Kenneth Weise is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His career includes roles at Mariner Independent Advisor Network, LLC, Sonoma County Wealth Advisors, LPL Financial, and Edward Jones. Private Advisor Group serves a broad client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions and third-party advisory programs. The firm employs a fiduciary-based model and integrates technology platforms to support diverse investment strategies.

Adam Gourley is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has held prior roles at City National Bank. Gourley also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. 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 offers proprietary managed account solutions and uses a fiduciary-based advisory model with access to various third-party managers and technology platforms.