Chicago, IL S. La Salle St. Office

Mitchell Protus is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has been active in the industry since 2023, including roles at LPL Financial and MAP Wealth Management. His background includes various positions outside of finance, such as working at Reunion Brewery and Hawthorn Woods Country Club. Private Advisor Group serves a diverse range of clients, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and turnkey asset management platforms.

Nicholas Kelly is a financial advisor with Private Advisor Group, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and MAP Wealth Management. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers. The firm employs various analytical approaches and trading horizons, provides client-imposed restrictions, and supports held-away account management and 401(k) participant services.

Simone Bolden is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning her advisory career in 2024. Prior to entering the financial industry, she worked in various roles including at Lola Beans Coffee and Hamilton County Schools. Simone also provides administrative support to Private Advisor Group. Private Advisor Group, LLC 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Michael Porrey Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Private Advisor Group since 2018 and has prior experience at MAP Wealth Management LLC, IHT Wealth Management LLC, and LPL Financial, where he has worked since 1998. He is also a notary. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing a range of strategies and extensive industry affiliations.