Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at LPL Financial and The Prudential Insurance Company of America. Rosenau is involved in multiple investment advisory activities through Great Valley Advisor Group and maintains additional business interests in insurance consulting. 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 blend of in-house strategies and third-party managers across various platforms.

Jeremy Kerr is a financial advisor with Great Valley Advisor Group, LLC holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, The Prudential Insurance Company of America, Nexa Mortgage, and Quicken Loans. 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 with ongoing portfolio oversight.

Ricardo Ferreira is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked with firms including LPL Financial and PRUCO Securities. Ferreira is also involved in McNamara Financial Group, a non-variable insurance business. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management and financial planning services, emphasizing individualized portfolio construction and ongoing oversight through both in-house and third-party strategies.

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.

Jay Thompson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Great Valley Advisor Group since 2017 and previously at Newtown Wealth Management Inc. for 10 years. He is also involved with Thompson Financial Inc. and serves as a fixed insurance and annuity agent with Creative One. 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.

Jonathan Childs is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at LPL Financial, The Leaders Group Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Childs is involved in non-variable insurance services through various affiliated entities. 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 using a blend of in-house strategies, third-party managers, and sponsored platforms.