LPL Financial, Rubicon Advisors, and Edward Jones. 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 employs a fiduciary-based advisory model that includes proprietary and third-party managed account solutions tailored to client goals and risk tolerances.
Jeffrey W
Series 66
Roseville, CA
Private Advisor Group, LLC
Jeffrey Weaver is a financial advisor with Private Advisor Group, LLC, holding the Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, Mariner Independent, and West Capital Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a variety of managed account solutions through both proprietary and third-party platforms.
Cameron R
Series 66
Roseville, CA
Private Advisor Group, LLC
Cameron Reid is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC. His work history includes roles at Edward Jones and LPL Financial. Outside of his advisory role, he is involved with CMR Financial, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies often implemented through third-party managers.
John G
Series 63, Series 66
Roseville, CA
Private Advisor Group, LLC
John Guess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. His prior roles include positions at Edward Jones and several other financial firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and combining various investment strategies often implemented through third-party managers and TAMPs.
Dustin D
Series 66
Roseville, CA
Private Advisor Group, LLC
Dustin Davis is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at Edward Jones and LPL Financial LLC. Outside of his advisory work, he is involved in pickleball paddle sales and instruction through RooSportz LLC and Spare Time Sports Club in Folsom, CA. 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 that incorporates proprietary platforms and third-party managers to tailor investment strategies aligned with client goals and risk tolerances.
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