Great Valley Advisor Group, LLC

Philip Rosenau is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC from 2008 to 2017 before joining Great Valley Advisor Group and LPL Financial in 2017. Rosenau is involved in multiple advisory business activities related to LPL Financial and Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and comprehensive financial planning, utilizing both in-house strategies and third-party managers, with ongoing monitoring and annual reviews to support client objectives.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Great Valley Advisor Group since 2021 and previously at LPL Financial and US Financial Advisors. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Brian Samec is a financial advisor with Great Valley Advisor Group, LLC, holding CFP® and ChFC® designations and over 25 years of industry experience. He has previously worked at Northwestern Mutual in various roles from 2000 to 2023 and joined LPL Financial in 2023. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers customized portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Philip Sears III is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Great Valley Advisor Group since 2016 and previously at Securities America Advisors, Inc. and Securities America, Inc. He is also involved with The Ridge View Group and Ridge View Group Wealth Management, entities affiliated with his LPL business. Great Valley Advisor Group manages approximately $9.7 billion in client assets and serves individual and high-net-worth clients, as well as retirement plans and trusts. The firm employs a client-specific, multi-sourced investment approach that combines in-house strategies and third-party managers, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement consulting.

Andrea Argue is a CFP® professional with 21 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. She has worked at Householder Group Estate & Retirement Specialists, LPL Financial, and Woodbury Financial Services. Argue is also involved with Kave Family Financial, an investment-related business she operates alongside her advisory work. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management, financial planning, and access to third-party advisory programs, utilizing a multi-sourced investment approach with ongoing monitoring and reviews.

Kamali Chambers is a financial advisor at Great Valley Advisor Group, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Chambers has also conducted non-investment insurance sales involving life, health, Medicare, annuity, disability, and long-term care products. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a client-specific, multi-sourced investment approach that includes both in-house and third-party strategies.

Richard Ropelewski is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Michael Dedda is a financial advisor at Great Valley Advisor Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Great Valley Advisor Group since 2013. He also maintains an affiliation with LPL Financial, where he has worked since 2009. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm employs a client-specific, multi-sourced investment approach combining in-house strategies and third-party managers, with ongoing portfolio monitoring and annual reviews.

Steven Haug is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Gaines Financial Group dba Alliance Wealth Management and LPL Financial since 2014. Haug provides investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs and alternative investments.

John Jonas is a financial advisor at Great Valley Advisor Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Great Valley Advisor Group since 2016, also affiliated with LPL Financial since 2015. In addition to his advisory roles, he is a commissioned notary public in Wisconsin. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, and access to third-party advisory programs and alternative investments.

Matthew Fitch is a financial advisor at Great Valley Advisor Group, LLC with 21 years of industry experience. He holds a Series 66 credential and has been with Great Valley Advisor Group and LPL Financial since 2015. Outside of his advisory role, Fitch is involved as a paid youth hockey coach with the STMA Youth Hockey Association. Great Valley Advisor Group manages approximately $9.7 billion in client assets and serves individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management and financial planning services, utilizing both in-house strategies and third-party managers, with ongoing monitoring and client-specific investment approaches.

Todd Smiler is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Gaines Financial Group and LPL Financial since 2016 and previously at Wells Fargo Advisors from 2013 to 2016. In addition to his advisory role, Smiler is involved in selling group health, life, and disability insurance. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, financial planning, retirement consulting, and access to third-party advisory programs and alternative investments.

Paul Tourville is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Great Valley Advisor Group since 2016 and has been associated with LPL Financial, LLC since 2015. Tourville is involved with Next Level Planning & Wealth Management in Brookfield, WI, which offers non-variable insurance services. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm provides tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs, utilizing a multi-sourced investment approach that includes both in-house and external strategies.

Robert Schmauk Jr. is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valor Asset Management and LPL Financial. Great Valley Advisor Group provides investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, utilizes in-house and third-party strategies, and maintains affiliations with multiple financial service providers.

Ellen Welsh is a CFP® professional with five years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. Her prior roles include positions at LPL Financial and Northwestern Mutual, spanning wealth management and investment services. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs.