West Chester, PA Willowbrook Lane Office

Robert Kedra is a CFP® and Series 66-licensed advisor with Private Advisor Group, LLC. He has been with the firm since 2018 and has prior experience at LPL Financial, FPA Wealth Management, GAP Inc., Delaware Valley University, and Bloomsburg University. Outside of advising, he is involved with a clothing brand company and participates in organizing a local fashion week event. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves a broad client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Thomas Furey Jr. is a financial advisor at Private Advisor Group, LLC with Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. Furey is also involved with Summit Partners, Inc., a business entity for tax and investment purposes. 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 and turnkey asset management platforms, with advisory solutions delivered through a network of investment adviser representatives.

Dominic Oteri is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a longstanding affiliation with LPL Financial. Oteri operates under the hybrid DBA FPA Wealth Management within Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and retirement-plan consulting, utilizing multiple custodians and model strategists, including Fidelity and BlackRock, to deliver tailored advisory solutions.

Tor Hotham is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He has worked in the financial services industry since 1997, including a long tenure with LPL Financial, LLC. In addition to his advisory role, Hotham is an independent insurance agent specializing in fixed insurance products. 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 through discretionary and non-discretionary services.

Charles Kedra is a financial advisor with LPL Financial based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Private Advisor Group, CRC Holdings LLP, and Minnesota Life Insurance Company. He also operates a tax preparation and accounting practice as a CPA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Shane Mccormick is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Private Advisor Group, LLC since 2014 and has also worked at LPL Financial since 2002. Mccormick operates through multiple divisions focused on personal financial planning, asset management, and business solutions for employee benefits and retirement plans. 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 with a range of investment strategies and platforms.

Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party asset managers, turnkey platforms, and a firm-managed separately managed account program.

Lauren Mc Grath is an advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. She has worked at Private Advisor Group since 2022 and has held roles with LPL Financial LLC and Financial Planning Associates, LLC since 2019. Prior to her financial services career, she worked at Lidl US for two years. Private Advisor Group serves a broad mix of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party asset managers and a proprietary separately managed account program.

Vesnaann Tucker is a CFP® professional with six years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, LLC. Outside of her advisory role, she is involved in creating commissionable links for lifestyle and clothing products through Rewardstyle and serves as a minority inspector of election for the Township of Ridley. 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.

Dennis Wallace is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Private Advisor Group since 2012 and also has a long tenure with LPL Financial dating back to 2006. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Scott Tapper 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 worked at Private Advisor Group since 2014 and has been associated with LPL Financial since 2002. Tapper is involved in managing group benefits and qualified retirement plans through a related insurance business. 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.

David Berkeihiser is a CFP® and ChFC® with 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2012 and has been affiliated with LPL Financial since 1997. He is also an independent insurance agent in West Chester, PA. 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 a variety of third-party asset managers and proprietary programs, utilizing multiple analytical approaches and trading strategies to meet client objectives.