Shane Adkins is a CFP® professional with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, Fintegra, LLC, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

James Hamrick is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones for 23 years before joining LPL Financial, where he has been since 2024. Hamrick provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and a variety of managed account solutions including its proprietary WealthSuite platform and access to third-party managers. The firm uses a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms.

Connor Carnduff is a CFP® professional with nine years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having joined both firms in 2021. Prior to that, he worked at Wells Fargo Clearing from 2017 to 2021 and spent a year at Caterpillar. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with a range of investment strategies implemented through both in-house and third-party managers.

Trevor Wallner is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2021. His prior roles include positions at KEB Wealth Advisors, Cambridge Investment Research Advisors, Benjamin F. Edwards & Company, Inc., and Securities America Advisors, Inc. In addition to his advisory work, Mr. Wallner is a managing partner of Bayside Properties, a commercial real estate ownership firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model and uses technology platforms alongside third-party managers to implement diverse investment strategies.

Zachary Bromley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm applies a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies through technology platforms and managed account solutions.

Stephen Vollmer is a financial advisor with Private Advisor Group, LLC. He holds a Series 66 designation and has prior experience at Ernst & Young LLP. His career includes positions at Broadway Graham Wealth Partners and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary approaches, and employing a range of investment strategies through proprietary and third-party platforms.