Advisor Council

Meet the Private Advisor Group Advisor Council. a diverse group of advisors who represent the needs of the advisor community and help steer our actions and priorities.

You’re Invited To Grow With Us

Grow with us.

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Advisor Council

Stephanie McCullough

Founder - Sofia Financial

Annie Brinckman

Wealth Advisor - Capital Planning Wealth Management

Zach Bromley

Partner - Broadway Graham Wealth Partners

James Dy

Partner - Main Street Wealth Management

Harold Laudien

CEO & Financial Consultant - Mercer Wealth Management

Brett Petersmark

Founder and President - Petersmark Financial Network

Bill Rabbitt

Owner - WP Financial

Susan Wilkinson

Founder and Financial Advisor - Wilkinson Wealth Management

Ener Almanza

Strategic Wealth Manager - Greene Wealth Management

Grow with us.