Leslie Ranger

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.

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.

Debby Mellenger is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Mousseau is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 25 years of experience in the industry and has been with Cambridge since 2007. In addition to her advisory work, she is a licensed CPA providing tax preparation, bookkeeping, and consulting services, and serves as a licensed real estate broker and owner. She is also a board member of the Juno Beach Centre Association. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Robert Donlan is a CFP® professional with 42 years of experience in the financial industry. He is currently affiliated with LPL Financial and previously worked at IC Advisory Services Inc. and The Investment Center, Inc. He is also a volunteer with the Rotary Club of Plattsburgh, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.