Private Advisor Group, LLC

Tony Pruitt is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, Tony is connected to a home-based business called At Home with Joseph, which is unrelated to investments. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers comprehensive portfolio management and financial planning services, utilizing a range of investment strategies and third-party platforms to tailor client recommendations.

Leah Burke is a financial advisor with Private Advisor Group, LLC in Dublin, Ohio, holding a Series 66 designation and 15 years of industry experience. She has worked with firms including LPL Financial, LLC and Waddell & Reed, Inc. Outside of her advisory role, she is commissioned as a Notary Public. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion for a diverse client base, including individuals, trusts, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Mcglynn operates under the DBA New Vintage Capital, LLC. 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 a range of portfolio management, financial planning, and retirement consulting services through various platforms and third-party asset managers.

Quentin Lazaro is a financial advisor at Private Advisor Group, LLC with seven years of industry experience. He previously worked at Crown Capital Securities, LP and LPL Financial. 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 a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Sandra Dennin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and 18 years of industry experience. She has been with Private Advisor Group since 2019 and also maintains a position with LPL Financial since 2018. Dennin provides administrative support to Private Advisor Group in addition to her advisory role. 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 and separately managed account strategies.

Mathew Parsons is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank before joining Private Advisor Group and LPL Financial in 2018. Parsons provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages 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 both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Private Advisor Group and LPL Financial since 2013. 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.

Edward Lazaro is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Crown Capital Securities LP for 21 years before joining LPL Financial and Private Advisor Group in 2024. Lazaro also serves as a board member for NFN Farm Exchange LLC. Private Advisor Group 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 various third-party asset management programs.

Gregory Larson is a financial advisor with LPL Financial in Huntingdon Valley, PA, holding a Series 66 designation and 23 years of industry experience. He has been associated with LPL Financial since 2007 and also provides investment advisory services through Private Advisor Group, an independent firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and model portfolios, allowing advisors to tailor solutions across various investment strategies and client needs.

Ryan Czamara is a CFP® professional with three years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at Securities America, Wealthplan Partners, Schaffer & Company Asset Management, and Brighton Securities. Outside of his advisory work, he holds an insurance license and may recommend insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 maintaining broad industry affiliations.

Austin Turk is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. He has a background in the U.S. Navy spanning multiple periods from 2015 to the present and has also worked with LPL Financial. Private Advisor Group, LLC is an SEC-registered advisory 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 a range of investment strategies and coordinating custody and reporting through multiple custodians.

Steven Kennedy is a CFP® professional with 18 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial, LLC since 2016. He holds the Series 66 designation and operates in Albany, NY. Outside of his advisory roles, Kennedy manages business entities including Albany Financial Holdings, LLC and S. Kennedy Enterprises, LLC. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm delivers advisory solutions through a network of investment adviser representatives who utilize a variety of custodians and strategies, supported by multiple third-party asset managers and proprietary managed account programs.

Francine Olk is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 28 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2013. 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 and separately managed account strategies.

Philip Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Investors Financial Group, LPL Financial Corporation, and Mutual Service Corporation. Anderson also sells fixed insurance products on occasion. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Diana Colahan is a CFP® professional with over 21 years of industry experience. She is affiliated with LPL Financial and Private Advisor Group, LLC, where she has worked since 2008 and 2013 respectively. Diana also provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. 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 and a variety of investment models and solutions, combining large-scale advisory operations with non-advisory product offerings.