Brady Boulrice

Stephen Waite is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at LPL Financial and Cantella & Co., Inc. Waite provides investment advisory services through Great Valley Advisor Group and operates under the DBA Waite Wealth Management. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Patrick McGinn is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include 15 years at Key Investment Services LLC and current positions at Independent Financial Partners and IFP Securities LLC since 2020. Outside of advising, he is co-owner of Valcour Vista LLC, a short-term rental property in Plattsburgh, NY. Independent Financial Partners is a nationwide advisory firm with a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized investment model with both discretionary and non-discretionary options and is noted for its retirement-plan advisory and pension consulting services.

Hannah Provost is a CFP® professional at Commonwealth Financial Network with 11 years of industry experience. She has held roles at Securities America Advisors, OSAIC, and is currently co-owner of Lomanto & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Andrew Lomanto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at firms including Securities America Advisors and HSBC Securities (USA) Inc., and is co-owner of Lomanto & Company, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and custodial and back-office services.

Ian Brockhouse is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers and offers portfolio management, financial planning, retirement consulting, and access to various managed account platforms, employing a range of analytical approaches and acting as a fiduciary under written agreements.

Kaden Baugh is a financial advisor at Commonwealth Financial Network and holds a Series 66 designation. He is based in Plattsburgh, NY, and is at the beginning of his career in the financial industry. Outside of advising, he has experience as a New York State high school basketball official. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and individual securities.