San Ramon, CA Bollinger Canyon Rd Office

Marilyn Suey is a CFP® professional with over 22 years of experience in the financial industry. She currently serves as an advisor at Private Advisor Group, LLC and has held roles at firms including LPL Financial and Ogilvie Security Advisors Corporation. In addition to her advisory work, she is an author and speaker, having written the book *36 Quick Tips for Savvy Women*, and serves as President and board member of Blackhawk Country Club as well as a nonprofit board member at Sequoia Living. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that integrates various investment strategies and technology platforms.

Dylan Gois is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Mariner Independent Advisor Network, Diamond Group Wealth Advisors, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model that incorporates third-party managers and technology platforms to deliver a range of investment strategies and managed account solutions.

Anh Vong is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and currently based in San Ramon, CA. Anh has no prior industry experience but has held roles at LPL Financial, Equitable Advisors, and several other organizations since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model using a combination of discretionary and non-discretionary services and multiple third-party strategists.

Ethan Mirador is a financial advisor at Private Advisor Group, LLC with Series 66 credentials. He has been in the industry since 2025 with prior roles including positions at LPL Financial LLC, Diamond Group Wealth Advisors, and experience in higher education and municipal recreation departments. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm’s advisory model is fiduciary-based and incorporates multiple investment strategies, leveraging technology platforms and third-party managers.