Owensboro, KY Breckenridge Street Office

Jonathan Frisch is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 credentials. He has 19 years of industry experience and has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved with Financial Freedom Partners, a business related to his work at LPL. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Brycen Moore is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and has previously worked at LPL Financial. Prior to his advisory career, he spent several years with the Evansville Otters baseball organization and has experience working in retail and public service roles. 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 and third-party programs. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and technology platforms to assist clients.

James Sullivan Jr. is a financial advisor with Private Advisor Group, LLC in Owensboro, KY, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2014 and was previously with Osaic FS, Inc. from 2011 to 2014. Outside of his advisory role, he is involved with Ignite Baits LLC, a business unrelated to investment advisory. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while offering access to proprietary and third-party managed account solutions.

Jeremy Tincher is a CFP® professional with 27 years of experience in the financial industry. He has worked at Private Advisor Group, LLC and LPL Financial since 2014, and previously held roles at Osaic FS, Inc. and Ameriprise. Tincher also holds a Series 63 license. Private Advisor Group, LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model with a range of investment strategies implemented through proprietary and third-party platforms and managers.

Brittany Richard is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Merrill, LPL Financial, and Private Advisor Group, LLC, where she currently provides advisory services. Outside of her advisory role, she operates a notary service and manages administrative support through Financial Freedom Partners, an entity related to her LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines direct portfolio management with curated selections from leading strategists and utilizes multiple technology platforms to support its services.