Loren Sullivan

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 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. 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.

Brady Boulrice is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and beginning his career in the financial industry. His prior work experience includes positions at Boulrice & Wood CPAs, PC, Lomanto Provost Financial Advisors, and community involvement with the Altona Fire District. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.