The Private Advisor Group Advisory Board is comprised of some of our most distinguished members of independent financial advisors. The Private Advisor Group Advisory Board is actively involved in helping Private Advisor Group executives to make key business decisions that determine the direction of the organization. The Board’s mission is to share insights, provide informal advice and share experiences that can help guide key decisions for the firm and help other advisors considering a transition to independence.

The Advisory Board currently is comprised of 6 participants, selected for their continued support of Private Advisor Group, their willingness to share personal experiences with others and the fact that they are ambassadors of the independent financial advisory model. The Board has committed to participate in a host of program activities including one-on-one meetings and conversations, webcasts, and interviews for best practices. In return, they continue to advocate on behalf of independence while putting themselves front and center should an advisor looking to transition wish to join an existing firm like theirs.


Advisory Board Members

Glenn Duphiney

Duphiney Financial Network

Denville, NJ

    James Dy

    Main Street Wealth Management

    Bedminster, NJ

      Eric Freckman

      Guillaume & Freckman, Inc

      Palatine, IL

        Dana Johnston

        Johnston & Associates Private Wealth Advisors

        Canonsburg, PA

          Joseph Koehler

          WG Financial

          Garden City, NY

            Tamar Mogilski

            Legacy Financial Planning

            Rochester, NY

              Robert Scott

              Main Street Wealth Management

              Bedminster, NJ

                Len Valetta

                Albany Financial Group

                Albany, NY