David Hopkins is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has held roles at LPL Financial and Great Valley Advisor Group, Inc. Outside of his advisory work, he serves as a writing agent for non-variable insurance products and is involved with LTCI Partners LLC. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, and other entities. The firm offers a range of investment management and planning services while utilizing both in-house and third-party strategies, with ongoing portfolio oversight and due diligence.

David Guild is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at North Point Advisor Group and Concord USA, as well as work with the Minnesota Department of Revenue and other organizations. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers financial planning, investment management, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

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.

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.