Great Valley Advisor Group

We've pulled together all the footage, feedback, and pictures from the incredible 2025 Great Valley Advisor Group Annual Advisor Conference and can't wait for you to see it! The two-day event was jam-packed with speakers, innovation, collaboration, networking, and we even found time to enjoy some fantastic food and see beautiful Charleston, SC.

Highlights Included:
🖥️ A Tech Partner Panel featuring James J. Spinelli, ChFC®, Kaela Frenchman, Evan Coffey, and Nicholas Murphy discussing how each of our tech partners – YCharts, RISR, Holistiplan, Venrollment, Jump - Advisor AI – works best with the GVA Tech Stack.
👨‍💼 Day 1 also featured Brian Gallary (First Trust) on engaging COIs, prospects, and clients and David Braun (PIMCO) with a sharp look at today’s macro and fixed income landscape
🏦 Day 2 kicked off with Amy Foland (Moroz) and John Speer (J.P. Morgan Asset Management) discussing the custom partnership JPMorgan and the GVA Asset Management team have developed.
📈 Eric Hough explored how to best leverage and implement private-market strategies – specifically to attract HNW and business owners.
🔥 Michael Arone (State Street) & Eric Parnell, CFA engaged in a “Fireside Chat” – always a fan favorite!
💱 We were thrilled to have Federated Hermes join us for the first time, thanks to Justin Slomkowski, CIMA® and Chris Davis, CIMA® for sharing more about the support available and programs offered.
🧠 Victory Capital and Kati Livingston, M.A., M.Ed., PCC (KLivingston Collaborative), had us changing gears a bit, providing a peek into how the brain works.

A huge thank you to all our sponsors for their continued partnership and generous support: Federated Hermes, First Trust, Future Standard, JP Morgan Asset Management, PIMCO, State Street Investment Management, and Victory Capital.

Check out the details and watch the video here -

GVA Annual Advisor Conference – Charleston, SC | Great Valley Advisor Group Check Out The Highlights From the GVA Annual Advisor Conference in Charleston!  CEO James Spinelli kicked things off with an inspiring welcome and vision for growth. Kaela Frenchman, Nicholas Murphy, and Evan Coffey joined James on stage to facilitate our Tech Partner Panel. GVA shared how eac...

🔥 It’s official — AAC 2025 is ON! 🔥

We’re heading to Charleston, SC this Nov 9–12 for the return of GVA’s Annual Advisor Conference — four unforgettable days of insight, growth, and connection at the iconic Hotel Emeline.

💡 Keynote Spotlight: We're thrilled to welcome Stephanie Bogan, powerhouse coach and founder of Limitless Advisor Coaching, who’ll deliver next-level insights on building high-performing, lifestyle-driven practices.
📣 Registration is now OPEN for GVA Advisors — head to the Intranet to secure your spot at our biggest event of the year!
🙏 A special thank you to our generous 2025 Sponsors — State Street Investment Management, FS Investments, PIMCO, J.P. Morgan Asset Management, Victory Capital, Federated Hermes and First Trust — for helping make AAC 2025 possible!

🔗 Read the full announcement to see what’s in store: https://greatvalleyadvisors.com/gva-announces-the-return-of-its-annual-advisor-conference-in-2025/