Advisor Edge: The GVA Way – Episode 16

In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie McNamara, Founder of Paragon Wealth Management, for a conversation about the journey to independence and building a thriving RIA.

Here are four key takeaways from their discussion:

• ✅ The Leap to Independence: Charlie shares what drove him to take the leap — a desire for more control, flexibility, and the ability to build something that aligned with his long-term vision.
• 📊 Infrastructure That Empowers: From marketing and tech to operational and compliance support, having the right systems in place was essential to making independence achievable and sustainable.
• 📈 Support that Matters: From marketing and tech to operational and compliance infrastructure, having access to the right support systems was critical to making independence possible — and sustainable.
• 🤝 The Power of Community: Surrounding yourself with a network of like-minded advisors creates space for collaboration, learning, and shared success.

Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we’ll provide the insights and resources you need to thrive in your new venture.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Stef Dolan Director, Marketing

Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began 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, producing content and videos for world-class brands and surgeons worldwide.

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