David Brown

Stephen Waite is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at LPL Financial and Cantella & Co., Inc. Waite provides investment advisory services through Great Valley Advisor Group, an independent registered investment adviser. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs, tailoring portfolios to client objectives using both in-house and external strategies.

Patrick McGinn is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes 15 years at Key Investment Services LLC before joining Independent Financial Partners and IFP Securities LLC in 2020. Outside of his advisory role, he is a co-owner of Valcour Vista LLC, a short-term rental property in Plattsburgh, NY. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives managing over $12.5 billion in assets. The firm offers a decentralized advisory model with services including investment advisory, financial planning, trust, and retirement-plan consulting, notable for its formal retirement-plan advisory and pension consulting capabilities.

Hannah Provost is a CFP® professional with 11 years of experience in the financial services industry. She is currently affiliated with Lomanto Provost Financial Advisors and Commonwealth Financial Network. Her prior experience includes roles at Securities America Inc., OSAIC, INVEST Financial Corp., and Community Bank. Provost is also co-owner of Lomanto & Company, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

Andrew Lomanto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corporation. He is co-owner of Lomanto & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ian Brockhouse is a financial advisor with Sanctuary Advisors, LLC in Plattsburgh, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes affiliated broker-dealer services, sub-advisors, and third-party model platforms to implement diverse investment strategies.

Stephen Mcfadden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include seven years at LPL Financial and ongoing positions with Community Bank, NA and INVEST Financial Corp. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.