ADVISORY BOARD

ADVISORY BOARD

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.

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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

            Robert Scott

            Main Street Wealth Management

            Bedminster, NJ

              Len Valetta

              Albany Financial Group

              Albany, NY