Robert Templeton is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed and LPL Financial. Outside of his advisory work, Templeton is an author and musician, and he has served as a pastor at Neeses Baptist Church. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm emphasizes individualized portfolio construction and oversight, combining in-house strategies with third-party managers and sponsored platforms.

Damon Boyar is a financial advisor with Great Valley Advisor Group, LLC in Boca Raton, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Great Valley Advisor Group since 2022 and previously spent ten years with Gaines Financial Group, Inc. and fourteen years with LPL Financial. Boyar also engages in non-variable insurance sales related to life and health insurance. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Rosemarie Dempsey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Hornor, Townsend & Kent, Inc. for 11 years and has been associated with Penn Mutual Life Insurance Company since 2013. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Gregory Mallison is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Great Valley Advisor Group since 2014 and is also associated with LPL Financial since 2008. Outside of his advisory roles, he is involved with Consanguinity Associates, a family partnership holding company for family assets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and oversight, utilizing a combination of in-house strategies and third-party managers across various platforms, including LPL, Fidelity, and Schwab.

Jacob Gustafson is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Great Valley Advisor Group since 2016 and LPL Financial since 2015. 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 both in-house strategies and third-party managers across various platforms.

Charles Elhoff Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 52 years of industry experience. He has worked at several firms, including LPL Financial and Good Life Advisors, LLC. Outside of advisory roles, he is a licensed life and health insurance agent and serves as a FINRA arbitrator. Great Valley Advisor Group is an SEC-registered multi-team investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios to client objectives.

Alexis Perron is a financial advisor with Great Valley Advisor Group, LLC. He holds Series 63 and Series 65 licenses and has experience working at LPL Financial and Ameriprise Financial Services, Inc. He has also been associated with Salo, a Korn Ferry Company. Great Valley Advisor Group is a multi-team SEC-registered 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, utilizing a combination of in-house strategies and third-party managers.

Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Jeffrey Rubin 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 LLC, Gaines Financial Group, Wells Fargo Clearing, and Prudential Equity Group, LLC. He also operates an independent investment advisory business through Great Valley Advisor Group, Inc. 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Michael Danjczek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at LPL Financial, Madison Avenue Securities, Brighter Financial Capital Management, Clark & Associates, Kalos Capital, and Prudential Financial Planning Services. Outside of his advisory work, he is a marksmen trainer and coach in Berryville, VA. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Kyle Thomas is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and bringing 18 years of industry experience. He has worked at firms including LPL Financial and Mass Mutual Investors Services. Thomas provides investment advisory services through Great Valley Advisor Group, an independent registered investment advisor. Great Valley Advisor Group is a multi-team SEC-registered firm serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a range of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Kenneth Divelbiss is a CFP® and ChFC® with 36 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and previously with LPL Financial LLC since 2007. He is also involved in insurance-related activities, including life, health, disability, and long-term care insurance. Great Valley Advisor Group is a multi-team SEC-registered 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.

Edward Sep is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at Good Life Advisors, Private Advisor Group, LPL Financial, and Merrill. He also provides investment advisory services through Good Life Advisors LLC, an independent registered investment advisor firm. Great Valley Advisor Group is a multi-team SEC-registered 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, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

April Breheim is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. She has worked at LPL Financial, LLC since 2015 and was previously employed by Jackson County Bank from 2015 to 2021. Great Valley Advisor Group is a multi-team SEC-registered 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, utilizing a combination of in-house strategies and third-party managers to tailor portfolios.

Robert Price is a financial advisor with Great Valley Advisor Group, LLC in Columbia, SC, holding Series 65 and Series 66 licenses and having 10 years of industry experience. He has been associated with Good Life Advisors, LLC and LPL Financial, LLC since 2016, and previously worked at Waddell & Reed. Outside of advisory roles, he provides administrative support to Good Life Advisors, LLC and is involved in selling various insurance products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers to tailor portfolios and conduct ongoing oversight.

Jason Knight is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2011 and previously spent ten years at Charles Schwab. Knight provides investment advisory services through Great Valley Advisor Group, LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals—including high-net-worth clients—retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Claire Hart is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Her prior roles include positions at National Wealth Management Group, LLC, LPL Financial LLC, and Cuna Mutual Group. Great Valley Advisor Group is a multi-team registered 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, utilizing a combination of in-house strategies and third-party managers across various platforms.

Andrew Houte is a CFP® with 23 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC since 2016 and LPL Financial since 2015. He also operates Next Level Planning & Wealth Management, providing non-variable insurance products and tax preparation services. 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, utilizing a combination of in-house strategies and third-party managers.

Leif Briel is a Certified Financial Planner® with 15 years of experience in the financial services industry. He is currently affiliated with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Northwestern Mutual in various roles from 2011 to 2023. Outside of his advisory work, he has a business entity, Briel Enterprises, LLC, for tax and investment purposes. Great Valley Advisor Group is a multi-team SEC-registered 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, utilizing a combination of in-house strategies and third-party managers.

James Brown III is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Good Life Advisors, LLC since 2017 and at LPL Financial LLC, including Cornerstone Financial Management, since 2016. Outside of his advisory roles, he is involved with The Cage Project, a non-investment-related business activity in Chapin, SC. Great Valley Advisor Group is a multi-team SEC-registered 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, focusing on individualized portfolio construction and ongoing oversight through a mix of in-house and third-party strategies.