Leslie Ann Ranger

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.

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.

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.

William Harrison is a financial advisor with LPL Financial in Plattsburgh, NY, holding Series 66, Series 65, and Series 63 licenses and bringing 14 years of industry experience. His prior firms include Ameriprise Financial Services, MassMutual Investors Services, and Merrill. Outside of his advisory role, he is involved with NIHOA in a capacity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Susan Mousseau is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and also operates as a CPA providing tax preparation, bookkeeping, and consulting services. Additionally, she serves as a licensed real estate broker and is a board member of the Juno Beach Centre Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management strategies across multiple platforms.

Robert Donlan is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ic Advisory Services Inc and The Investment Center, Inc. for 15 years. Donlan is involved in community activities through his volunteer work with the Rotary Club of Plattsburgh, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and resources.