Mount Juliet, TN Office

Bryan De Cuir is a financial advisor with LPL Financial in Mt. Juliet, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2006 and is also associated with Private Advisor Group, LLC. In addition to his advisory role, he is a licensed attorney and provides estate planning services through Complete Wealth Preservation, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models, allowing for tailored strategies that combine advisory and brokerage services.

Justin Druckenmiller is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at LPL Financial and Waddell & Reed, Inc. His work history also includes 11 years with various insurance carriers through W & R Insurance Agencies. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Brandon Edwards is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked with LPL Financial and Private Advisor Group for the past decade. Edwards is also involved with the Starfish Infertility Foundation and the Brandywine Pointe Dock Association, Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and proprietary model portfolios supported by well-known strategists and technology platforms.

Jeremy Newgard is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Thrivent Financial, Hartford Funds Distributors, Ivy Funds Distributor, and Waddell & Reed. He also provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Joshua Grogan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and American HomePride before joining Private Advisor Group and LPL Financial in 2021. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Jonathan Harris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2017 and previously held roles at Waddell & Reed, Inc and various insurance carriers. Outside of his advisory work, Harris is involved with Chef Penelope's Catering as a bartender for weddings in Nashville. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Justin Harding is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. He is also licensed as an agent selling universal life, term life insurance, and annuities. Private Advisor Group serves a broad mix of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm supports a range of investment programs and utilizes model portfolios from leading strategists such as Fidelity, BlackRock, and Goldman Sachs.

Brenton Goers is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Investment Services LLC and Regions. Outside of his advisory role, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Martin Porter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2016. 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 variety of advisory programs and third-party asset managers. The firm’s approach includes multiple investment strategies and tools designed to align with client objectives.

Kathryn Murphy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of her advisory role, she is involved with Sound Healthcare, assisting with benefit enrollment in Nashville, TN. Private Advisor Group is an SEC-registered 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, and access to third-party asset management programs, employing various investment strategies and supporting held-away account management through technology partnerships.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2016. 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. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Colby Long is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with firms including LPL Financial LLC and Securian Financial Services. Outside of financial advising, he is involved with Oakley CPA, PLLC in Nashville. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various third-party asset managers and proprietary investment programs through a broad network of investment adviser representatives.

Graham Mattes is a CFP® professional affiliated with Private Advisor Group, LLC, with 22 years of experience in the financial services industry. He previously worked at Edward Jones and LPL Financial. Mattes manages investment advisory services through Private Advisor Group and is based in Mt. Juliet, Tennessee. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to advisory programs, third-party asset managers, and a proprietary separately managed account program, delivering customized solutions through a broad network of investment adviser representatives.

David Gerkin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 15 years of industry experience. He has worked at LPL Financial and Private Advisor Group since 2016. Outside of advising, he has served as a Notary Public for the State of Tennessee since 2014 and has been involved with local community organizations. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, employing a variety of investment strategies and providing access to multiple advisory platforms and third-party asset managers.

Ryan Scott is a financial advisor with Private Advisor Group, LLC and holds a Series 66 credential. He has 26 years of industry experience, including 20 years at LPL Financial. Outside of his advisory work, Scott serves as a coach and board member for Tennessee Heat Sports, a nonprofit sports program for homeschool athletes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and retirement consulting services through a network of investment adviser representatives, providing access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.