Our Team of Professionals

As President & CEO of PFG, Ed Dare has 35 years of experience in the financial industry. While Ed's primary responsibility is executive oversight of PFG, Ed has served on several boards and held advisory positions with numerous corporate, institutional and non-profit organizations, including ARIS Corporation, the Centre County Community Foundation, the Kevin Dare Foundation, Representative Advisory Council to Walnut Street Securities and NASD (now FINRA). In addition, he has written numerous articles published within the financial services ... view complete bio

Eric Dare, CFP®, is Executive Vice President for PFG. In this capacity, Eric heads PFG's Risk Management and Qualified Plan Divisions, recruiting, and financial planning. In addition, he is responsible for the development of corporate growth strategies. He is heavily involved in associate study groups and offers guidance in case design and sales ideas. He is the Founder of PFG's Professional Athlete Division, and is designated as a NFLPA Registered Player Financial Advisor.

Eric is Founding Principal of PFG Wealth Advisors, LLC, obtained his B.S. degree in Marketing from the Smeal College ... view complete bio

Jenna serves as the Administrative Compliance Assistant at PFG. In this role, she provides comprehensive compliance support for all the PFG associates. She serves as the liaison for approval of all sales material and compliance submissions. Jenna provides support for WSS Compliance-Online Systems, assisting associates with Firm Element tracking. She also coordinates all aspects of audit scheduling. Jenna works closely with the Senior Vice President and General Counsel coordinating any additional compliance projects.

Jenna has previous experience ... view complete bio

As the Director of Compliance and Recruiting for PFG, John directly supervises PFG associates in the Southeast Division. In this capacity, he is an immediate resource for any regulatory compliance issues, performs audits and offers education in relation to PFG's recruiting program.

After graduating from the University of South Florida, John remained in the Tampa Bay area and started his financial planning career. John currently holds his Life, Health, & Variable Annuity License the ... view complete bio

As an employee of PFG since 1978, John now serves as Director of New Business and Licensing. John assists in all areas of licensing, appointments, registrations and contracting. Through our centralized new business center, his supervisory review of new business and promotion of associate relations provides unparalleled service to our associates.

John received his B.A. in History from the University of Buffalo and completed graduate work at Millersville State and Shippensburg Universities ... view complete bio

Kimberli Fleck is Senior Vice President and General Counsel for PFG. In this capacity, Kim oversees all aspects of PFG's Compliance and Legal departments, interfacing directly with broker dealer executive staff and State and Federal regulators on behalf of PFG associates. She is Chief Compliance Officer for PFG's own federally registered investment advisor and continually monitors all facets of associate compliance requirements. She is a member of the Investment Advisory Board, and compliance and field operation committees for ... view complete bio

As Comptroller and Finance Manager, Dawn manages all PFG corporate and associate accounting functions which includes comprehensive support in commissions payable, and payroll and benefit services to associate personnel. She also serves as Finance Manager to PFG's Professional Athletes Division and is Pennsylvania Notary Commissioned.

Dawn is a United States Air Force Veteran achieving the rank of Sergeant in 1989, and was a honor graduate of her Air Force Training program ... view complete bio

Jennifer is the Executive Assistant for the senior officers of the PFG Corporate Staff, and provides invaluable assistance as the direct liaison to President and CEO, Edward Dare. Jennifer not only fulfills ancillary administrative tasks, but also works closely with PFG’s four internal study groups. She coordinates PFG’s administrative staff training in addition to being responsible for the compilation and production of the internal newsletter, The Tally.

Prior to joining PFG, Jennifer had been in the banking industry ... view complete bio

Since 1996, Ron Lutz has acted as Director of Technology for PFG. He is instrumental in all phases of planning, administering and maintaining PFG's Information and Telecommunications systems. He provides common-sense solutions to associate IT issues, and acts as advocate when dealing with the broker dealer and outside vendors. His technical expertise aids PFG associates in navigating the technological complexities of today's challenging business environment ... view complete bio

Paul received his Bachelor's degree in Accounting from Saint John's University College of Business Administration in New York. He began his career as an Auditor in Public Accounting moving on to work as a Euro-Dollar trader in International Banking, for a major brokerage house in New York City, having many European banks as clients. Paul then entered the Securities field and became a Registered Representative in 1991 for a large regional brokerage house.

As The Director of Compliance for the Northeast Division of PFG ... view complete bio

Senior Portfolio Analyst John Straub specializes in providing customized investment solutions to PFG associates and their clients. As a contributing member of the PFG Investment Committee he performs due diligence and research on investment managers and constructs asset allocation portfolios.

John graduated from Saint Vincent College, receiving a BS in Economics and Mathematics and also from Carnegie Mellon University, receiving a MS in Public Policy ... view complete bio

Hillary serves as Chief Investment Officer for PFG. In this capacity, Hillary oversees all aspects of the firm's investment activities including review of capital market expectations, manager selection and monitoring, and portfolio construction. Specializing in case design and investment analysis, her focus is on providing associates with comprehensive asset management and wealth creation plans.

Hillary graduated magna cum laude from Bucknell University with a Bachelor of Arts ... view complete bio

As Director of PFG's Professional Athletes Division, Tammy serves as Executive Assistant to Eric Dare, Executive Vice President, providing top notch administrative support and acting as client relations liaison for Eric and Ed Dare. She serves on the Field Operations Advisory Council for Walnut Street Securities and is instrumental in offering guidance to associate personnel in their day to day responsibilities.

Tammy has been in the financial services industry for more than twenty years. She is a ... view complete bio