Peter Augustine is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. Augustine provides investment advisory services through Great Valley Advisor Group, an independent investment advisor firm. 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 mix of in-house strategies and third-party managers across various platforms.

Gene Levengood is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked with firms including Raymond James Financial and LPL Financial and operates Good Life Advisors LLC, an independent investment advisory firm. 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 managers.

Christopher Nelson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in insurance sales, specializing in health and employee benefits life insurance through a separate business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio management and financial planning through a combination of in-house strategies and third-party platforms, with a network of approximately 190 advisors.

Nicole Andrews is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial, Swan Financial, and Drazan, Henke, and Associates. Andrews also provides administrative support to Great Valley Advisor Group, Inc., an independent investment advisor firm. Great Valley Advisor Group is an SEC-registered, multi-team adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

Therese O’Connell is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Great Valley Advisor Group since 2017 and previously held roles at LPL Financial, Securities America Advisors, Securities America, and Augustine Associates. Outside of her advisory work, she serves as a girls high school lacrosse coach. 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, employing individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Sal Stanzione Jr is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at LPL Financial, PFS Investments Inc, and Primerica Financial Services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and oversight, using a combination of in-house strategies and third-party managers across various platforms, including LPL, Fidelity, Schwab, and SEI.

Jason Delcollo is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LPL Financial, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. He also works as a physician with AFC Urgent Care in Aston. 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 offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers to tailor portfolios to client objectives.

Tyler Pahl is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Millstone Wealth Management and Thrivent Financial, accumulating a total of six years at Great Valley Advisor Group and four years at Thrivent Financial. Great Valley Advisor Group is a 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 across various platforms.

Willis Deaton Jr. is a CFP® professional with 42 years of industry experience, currently serving with Great Valley Advisor Group, LLC. His career includes nearly two decades at Waddell & Reed and over ten years with both Cornerstone Investment Management and LPL Financial. Outside of his advisory roles, he is involved in a private investment venture related to a duck hunting property in Arkansas. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, employing both in-house and third-party strategies, and offers a range of services including financial planning and retirement-plan consulting.

Matthew Olson is a CFP® and ChFC® credentialed advisor with 22 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and Thrivent Financial for Lutherans. Olson also operates North Point Accounting and Tax Services, providing tax preparation and accounting 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, emphasizing individualized portfolio construction and ongoing oversight across various platforms and investment strategies.

Vicki Kaminski is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include long-term tenures at Select Advisor Group, Inc. and Intervest International Equities Corporation. She is also an independent insurance agent, licensed to sell insurance products such as life insurance and annuities. 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, combining in-house strategies with third-party managers and platforms to tailor portfolios to client objectives.

Ryan Shanley is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, Jacobi Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. 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 across various platforms.

Timothy Albergotti is a financial advisor at Great Valley Advisor Group, LLC in Columbia, SC, holding a Series 66 designation with three years of industry experience. He has worked previously with Good Life Advisors, LLC and LPL Financial, and spent ten years at Dealer Specialties of South Carolina. Outside of his advisory role, he is involved with Good Life Advisors, an independent investment advisory firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Evan Coffey is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. He previously worked at LPL Financial and has additional experience at Target, Range End Gold Club, Ursinus College, and East Pennsboro Area High School. 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.

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.

John Hilmer is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior affiliations include LPL Financial, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Mass Mutual Investors Services, and Metlife Securities. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms including LPL, Fidelity, and Schwab.

David Gornitzky is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He serves as a board member for Treasure Coast Executives, a for-profit organization based in Stuart, Florida. 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 a mix of in-house strategies and third-party managers across various platforms.

Sarah Johnson is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Great Valley Advisor Group, LLC and has been with the related entity S Capital Wealth Advisors, LLC since 2015. 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 through a network of approximately 190 advisors, emphasizing individualized portfolio construction and ongoing oversight across various platforms and strategies.

Scott Bantz is a financial advisor with Great Valley Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 14 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2011 to 2023 before joining LPL Financial in 2023. 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 a mix of in-house strategies and third-party managers, with ongoing portfolio oversight.

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.