Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at LPL Financial, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary services and utilizing a fiduciary-based advisory model.

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and with 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013, following a prior tenure at LPL Financial from 2009 to 2012. He also operates a DBA under Wealth Strategies & Management, LLC and is involved in non-variable insurance sales through an outside agency. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to offer diversified investment strategies.

Kevin Yurko is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2012, with prior experience at Morgan Stanley and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm offers both discretionary and non-discretionary services, utilizing technology platforms and a fiduciary-based advisory model that includes third-party managers and proprietary solutions.

Mary Beth Donas is a CFP®-certified financial advisor with 29 years of industry experience. She is currently with Private Advisor Group, LLC and LPL Financial LLC, joining both firms in 2022. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved with Venjenz LLC, a business focused on human and pet supplements. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.