Williamsville, NY Wehrle Drive Office

Sandra Barry is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Private Advisor Group since 2015 and has been associated with LPL Financial and Sage Investment Group since 2014 and 2013, respectively. Additionally, she is an insurance agent with Specific Solution, Inc. Private Advisor Group manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, utilizing a range of investment strategies and platforms.

Joel Morawski is a CFP®-designated financial advisor with Private Advisor Group, LLC, bringing 27 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Outside of his advisory work, Morawski serves as a hockey official and proctors risk analysis exams at local universities. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple asset management platforms and third-party strategies.