With GVA, You’re Family View Our Culture Video Meet the GVA Team GVA was built by advisors, for advisors. With in-house industry veterans in asset management, compliance, and operations, we are proud of the diversity of our corporate team. Ryan Todd, CPA Founder & CEO James Spinelli, ChFC®, AIF® Founder & COO Michael Dedda, ChFC® Managing Partner Cheryl deRosa Chief Compliance Officer Eric Parnell, CFA Chief Market Strategist Michelle Duff Director, Operations & Transitions Drew Nemeth Director, Compliance & OperationsSupervisory Principal Michael Hornung Director, RIA Compliance Camy Loucks Director, Internal Communications Stef Dolan Director, Brand & Strategic Marketing S. Jason Kell, AIF® Director, Retirement Plans Marc Poulos Senior Trader, Asset Management Meghan Cavanaugh Specialist, Asset Management Phil Regan Business Development Associate Colton Pence Manager, Advisor Compensation Bryce Cleveland, CPA Manager, Accounting Lori McGonagle Manager, Client Relationships Ivette McCartney Specialist, GVA Insurance Brokers Tomoko DuPaul Specialist, Operations & Transitions Dana Heiserman Specialist, Operations & Transitions Tess Vaughan Specialist, Operations Ryan Todd, CPA Founder & CEO Email Ryan graduated from Villanova University with a Bachelor’s in Accountancy and complemented his studies with a stint at The London School of Economics. His professional journey began in New York City, where he worked for a large investment bank, earning his Series 7, 63, 24, and 55 licenses currently held with LPL Financial. As the firm’s Chief Executive Officer, Ryan Todd embodies a comprehensive skill set crucial for steering the company toward success. With a strong accounting background, Ryan makes sound financial decisions vital for the organization’s stability and growth. He fosters a culture of innovation and creativity, encouraging novel ideas to keep the company ahead of industry trends. Beyond the office, Ryan’s passion for running has seen him conquer marathons, including the Boston Marathon. Rooted in Chester Springs, PA, he enjoys spending time with his wife, Tara, and their three children. As a Certified Public Accountant, Ryan brings a unique perspective to fostering connections between financial advisors and CPA affiliates, enriching the services offered by Great Valley Advisor Group. *Great Valley Advisor Group and LPL do not provide tax advice or services. Please consult your tax advisor regarding your specific situation. James Spinelli, ChFC®, AIF® Founder & COO Email James J. Spinelli embarked on his tech journey as a developer before joining Comcast Corporation. At Comcast, he was involved with capital forecasting, nurtured key relationships, and built financial information systems. After his time at Comcast, James embarked on a new venture, founding Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. He is also deeply passionate about FinTech and founded AdvisorBOB© to aid advisors in navigating compensation complexities. James holds a B.S. in Information Systems with a Minor in Information Technology, and an M.S. in Information Science (MSIS) from Penn State University. He furthered his education with an M.S. in Finance (MSF) from the Indiana University Kelley School of Business. During his time at Penn State, he was also a member of the Penn State Nittany Lions Varsity baseball team. James resides in Malvern, PA with his wife Devon and their four children—Kieran, Saylor, Scarlett, and Serafina. When he’s not working, James enjoys time with friends and family, whether it’s lounging at the beach, deep sea fishing, playing golf, coaching youth sports, or cheering on the Phillies. Actively involved in community initiatives, James serves as the president of Berwyn-Paoli Little League, fosters dogs through To Love a Canine Rescue, Inc., helped coach multiple teams for the Phillies Reviving Baseball in Inner Cities Program, and sits on the board of The Kyle Ambrogi Foundation. Michael Dedda, ChFC® Managing Partner Email Michael J. Dedda is a Chartered Financial Consultant (ChFC) and has worked in the financial planning field for over 18 years. He is also a Registered Representative with LPL Financial. Michael earned his B.A. in Finance from Villanova University and received his ChFC certification from the American College. Michael has established himself as a trusted advisor to businesses and individuals by creating relationships to foster better outcomes for business owners and employees. Cheryl deRosa Chief Compliance Officer Email Cheryl has extensive experience with cash management, product testing, product development, and workforce training. Her main responsibilities include monitoring branch offices to ensure the business is processed within FINRA & SEC guidelines. Cheryl provides training on policies, procedures, and best practices to ensure the business is processed smoothly. She performs periodic audits of business written by branch offices and for the RIA documenting her results. Prior to joining our team, Cheryl spent several years in banking where she served as Vice President of Cash Management Operations leading teams that supported global sales and product suitability for Cash Managers at Fortune 500 companies. In addition, she managed a WorldLink Operation in Buffalo and US Dollar Pooling through London as well as controlled disbursements and wire transfer departments in Delaware and New York. Cheryl has a Paralegal Certificate, and a B.S. in Business and Accounting and has completed coursework toward her JD-MBA at Widener University. She holds a Certificate in Personal Nutrition, is certified as an Advanced Sports and Exercise Nutritional Advisor, and is working toward a Certificate in Diet and Weight Loss. Eric Parnell, CFA Chief Market Strategist Email Eric Parnell is the Chief Market Strategist for Great Valley Advisor Group. Eric applies his expertise in finance and economics to manage multi-asset portfolios, mitigate risk, deliver advice that promotes informed decision-making, and facilitate investors achieving their short-and long-term investment goals. He leads the GVA Asset Management platform overseeing the management of asset allocation models for GVA advisors and their end clients. Eric also provides economic, market, and investment related analysis and communications to the GVA network of advisors and clients as well as the broader financial media. Eric has appeared on CNBC, CNN, Money Matters TV, NPR-Marketplace, Seeking Alpha, and CFA Magazine. Eric has more than 25 years of financial and investment experience. Prior to joining GVA, Eric was the Founder and Director of Gerring Capital Partners, a Registered Investment Advisor serving clients nationwide. Eric also previously served as the Director of Investment Communications for SEI Investments and as an Economist at Moody’s Analytics. Eric is also an active member of the CFA Society of Philadelphia and the Global Interdependence Center. Beyond his investment work, Eric is a Visiting Scholar in Business & Economics at Ursinus College. He served as a full-time faculty at Ursinus from 2014 to 2023 teaching courses in finance, investments, economics, and research methods. Eric also launched the Finance Scholars program at Ursinus to prepare students to take the CFA Level I Exam after graduation. Prior to teaching at Ursinus, Eric was a full-time visiting professor at West Chester University in the Department of Economics & Finance from 2005 to 2014. He was a five-time recipient of Outstanding Faculty Honors during his time at WCU. Eric is a Chartered Financial Analyst (CFA) Charter holder. He holds an MS Finance from Drexel University’s LeBow College of Business. Eric also graduated Magna cum Laude from Dickinson College with a BA Economics and a BS Mathematics and is a member of Phi Beta Kappa. Eric lives with his wife Sherry and two sons Finn and Rowan in Glenmoore, PA. He is also an active marathon and half marathon distance runner. Michelle Duff Director, Operations & Transitions Email Michelle is responsible for administering and overseeing the daily operational functions related to the firm’s Hybrid and RIA divisions. Through her excellent project management skills, Michelle helps Great Valley Advisor Group (GVA) strengthen relationships both inside and outside the firm walls to help us deliver tailored solutions to our independent advisors and advisory firms. Additionally, Michelle is part of GVA’s transition team onboarding Hybrids or IFAs and is the point of contact for the firm’s detailed and process driven New Advisor Transition Excellence program. Michelle also supports GVA advisors with Compliance requirements, communicating alerts surrounding procedures and guidelines with audits conducted by our Broker-Dealer and the SEC. Michelle is a wealth of knowledge and is passionate about helping our advisors run a smooth practice thereby providing multiple opportunities for them to best serve their clients and operate as a fiduciary. Prior to joining GVA, Michelle spent 16 years with U.S. Wealth Management in the Operations & Compliance department as the Director of Operations. Her responsibilities consisted of operations & compliance support, onboarding new advisors, branch exam support, insurance payouts, and office management of the corporate office. Michelle resides in Brockton, MA with her husband Brian and their three boys, Jaydon, Joshua, Tyler, and daughter Haley. They are all kept busy at home by “Champ”, their playful and affectionate 7 year old Boxer. Drew Nemeth Director, Compliance & OperationsSupervisory Principal Email Drew is a Director of Compliance and Operations and a Supervisory Principal at GVA. He is responsible for reviewing and maintaining oversight of all activity generated from GVA advisors and staff. He has been involved in the operations/compliance side of the financial industry since graduating from Rider University. Drew began his career with Fiserv Securities before moving to Wells Fargo and has been with LPL since 2007 and GVA since 2014. He maintains his series 6, 63, 65, 7 and 24. Drew has a robust understanding of the back office procedures of the financial industry. In his spare time Drew enjoys spending time with his family, coaching his children’s sports teams, playing ice hockey and going to the beach. Michael Hornung Director, RIA Compliance Email Michael is a graduate of Temple University’s James E Beasley School of Law, where he earned his Juris Doctor after studying Economics at Susquehanna University, where he played collegiate Rugby. As Director of RIA Compliance for Great Valley Advisor Group, Michael is a key player in ensuring that GVA’s compliance policies are managed and executed effectively. As GVA’s community of Advisors grows and the SEC’s requirements change, Michael’s efforts ensure that GVA’s systems, policies, and procedures rise to the occasion. Michael lives in Malvern, Pennsylvania. An avid gravel cyclist, Michael’s life is split happily between the Office and the Trail. His fiancé and their three cats share his passion for birdwatching. Camy Loucks Director, Internal Communications Email Camy’s background lies in Marketing and Communications for individual clients and corporate entities which has allowed her to help identify ways in which to grow a business and develop strategies to help identify and meet goals. She enjoys helping people define and refine their vision to stay on track and work towards their dream. As the Marketing Director, Camy also helps define and deliver announcements to advisors and home office staff in addition to working on the firm’s offsite annual educational conference. She handles the development of marketing collateral, content creation and messaging for internal and external websites as well as social media platforms. Previously, Camy spent over 10 years with U.S. Wealth Management (USWM) as their Marketing Director working with over 30 advisors around the country assisting them in their practice development and print and digital marketing efforts. Camy grew up in Rochester, NY and graduated from Bowling Green State University with a B.A. in Communications. She has spent time in Colorado teaching skiing, in Manhattan working for public relations firms, and Long Island as a publicist with Bravo and American Movie Classics cable networks before moving to Boston and working for Cablevision of Boston and USWM respectively. She resides in Mansfield, MA with her husband Jeff, two young adult kids, Sarah and James, and their Chocolate Labrador, “Hooper”. Stef Dolan Director, Brand & Strategic Marketing Email Stef is a member of Great Valley Advisors’ marketing and communications team as their Content Marketing Specialist. She is responsible for reviewing, maintaining, and delivering communications generated by GVA through the appropriate channels. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She started her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years. Stef lives in Berwyn, PA with her husband and their three young sons. S. Jason Kell, AIF® Director, Retirement Plans Email Jason serves as Director of Retirement Plans for GVA Retirement Consultants and partners with corporate and non-profit executives to improve and manage all facets of their retirement plans. He has provided independent advice and fiduciary guidance to corporate and non-profit employers since 2004. His entire 23-year career has been exclusively focused on qualified and non-qualified retirement plans. He assists plan sponsors in fulfilling their fiduciary duties and improving retirement plan outcomes through a focus on liability control, plan committee and employee education, cost reduction, vendor management, and improvement of plan-related operations. As an Accredited Investment Fiduciary®, he possesses an extensive knowledge of the investment monitoring and management process. He is committed to being a lifelong student of the industry and pursuing positive outcomes through rigorous monitoring and service delivery to his clients. Jason received his B.A. from the University of Delaware and enjoys coaching youth sports and spending time with his family. Marc Poulos Senior Trader, Asset Management Email With 18 years in both public and private sectors, Marc brings corporate banking, capital markets, and investment management experience to Great Valley Advisor Group. As our dedicated portfolio trader, and part of the GVA Investment Team, Marc’s primary focus is trading, rebalancing, and optimizing our models. Marc directly supports our advisors and their offices. Prior to GVA, Marc worked in portfolio management with Brookstone Capital Management where his responsibilities included asset allocation, managing portfolio liquidity, and trade execution. Marc previously spent 9 years in Corporate & Investment Banking at the Bank of Montreal. There he covered the Cross-Border Diversified Industries Group and acted as a Relationship Manager for both domestic and multinational corporations, providing services across Lending, Debt Capital Markets, FX, and Commodity Hedging. Marc earned his Bachelor of Arts degree in Economics from the University of Kansas in 2005. Marc, a Chicago native, recently moved to the Northeast with his wife Alison. They currently reside in Media, PA. An avid Jayhawks fan, Marc also enjoys playing golf, reading U.S. history, and watching college and professional sports. Meghan Cavanaugh Specialist, Asset Management Email Meghan Cavanaugh works with the GVA Asset Management team, assisting advisors with account opening, account maintenance, and reporting. She began working in the financial industry after graduating from Penn State University with a BA in Business Management in 2005. She spent the first leg of her career at a boutique investment firm based out of Radnor, PA, working with retail and institutional clients. She moved to LPL Financial in 2014 to take on an administrative and operational role. Meghan resides in New Hope, PA with her husband and three children. During the summers, Meghan and her family enjoy spending time in the Outer Banks, NC, and Sea Isle, NJ. Phil Regan Business Development Associate Email Phil Edge Regan is an accomplished and driven professional who brings a diverse skill set and a passion for sales to the role of Business Development Associate at Great Valley Advisor Group. With a bachelor’s degree in Business Management, and a minor in Economics from Dickinson College, Phil has a solid foundation in business principles and a deep passion for finance and economics. During his time at Dickinson College, Phil excelled both academically and athletically as a member of the nationally ranked Red Devils lacrosse team, and spent a semester studying abroad in Italy at the University of Bologna. Additionally, Phil honed his analytical abilities and strategic thinking through internships at AmerisourceBergen and Sarian Strategic Partners. Prior to joining GVA, Phil gained valuable experience in the commercial real estate industry as a Sales and Leasing Agent at Hunter Durant LLC, and as a Business Development Associate at Legacy Automotive Capital. These roles allowed him to develop strong negotiation and communication skills while effectively managing client relationships, while also understanding all aspects of real estate deals and financing. Outside of his professional pursuits, Phil enjoys spending quality time with friends and family at the beach, on the golf course, playing basketball and cheering on Philadelphia’s sports teams. Phil is excited to make a significant impact at Great Valley Advisor Group by driving business growth and forging strategic partnerships. His drive, leadership, and personality make him an asset to the team! Colton Pence Manager, Advisor Compensation Email Colton is a Cum Laude graduate from West Chester University with a bachelor’s degree in Finance and additional studies in Computer Science. As Managing Partner of AdvisorBOB, Colton is responsible for overseeing the compensation of more than 1,000 advisors and 55 billion in assets. Colton has led the charge in growing AdvisorBOB’s fintech presence. AdvisorBOB has been included in Michael Kitces Financial AdvisorTech Solution Map and services multiple Forbes Top 100 Registered Investment Advisors. With the Manager, Business Consultant role, Colton is responsible for GVA’s host of companies that utilize software to provide financial services. Colton contributes to the firm through compensation, reporting, and anything technology-related. Colton lives in West Chester, Pennsylvania with his fiancé Kennedy and two dogs. In his spare time, Colton enjoys spending time with friends and family either on the golf course or at the beach. Bryce Cleveland, CPA Manager, Accounting Email Bryce is a West Chester University graduate with a bachelor’s degree in Finance and Accounting. Before joining Great Valley Advisor Group in December 2020, Bryce started his career as an Audit Associate at KPMG, where he also obtained his CPA license. Bryce currently resides in Phoenixville, Pennsylvania with his wife, Darby. In his spare time, Bryce enjoys music, and grew up playing the piano, cello, and guitar, and sang in his college’s acapella group. He is also an avid sports fan and loves watching or attending Sixers and Phillies games when he can. Lori McGonagle Manager, Client Relationships Email Lori has been in integral part of Great Valley Advisor Group’s Client Services team since 2022. In her role as Client Relationship Manager she assists with various client service needs, taking the initiative to respond promptly to client requests and find solutions to any needs in a timely manner. Lori graduated from East Stroudsburg University, then began her decades long career in the accounting and wealth management industries, including as a private industry staff accountant, a tax accountant, and various client and administrative support roles in the finance industry. The knowledge she gained in these positions is invaluable and enhances her ability to provide an elevated service experience for GVA clients. Lori lives in Glenmoore, Pennsylvania with her husband Brian and their four children. In her spare time, Lori enjoys spending time with friends and family, cooking, watching her children play sports, and going to the beach! Ivette McCartney Specialist, GVA Insurance Brokers Email Ivette spent 19 years with Gaines Financial Group as the Operations Manager. Her responsibilities consisted of operations & technical support, advisors and client support, branch exam support, onboarding new advisors, advisor compensation, and management of the office. She has a B.A. in International Business and Marketing from Florida Atlantic University in Boca Raton, FL. Ivette is proficient in both English and Spanish and resides in Boynton Beach, FL with her husband and children. The family enjoys the Florida weather spending time boating, fishing, dirt bike riding, and mountain biking in their free time, and traveling during the summers visiting family & friends. Tomoko DuPaul Specialist, Operations & Transitions Email Tomoko is responsible for billing advisory accounts managed by advisors and also handles the full array of operations tasks. Tomoko previously worked as a New Business Analyst at Ocean State Financial Services, a Met Life Affiliated firm, where she handled all lines of business including Life Insurance, Annuities, Brokerage, and Mutual Funds. She has a B.S. in Communication from Suffolk University in Boston, MA. Dana Heiserman Specialist, Operations & Transitions Email Dana joined Great Valley Advisor Group in 2022 with extensive client service and administrative support experience in both the technology and wealth management industries. Her “roll with the punches” attitude and “do great things every day” philosophy are backed by strong customer service skills. Dana assists GVA advisors with their in-house proprietary Salesforce platform and ensures our advisors get the support they need to help them assist their clients. Dana takes initiative to solve problems, responds promptly to client requests, and consistently proves her dedication by making herself available at a moment’s notice. Dana enjoys cooking, watching football, and spending time with family and friends. She also likes to travel, and get outdoors to go hiking, camping, canoeing, and fishing. Tess Vaughan Specialist, Operations Tess Vaughan has provided top-notch administrative and operational support in the financial services industry for over 20 years. For the past two years, she has dedicated her time to the Gaines Financial Group (Boca Raton, FL), where she supported a team of 14 in-house advisors. Tess has thrived in this space starting with back-office support and growing professionally to create and deliver reports to both client and management. In her role at Great Valley Advisor Group, Tess helps support the advisor network by providing back-office support and creating streamlined solutions. Tess has lived in Boca Raton for 26 years; she enjoys endurance sports, creating resin art, and spending time with her husband and son. Care to Join Us? Looking to join a supportive and collaborative team focused on accelerating growth for financial advisors and investors? We invite you to consider a career with GVA. Browse Job Openings Berwyn, PA 920 Cassatt Rd, Suite 202 Berwyn, PA 19312 (610) 296-7630 Wilmington, DE 1200 Pennsylvania Ave, Suite 202 Wilmington, DE 19806 (302) 483-7200 Braintree, MA 30 Braintree Hill Office Park, Suite 202 Braintree, MA 02184 (610) 296-7630 Boca Raton, FL 3837 NW Boca Raton Blvd, Suite 100 Boca Raton, FL 33431 (610) 296-7630