Louis Bartuzik

Louis Bartuzik Business Consultant Louis Bartuzik brings a unique blend of operational management expertise from his tech background, which transitioned seamlessly into a dynamic financial career. Starting as a recruiting specialist at Cetera Financial Group, Louis...

Joseph Greco

Joseph Greco Managing Director, Elite Advisor Successions Joseph earned his BS in Finance from Coastal Carolina University in 2012. Joseph started his career with Kuttin Wealth Management, the #1 practice at Ameriprise financial, where he held various positions within...

Vince Leto

Vince Leto Director of RIA Consulting Vince’s financial services expertise is massive, having achieved leadership roles of distinction at some of the industry’s top ranked firms. Positions of note on Vince’s resume include Business Development Consultant at Raymond...

Edward Klug

Edward Klug Business Consultant For more than three decades, Edward has served in positions of influence throughout the fields of investment management and real estate. These include the role of Financial Services Manager at Stifel, Baird, Edward Jones, and AG...

Trina Johnson

Trina Johnson Business Consultant Trina is the consummate professional with a distinguished resume boasting more than 15 years’ experience in full cycle recruiting. Most recently, Trina held the position of Senior Executive Recruiter at Hughes & Associates –...