Jared Deutsch is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mass Mutual Investors Services, and has over a decade of experience with JD Insurance Services, Inc. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, focusing on individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Charles Mcnamara III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior career includes sixteen years at The Prudential Insurance Company of America and associated entities. Mcnamara also operates Employee Benefit Partner, LLC, which offers non-variable insurance services. 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.

Kenneth Calcutt is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Good Life Advisors, LLC and LPL Financial, LLC since 2014. Outside of advisory work, he has been involved with the Palmetto Half Marathon since 2010. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction with a combination of in-house strategies and third-party managers.

George Plock Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior firms include LPL Financial LLC, J.W. Cole Advisors, Inc., and American Wealth Executives, LLC. Outside of his advisory work, he owns a business called Iron Heart Metal Art, LLC. 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, using a combination of in-house strategies and third-party managers with regular due diligence and portfolio oversight.

Jared Krog is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual, where he worked in various capacities over more than a decade. He is also involved in an accounting and tax preparation business separate from his advisory duties. 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 with ongoing portfolio oversight.

Thomas Mc Crea is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Great Valley Advisor Group, he has worked at Good Life Advisors, LLC, LPL Financial LLC, and United Parcel Service. 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, using a combination of in-house strategies and third-party managers across various platforms.

Nicholas Schneider is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Financial LLC, Northwestern Mutual Wealth Management Company, and JPMorgan Chase. Great Valley Advisor Group is a 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 across various platforms.

Joseph Bennett is a CFP® professional with 22 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has worked at LPL Financial, Invest Financial Corporation, and PRUCO Securities. Bennett provides administrative 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, including high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a mix of in-house strategies and third-party managers across various platforms.

Patrick Maddox is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at LPL Financial, Pruco Securities LLC, and Fleming Financial Group LLC. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, high-net-worth clients, 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.

Timothy Young is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and currently based in Bangor, PA. He has been with Great Valley Advisor Group since 2026 and also operates How Can We Help LLC, a business active since 2019. Prior to his advisory career, he worked at the Warren County Prosecutor's Office from 2016 to 2019. 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 through a network of roughly 190 advisors, emphasizing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Thomas Griffiths is a financial advisor at Great Valley Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Associated Securities Corp., Strategic Wealth Advisors Group, FSC Securities Corporation, and Wells Fargo Clearing. Griffiths has involvement in Griffiths Financial Services and T & Z Financial, LLC for tax purposes. 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 oversight through a combination of in-house and third-party strategies.

Brenden Cullen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at North Point Advisor Group, LPL Financial, Northwestern Mutual, and Baker Tilly US. He is involved in administrative support activities for Great Valley Advisor Group. 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 mix of in-house strategies and third-party managers across multiple platforms.

Matthew Martinson is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Advanced Advisor Group LLC, EFS Advisors, VOYA Financial Advisors, and Capital Street Financial Services. He also provides investment advisory services to Great Valley Advisor Group, Inc., an independent RIA. 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 through a combination of in-house strategies and third-party managers, with ongoing due diligence and portfolio oversight.

Carmen Maria Andrews is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has previously worked at Sharp Advisors and Merit Financial Group, LLC, and has been affiliated with LPL Financial since 2010. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers, with a network of approximately 190 advisors.

Paul Jervey is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His work history includes roles at Jervey Genesis Solutions, Genesis Wealth Management Solutions, Diamond State Financial Group, Minnesota Life, and Securian Financial Services Inc. Paul is based in Wilmington, Delaware. 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 emphasizes individualized portfolio construction and ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.

Jason Forstot is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been associated with Gaines Financial Group, Inc. dba Swan Wealth Management Group and LPL Financial, LLC since 2016. 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 with ongoing portfolio oversight.

Marc Luciani is a financial advisor with Great Valley Advisor Group, LLC who holds a Series 66 license and has 14 years of industry experience. His previous roles include positions at Dumont & Blake Investment Advisors LLC, Covered Bridge Advisors, LLC, and Cantor Fitzgerald Wealth Partners. He serves as a board member of Potential Inc., a school for children with autism. 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 both in-house strategies and third-party platforms.

Lynn Pagans is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked with Great Valley Advisors since 2020 and has been associated with LPL Financial since 2012. Outside of her advisory roles, she serves as president of Lighthouse Point Financial Services, Inc., a non-investment-related 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 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 Satterfield is a CFP® with 18 years of industry experience currently affiliated with Great Valley Advisor Group, LLC. His prior roles include positions at Valor Asset Management, Stillwater Capital Advisors, Morgan Stanley, and Citigroup Global Markets. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, combining in-house strategies with third-party managers and platforms to provide tailored portfolio construction and ongoing oversight.

Matthew Kavanagh is a financial advisor with Great Valley Advisor Group, LLC based in Brookfield, WI. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions at LPL Financial and GWFS Equities. 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.