Frank LaRosa

Chief Executive Officer

Frank LaRosa, CEO of Elite Consulting Partners, is a sought-after industry leader providing transition and recruitment services as well as guidance and advice for financial advisors, wealth management professionals, and entrepreneurs. His expert opinion is frequently quoted in publications including Barron’s, Investment News, OnWallStreet, AdvisorHub, and Forbes Business Council. Frank is also the host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa”.

frank@eliteconsultingpartners.com

856-316-4651

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Stacey Frank

Executive Vice President

Stacey has been a valued member of the Elite Consulting Partners team since 2018, during which time she has utilized her more than two decades of recruiting expertise to influence the growth trajectory of Elite Consulting Partners. Among the many Elite Consulting Partners initiatives which have benefited from Stacey’s valued insight is the Elite Next Level Process. This first of its kind construct for the financial services industry, utilized by Elite’s seasoned team of consultants, guides advisor and firm clients alike towards the opportunities which elevate practice growth and transition advisor goals into reality.

stacey@eliteconsultingpartners.com

856-316-7736

in

JC Young

Executive Vice President

JC holds more than 30 years of senior leadership expertise in business development. In particular, JC’s capability to serve financial advisors by aligning their practice vision with the ideal recruiting opportunity is in unique alignment with the Elite Consulting Partners mission to transition advisor goals into reality. Additionally, JC’s capacity for relationship building and business development is optimally suited to furthering the already rapid growth trajectory of Elite Consulting Partners.

jcyoung@eliteconsultingpartners.com

479-770-8130

in

Tina Beck

Chief Brand & Communications Officer

Tina brings with her more than 25 years experience in senior level marketing positions with specialization in the fields of public relations, media relations, social marketing, copywriting, multimedia campaign development, event management, and specialty promotions. Prior to joining Elite Consulting Partners, Tina worked for more than a decade as a freelance marketing consultant, providing service to distinguished firms within the financial services, construction, real estate, hospitality, and travel industries – among them Elite Consulting Partners.

tina@eliteconsultingpartners.com

570-620-5897

in

Jim Primiani

Chief Technology Officer

James’ career is notable in his dedication to cutting-edge thought leadership in the fields of technology, systems management, cyber security, telecommunications, hardware and software support, and computer systems maintenance. A diligent and detail oriented professional, James spent the last 26 years of his career at Miele serving in the roles of Technical Services Specialist, Technical Services Supervisor, IT Helpdesk Technician, and IT Helpline Manager, respectively.

856-292–9777

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John Schreppler

Chief Financial Officer

John is an accomplished financial professional with a proven track record in growing and scaling companies through strategic financial management. Previously, he served as a financial controller for a leading international importer and supplier of custom-made promotional products in Philadelphia, where he honed his expertise in financial oversight and operational optimization. With a passion for driving financial performance, John is dedicated to fostering sustainable growth and innovation within the organization.

johnschreppler@eliteconsultingpartners.com

+1.856.316.7730 | Office

Brian Selfridge

Senior Vice President, Corporate Services

Brian holds significant expertise working with key decision-makers in financial services, from C-suite executives at the largest international conglomerates into the mid-market through main street business owners. Under Brian’s oversight, the Corporate Services division offers retained recruiting services and differentiated pay-per-call lead generation service perpetually sourcing financial advisors in transition. Additionally, larger inorganic growth opportunities are regularly sourced like BD and RIA tuck-ins or successions.

brian@eliteconsultingpartners.com

856-258-0447

in

Jim Flewelling

Senior Business Consultant

With over two decades of expertise in financial services, James Flewelling brings a seasoned perspective and strategic insight to his role as a Senior Business Consultant at Elite Consulting Partners. His career spans a variety of influential positions focused on advisor recruiting and transition consulting, making him a valuable asset to advisors navigating the complexities of growth and change.

Throughout his career, James has held distinguished roles, including his most recent position as Regional Director at Cetera Financial Group, where he led strategic initiatives for the South Region to support advisor growth. His background also includes leadership positions as Senior Managing Director at MassMutual Texas Gulf Coast, Principal at Placement Partners Inc., Chief Development Officer at Northwestern Mutual, and Regional Vice President at Ameriprise Financial.

At Elite Consulting Partners, James applies his deep industry knowledge and client-focused approach to deliver customized, independent transition solutions tailored to each advisor’s goals and vision. Based in Colorado, he embraces the region’s active lifestyle, spending his free time mountain biking and skiing. James’s well-regarded insights and extensive experience further the Elite Consulting Partners mission of supporting advisors with expert guidance and a truly agnostic approach to their professional success.

jamesflewelling@eliteconsultingpartners.com

Brian Lutz

Chief Marketing Officer

Brian Lutz brings an extensive background in digital marketing, AI, and sales leadership to Elite Consulting Partners. With a proven track record in advanced SEO and SEM strategies, Brian’s entrepreneurial vision and deep industry expertise are set to drive the development of Elite’s next-generation marketing initiatives. His role spans Elite Consulting Partners, Elite Marketing Concepts, and Elite Advisor Successions, where he will bring digital strategy to the forefront, expanding the reach of Elite’s services to financial advisors and industry professionals nationwide.

Brian and his wife, Natalie Quinn, were married on December 31, 2023. Outside of work, Brian is an avid golfer, dedicated runner, and a long-time philanthropic supporter of St. Jude’s Children’s Hospital.

brianlutz@eliteconsultingpartners.com

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 James RIA Custody Services; Vice President Business Development at Axos Advisor Services; Vice President – Institutional Sales and RIA Consultant at TD Ameritrade; Annuity Wholesaler at New York Life; Mutual Fund Wholesaler at AllianceBernstein; and Financial Advisor at Morgan Stanley.

vinceleto@eliteconsultingpartners.com

856-333-3992

in

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 the practice, eventually working his way up to collaborate directly with the CEO and senior management team to drive organic and inorganic growth. In his tenure with Kuttin Wealth Management, he sourced over 400M in organic opportunities and over 60M of AUM from CPA partners across the nation. Today, Joseph acts as the managing director of Eilte Advisor Successions, helping advisors grow inorganically through mergers and acquisitions and also helps consult with advisors looking for a clear path for their succession and a way to monetize their life’s work.

joseph@eliteconsultingpartners.com

516-265-1410

Carla Wade

Business Development Manager

A proud Texas State University alumnus, Carla has established herself as an administrative powerhouse, optimizing systems, processes, and workflows with particular expertise in the financial services field. Most recently, Carla served for more than six years as Executive Assistant at Hughes & Associates – Placement Partners Inc.

carlawade@eliteconsultingpartners.com

979–255-2414

in

Jason Horan

Senior Salesforce Administrator

Jason Horan joins Elite Consulting Partners with a wealth of expertise in database management and solutions, along with Certified Salesforce Administrator skills that will be instrumental in enhancing the firm’s internal processes and supporting its high-level performance. Known for his approachable demeanor and dedication, Jason’s skills in workflow administration, dashboards, and database optimization will directly benefit Elite’s team and database management clients, driving efficiency and streamlined operations across the board.

Jason is a lifelong volunteer with the Special Olympics, inspired by his sister, who has Down Syndrome. He is also a dedicated family man, married with four daughters.

jasonhoran@eliteconsultingpartners.com

Bruce Fox

Senior Transition Consultant

As a seasoned recruiting professional and long-standing Senior Transition Consultant within the Elite Consulting Partners team, Bruce is motivated by achieving optimal transition opportunities for his advisor and firm clients. His ongoing goal is to serve as the bridge connecting advisors and firms to unbiased and actionable opportunities while providing competitive intelligence that ensures a successful transition.

bruce@eliteconsultingpartners.com

215-600-1759

in

Brantly Blew

Senior Business Consultant

Brantly has proven himself a rising star in financial services, amassing experience as both a financial advisor and insurance professional during his early career. Among points of distinction, his resume includes roles as Insurance Agent at Present Financial Partners, Financial Services Representative at Northwest Mutual, and Business Development Associate and Internal Regional Director at LPL Financial. A graduate of California State University – Dominguez Hills, Brantly has made it his career mission to provide advisors with the strategic insight necessary to help achieve their goals and realize personal and practice success.

brantlyblew@eliteconsultingpartners.com

619.251.2822

in

Chuck Dixon

Senior Business Consultant

Chuck is a long-standing Elite Consulting Partners team member with a dedicated focus to carrying out the company mission to provide unparalleled service, unbiased advice, and expert guidance to advisor and firm clients alike. Additionally, Chuck works diligently to ensure his clients’ objectives and goals are realized during their due-diligence and transition process.

chuck@eliteconsultingpartners.com

832-371-6801

in

David Pestrichello

Business Consultant

David works with clients in areas concerning transitioning to a new broker dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head-count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.

david@eliteconsultingpartners.com

856-316-7730

in

Domenic Diele

Senior Business Consultant

Domenic has established himself as a leading professional within the financial services industry – a reputation earned through his diligent commitment to a consultative sales approach which establishes relationships and develops business opportunities. Among his many resume highlights are the positions of Vice President Business Consultant at John Hancock Investments, Regional Vice President at RidgeWorth Investments, Regional Sales Director at GW&K Investment Management, and Mortgage Loan Officer at United Mortgage Corp.

domenicdiele@eliteconsultingpartners.com

856.807.5312

in

Don O’Fee

Regional Market Manager/Senior Business Consultant

Don brings with him a prestigious resume boasting more than four decades of experience in financial services leadership positions. Most recently, Don served for over 16 years as Senior Marketing and Regional Marketing Director, respectively, at Lincoln Financial Group. Other firms of note for which Don has shared his talent include Aim Management/Invesco, Pioneer Mutual Funds, Putnam Investments, and EF Hutton & Co. The immense level of expertise which Don brings to his position of Senior Transition Consultant will inform his interactions with advisors seeking to find their next firm partner with a particularly insightful and nuanced level of industry insight.

don@eliteconsultingpartners.com

561-208-8019

in

Howard Greenberg

Business Consultant

As a Transition Consultant for Elite Consulting Partners, Howard assists advisors who are looking to move to a new broker- dealer or RIA by narrowing down their pursuit for the best options through a consultative approach. His goal is to support the advisor through all elements of the firm identification and transition process allowing them the ability to focus on their day-to-day advisory responsibilities

howard@eliteconsultingpartners.com

856-203-6577

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Jason Andrus

BUsiness Consultant

Jason is the consummate sales, coaching, and consulting professional with more than two decades of professional experience. Among his career highlights are the roles of Senior Business Development Manager at Redstone Payment Solutions and National Recruiter and Managing Director, respectively, at Hughes & Associates Placement Partners, Inc. Additionally, Jason served honorably for more than seven years in the U.S. Coast Guard.

JasonAndrus@eliteconsultingpartners.com

in

Jay Lenaghan

Senior Business Consultant

Jay Lenaghan joins Elite Consulting Partners as a Senior Transition Consultant, bringing nearly a decade of experience in the financial services industry. Most recently, Jay served as Vice President of Business Development at Cantella & Co., Inc., where he excelled in handling recruiting efforts. His extensive knowledge of the industry and commitment to excellence make him a perfect fit for Elite Consulting Partners.

Jay’s career is marked by his dedication to supporting advisors through their career transitions with innovative strategies and personalized solutions. He is passionate about helping advisors navigate their career changes and achieve their professional goals. Jay’s values align closely with Elite Consulting Partners’ dedication to excellence and a client-centric approach.

jaylenaghan@eliteconsultingpartners.com

John Storz

Business Consultant

John Storz launched his career as a door-to-door salesman specializing in windows, siding, and roofing, eventually rising to the role of Director of Lead Generation at Allied Efficiency Experts. After exploring mortgage lending briefly, he discovered his niche at Elite.

Off duty, John showcases his musical talents as a guitarist and vocalist for a band, while indulging his intellectual interests in philosophy and comedy. His journey epitomizes a blend of entrepreneurial drive, artistic expression, and a thirst for knowledge.

johnstorz@eliteconsultingpartners.com

(858) 750-1030 Ext. 224

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Julian Chenault

Business Consultant

Julian is a powerhouse in the financial services recruiting and consulting profession, notable for her reputation as a fearless client advocate and champion for advisor success. Her career boasts more than 30 years of sales and client-facing service experience. Most recently, Julian held the role of Senior Consultant at the Gershman Group. Her approach to transition consulting merges both intellect and process, providing clients with the curated, personal assistance that secures multiple offers.

JulesChenault@eliteconsultingpartners.com

415-420-3917

in

Julie Mizerany

Private Client Consultant

Julie’s expertise in financial services, obtained through her more than decade of experience as a financial advisor, provides her with a unique perspective that informs her role as Transition Consultant at Elite Consulting Partners. Of particular focus for Julie is guiding financial advisors looking to transition their business to a new phase, whether it be a new broker dealer, clearing firm, or a successor that they trust. By applying active listening skills gained while obtaining her Master’s Degree in Counseling, Julie learns about her client’s business model, needs, and future goals so that she can provide adequate recommendations and collaborates with the advisor throughout the process to ensure a seamless transition.

julie@eliteconsultingpartners.com

205-718-8426

in

Kerry Kennelly-Brown

Senior Business Consultant

Kerry brings with her a wealth of financial services industry recruiting expertise, serving as President and Owner of KB Consulting for more than a decade with a specific concentration in supporting transitions for advisors and firms within the Independent, RIA, and Hybrid spaces. As a seasoned recruiting professional, Kerry has forged strong relationships within the financial services industry which have allowed her to provide a customized and purposeful approach to every financial advisor transition she handles.

kerry@eliteconsultingpartners.com

856-203-6755

in

Kyle Kroberger

National Market Manager/Senior Business Consultant

In addition to his commendable service as a United States Navy S.E.A.L., Kyle has established a well-regarded career as an award-winning investment management professional and tenacious business developer with a passion for building influential and lasting relationships with financial advisors. Kyle has amassed a distinguished resume, with notable positions of leadership within the financial services industry.

kylekroberger@eliteconsultingpartners.com

856-955-1950

in

Kaylor Bankler

Assistant Vice President – Corporate Services

Kaylor is a serial entrepreneur, who has established himself within the financial services industry as a thought leader in mergers and acquisitions, succession planning, and business strategy. Kaylor’s business acumen and adept leadership skills were forged in his roles as Owner and Managing Partner of Bankler Consulting Group and Principal Owner of Bankler Real Estate Group, LLC. A graduate of Villanova University’s School of Business, Kaylor is a committed life-long learner and takes pride in staying on the cusp of cutting-edge resources and information impacting the financial services industry.

kaylorbankler@eliteconsultingpartners.com

610-229-0580

in

Lance Slater

Private Client Consultant

As a long-standing member of the Elite Consulting Partners Senior Transition Consultant team, Lance successfully guides advisors toward the best firm in order to support their business and personal needs. His main goal is to assist the advisor through all aspects of the transition process in order for them to continue focusing on their own clients while successfully moving to a new firm partner.

lance@eliteconsultingpartners.com

856-316-4654

in

Lori Karsch

Associate Business Consultant

Lori takes pride in her role connecting advisors with firms that will best support their practice. To that end, Lori assists advisors in narrowing down their search for the most suitable opportunities through a consultative approach and strives to allow her clients enough freedom to concentrate on their practice

lori@eliteconsultingpartners.com

856-203-6599

in

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 quickly advanced to the role of Business Development Manager at Prudential Advisors. In this capacity, he collaborated closely with regional teams of advisors across Wisconsin and Iowa, offering a consultative approach to guide them through pivotal milestones in their practices.

Louis’s career trajectory exemplifies his commitment to strategic growth and client-centered solutions. With a proven track record in both tech operations and financial services, Louis brings a wealth of experience and a deep understanding of the industry to empower advisors in achieving their professional goals.

louisbartuzik@eliteconsultingpartners.com

(856) 412-4283 Ext. 282

in

Mike Carroll

Private Client Consultant

Michael has achieved an impressive financial services industry career, punctuated by leadership positions with an emphasis on business development and advisor engagement. Michael’s career highlights include Manager, Franchise Recruiting and Engagement at Ameriprise Financial; Regional Business Development Manager at Korn Ferry Hay Group; Director of Business Development at Great Valley Advisor Group; and Senior Sales Representative and Relationship Management Account Coordinator at Lincoln Financial Distributors.

michaelcarroll@eliteconsultingpartners.com

856-955-1511

in

Mike Rubel

Senior Business Consultant

A veteran financial and business services professional with more than four decades of expertise, Mike brings with him a wealth of knowledge and industry gravitas which will afford the advisor and firm clients he works with an extraordinary level of insight. Mike’s career trajectory is punctuated by leadership and advisory positions at recognized top firms in the financial services field.

mikerubel@eliteconsultingpartners.com

856-282-5185

in

Nate Mosakowski

Senior Business Consultant

Nate’s financial services and recruiting expertise is vast and his distinguished resume boasts leadership positions at some of the most notable firms in the industry. Among those positions are the role of Cost Basis Group Manager at UBS, Desk Director at Jackson National Life, Financial Sales Consultant at Allstate, and Regional Recruiting Director at Ameriprise Financial Services.

nate@eliteconsultingpartners.com

615-814-8121

in

Nita Villarreal

Senior Business Consultant

Nita Villarreal brings extensive experience and a consultative approach to her role as Senior Business Consultant at Elite Consulting Partners. With over seven years at Raymond James, she successfully recruited across all five silos—RJA, RJAS, RJFS, Custody and Clearing, and FID—developing a deep market understanding and a commitment to finding the best fit for high-net-worth and ultra-high-net-worth advisors and teams. Nita’s passion lies in helping advisors discover their “perfect scenario,” guiding them through an elegant and thoughtful decision-making process. At Elite Consulting Partners, Nita continues her mission to provide unparalleled support and opportunities, leveraging her vast experience to benefit both advisors and the firm. Outside of work, Nita enjoys life with her partner, Scott, their college-student daughter Rio, who is studying Physics, and their two pets: Gibbs, a 104-pound yellow lab, and Cleopatra, their cat.

nitavillarreal@eliteconsultingpartners.com

Peter Quigley

Senior Business Consultant

Peter brings with him almost 25 years of expertise as a financial advisor, serving in corporate leadership positions, with a career focus on advising high net worth individuals, families, and corporations with a focus on strategic financial planning. Peter joining the Elite Consulting Partners team is particularly notable as Peter himself tapped Elite Consulting Partners to handle his own transition as part of the Reilly Quigley Wealth Management Group.

peterquigley@eliteconsultingpartners.com

856-955-1949

in

Todd Mills

Senior Business Consultant

Todd’s career in financial services spans nearly two decades and includes leadership positions at prominent companies within the wholesale space, among them Rock Harbor LLC, SunAmerica Retirement Markets, Sun Life Financial, and Lincoln Financial Distributors. Todd’s significant industry expertise and ability to understand both the areas of challenge and opportunity for advisors uniquely positions him to achieve the core mission of Elite Consulting Partners – to provide end to end support and consultation to financial advisors considering the benefits of making a transition.

todd@eliteconsultingpartners.com

856-770-2385

in

Tricia Fischer

Private Client Consultant

Tricia brings with her decades of expertise through a professional career dedicated to utilizing training, business development, and recruiting as the primary tools to help her clients solve their problems and achieve their goals. A graduate of the University of Delaware, Tricia has maintained the spirit of a perpetual student through her focus on higher-level thinking as a means to advance her own career and serve her clients.

triciafischer@eliteconsultingpartners.com

703-348-6168

in

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 – Placement Partners, Inc., where she not only interfaced directly with financial advisors regarding recruiting opportunities but assumed an active role in recruiter training and best practices. Trina is also part of an extended military family and counts her father, brother, husband, and son as proud members of the United States Army.

TrinaJohnson@eliteconsultingpartners.com

832-729-1125

in

Our Team

Leadership Team

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Frank LaRosa

Chief Executive Officer

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Stacey Frank
Executive Vice President

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JC Young

Executive Vice President

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Tina Beck

Chief Brand & Communications Officer

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Jim Primiani

Chief Technology Officer

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John Schreppler

Chief Financial Officer

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Brian Selfridge

Senior Vice President, Corporate Services

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Ben Hassett

Chief Operating Officer

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Brian Lutz

Chief Marketing Officer

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Vince Leto

Director of RIA Consulting

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Joseph Greco

Managing Director, Elite Advisor Successions

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Carla Wade

Business Development Manager

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Jason Horan

Senior Salesforce Administrator

Senior Business Consultants

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Bruce Fox

Private Client Consultant

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Brantly Blew

Senior Business Consultant

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Chuck Dixon

Senior Transition Consultant

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David Pestrichello

Senior Business Consultant

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Domenic Diele

Senior Business Consultant

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Don O’Fee

Regional Market Manager/Senior Business Consultant

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Howard Greenberg

Business Consultant

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Jason Andrus

Business Consultant

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Jay Lenaghan

Senior Business Consultant

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Jim Flewelling

Senior Business Consultant

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John Storz

Business Consultant

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Julian Chenault

Business Consultant

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Julie Mizerany

Private Client Consultant

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