Thomas Charles Gross

Erin Freund is a financial advisor with Great Valley Advisor Group, LLC, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. She has worked at LPL Financial since 2024 and previously held roles with Principal Life Insurance Company and Principal Securities Inc. Erin also maintains involvement in non-variable insurance activities. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Michael Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 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 focused on non-variable products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Mark Smith is a CFP® professional with 41 years of industry experience, currently affiliated with Principal Financial Services. His career includes long-term roles at Principal Life Insurance Co., Principal Securities Inc., and ownership of Daryl D. Smith Co., Inc. He serves on the Atlantic Airport Commission and is a director of the Atlantic High School Senior Alumni Scholarship Foundation. Additionally, he is co-owner of an entity that operates a private airplane. Principal Securities provides brokerage and advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Brady Griffin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc., Robinson Ruhnke, PC, and Rush CPA & Associates. He owns Griffin CPA LLC, a separate accounting business based in Audubon, Iowa. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts through Pershing custody and BNY Mellon Advisors as an overlay manager.

Thad Nelson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Vox Media and Treynor Community School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies.

Kayla Jacobs is a financial advisor with Edward Jones in Harlan, Iowa, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 1999 and is simultaneously involved with Shelby County Health Foundation and local banks in Harlan. Jacobs is also a co-owner of an LLC, KKCJ, based in Gretna, Nebraska. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.