MORRISTOWN, NJ, October 5, 2025 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country, today announced the appointment of three new members to its Advisor Council. The council is designed to leverage the diverse expertise of its members to help shape the firm’s vision, refine strategic priorities, and drive innovation across the business.
Council members collaborate closely with the leadership team through regular meetings, pilot programs, and special projects. In doing so, they provide critical support to Private Advisor Group’s ongoing efforts to deliver practical, competitive solutions that address the evolving needs of advisors. Their role is central to advancing the firm’s mission.
Serving two-year terms, the newly appointed members bring a range of skillsets and experience to council. Private Advisor Group is pleased to welcome these professionals, who will contribute valuable insights to the firm’s long-term strategy, risk management, and innovation initiatives.
- Jason Codrea – Codrea Financial Services
- Steve Cunningham – Mike Cunningham Investments
- Shane McCormick – FPA Wealth Management
They join the below existing Advisor Council members:
- Sara Botkin – Botkin Family Wealth Management
- Judy Esau – The Legacy Foundation
- Eric Freckman – Guillaume & Freckman
- Regina Hess – Forge Wealth Management
- Baba Oluyemi – Diversified Financial Consultants
- Gary Sluck – Anchor Financial Associates
“Our Advisor Council is a critical part of how we innovate and grow,” said John Farhnam, Director of Advisor Growth and Engagement. “By bringing together diverse perspectives, we make certain our strategies reflect the real needs of advisors and continue to drive meaningful impact across our community.”
Learn more about the council members and see member bios by visiting privateadvisorgroup.com.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $41.3 billion in assets under management as of June 30, 2025, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2018.
* Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
