By Stef Dolan on October 4, 2023September 15, 2024 Great Valley Advisor Group welcomed 55+ Advisors and NLAs to Nashville, TN for our Annual Advisor Conference. Advisors traveled from Florida, Oklahoma, Pennsylvania, Massachusetts, Minnesota, North Carolina, Wisconsin, Delaware, and California for an opportunity to connect in person. The presentations were encouraged to be collaborative in nature, and many allowed for Q&A and discussion. The Conference was held at Union Station Nashville Yards, a historic hotel on Broadway originally built as a grand train station in 1900. And because of the more boutique size of the hotel the GVA group occupied most of the space. The intimacy of the space encouraged post-session discussions among Advisors, as well as the Sponsors. Presenters and their topics are outlined below: Rich Steinmeier (LPL Financial), “Partnering with GVA & LPL Financial to Fuel Growth” Michael Arone, CFA (State Street Global Advisors SPDR), “Market Outlook” Brian Boulerice (FS Investments), along with Cindy & Hal Mooney (Your Beer Friend), “Hops, Malts, and Liquid Alts” Marc Kirby (JP Morgan Asset Management), “The J.P. Morgan Guide to Markets Outlook & Economic Outlook” Michelle Sarmiento (Neuberger Berman), “Intergenerational Wealth Planning | ‘The Family Love Letter’” Maria Quinn (Vanguard), “Behavioral Coaching When Your Clients Need it Most” Zach Pavlovsky, CFA (Alaris Acquisitions), “Are You Deal Ready? M&A Trends In The RIA Industry” Frank McVeigh (Coastal Insurance Consulting), “CIC: Updates & Tips” Cynthia Cooper Spigel, CFP®, JD, CRCP (Spigel Strategies & Solutions LLC), “How to Effectively & Efficiently Grow Your Business and Your Team” Ryan Rosenkaimer (Razor Technology), “Collaborative Protection: Strengthen Cyber Security with Razor Technology “Secure Office” Platform” Kristen Gallagher (Pontera), “Pontera: The Bridge to a Better Retirement” Contact information for each of the presenting companies listed above can be found on the GVA Intranet. While visiting the Conference page we encourage you to relive the fun – view and download event photos and watch our promo video! We are so grateful to our sponsors, and our Advisors for the time and efforts shared. Everyone brought their A-game, which made for a successful event. We truly can not wait until the next time we can all be together again! GVA Advisors, to view complete library of event photos, obtain contact information, and review presentation materials and other collateral pieces, please visit the GVA Annual Advisor Conference page on GVA Intranet. Thank you to our sponsors! 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. 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. See Full Bio