Joel Becerra

Erin Freund is a financial advisor at Great Valley Advisor Group, LLC with 20 years of industry experience. She holds the CFP® and Series 66 designations. Her prior roles include positions at LPL Financial, Principal Life Insurance Company, Principal Securities Inc., and Wells Fargo Advisors. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs.

Michael Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. He is also involved in insurance sales as a licensed agent. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm provides tailored portfolio management and comprehensive financial planning using both in-house strategies and third-party managers, with ongoing monitoring and access to multiple advisory platforms.

Mark Smith is a CFP® with 41 years of industry experience, currently with Principal Financial Services. His prior roles include long-term ownership of Daryl D. Smith Co., Inc. and positions at Principal Life Insurance Co. and Principal Securities Inc. He serves on the Atlantic Airport Commission board and is a director of the Atlantic High School Senior Alumni Scholarship Foundation. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Brady Griffin is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked at Robinson Ruhnke, PC and Rush CPA & Associates and has experience in both financial services and accounting. He owns Griffin CPA LLC, a non-investment related business based in Audubon, Iowa. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure.

Robert Luna Jr. is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and related entities from 2017 to 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers recommendations through a centralized consulting team.

Thomas Gross is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FBL Marketing Services, LLC and Farm Bureau. Outside of his advisory role, he serves as President on the Board of Directors for the Walnut Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that integrates research, modeling, and tax-efficiency analysis to generate tailored recommendations.