Woodbury, MN Commerce Drive Office

Ellen Welsh is a CFP® professional with six years of experience in the financial services industry. She currently works at Great Valley Advisor Group, LLC and has previously held roles at LPL Financial and Northwestern Mutual. Outside of her advisory work, she is involved with IPG Risk Management, focusing on non-variable insurance and risk services. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers a range of discretionary and non-discretionary investment management and financial planning services, combining proprietary strategies with third-party managers across various platforms.

William De Mar II is a financial advisor with Great Valley Advisor Group, LLC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2017 to 2024 and at LPL Financial since 2024. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Trevor Wasbotten is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Exeter Wealth Management and LPL Financial since 2021 and has prior experience in various roles including at Mill's Fleet Farm and UW Athletics. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with a focus on individualized portfolio construction and ongoing oversight.

Matthew Quinn is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial for over 16 years and Personal Wealth Partners, LLC for six years. Outside of advisory roles, he maintains a small farm operation and serves as a notary. 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 combines individualized portfolio construction with ongoing oversight, utilizing a mix of in-house strategies, third-party managers, and sponsored platforms to provide discretionary and non-discretionary investment management, financial planning, and retirement plan consulting.

Todd Morris is a financial advisor at Great Valley Advisor Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been involved in various business activities including tax preparation and serving as president of Morris Financial Services. From 2018 to 2021, he also engaged in land flipping. 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.

Alexis Perron is affiliated with Great Valley Advisor Group, LLC and holds Series 65 and Series 63 licenses. Alexis has experience working at LPL Financial since 2026 and previously at Ameriprise Financial Services from 2015 to 2017, as well as a long tenure at Salo, a Korn Ferry Company. 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 managers, with ongoing due diligence and portfolio oversight.

Michael Laatsch is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Great Valley Advisor Group and LPL Financial since 2016. Outside of his advisory roles, he is involved in coaching through NextGen Leadership. 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 blend of in-house strategies and third-party managers across various platforms.

Justin Larson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services and LPL Financial. Larson provides administrative support to Great Valley Advisor Group, Inc., dedicating significant time to this activity. 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 both in-house and third-party strategies.