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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Mari Estenes

Executive Assistant

With 15 years of experience providing high-level administrative support, Mari is a dedicated and resourceful assistant committed to optimizing efficiency and ensuring smooth operations. Known for her professionalism, exceptional organization, and proactive mindset, Mari excels at streamlining workflows and enhancing productivity for the CEO, management team, and firm.

Beyond the office, Mari enjoys staying active – whether it’s through yoga, working out, or long walks with her pups. She believes balance, movement and a positive mindset are just as essential in life as they are in work.

MariEstenes@EliteConsultingPartners.com

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.

st****@*********************rs.com

856-316-7736

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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.

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

Ben Hassett

Chief Operating Officer

Ben has amassed an impressive resume, boasting roles within both the independent and wirehouse space. His previous leadership positions include Internal Regional Director Business Development at LPL Financial and Relationship Manager at Axos Bank. Ben also holds in-the-trenches expertise as a Financial Advisor, with advisor positions during his career at TD Ameritrade, Platinum Wealth Partners Inc., and Morgan Stanley, respectively.

be********@*********************rs.com

856-412-4550

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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

Sue Cheema

Chief Information Officer

Sue is an information technology and Salesforce expert, with specialization in creating scalable strategies for CRM solutions implementation that amplifies enterprise productivity. Her responsibilities include maintenance and management of Salesforce data and processes, as well as Salesforce automation initiatives to enhance and accelerate the sales growth and overall efficiency of the Elite team.

suecheema@eliteconsultingpartners.com

516-724-6372

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Nancy Ciliberti

Director of Marketing

As Director of Marketing for Elite Marketing Concepts, Nancy Ciliberti brings deep expertise in wealth management marketing, helping advisors grow, retain, and engage high net worth clients. With a strategic mindset and an insider’s understanding of the financial services landscape, she leads the development and execution of customized marketing programs that elevates advisor brands and drives growth.

Prior to joining Elite Marketing Concepts, Nancy held marketing leadership roles at prominent financial institutions including Janney Montgomery Scott, Lincoln Financial, and TD Bank. At TD Bank, she spearheaded client-facing initiatives that modernized the bank’s wealth management marketing approach delivering programs that increased visibility and improved client acquisition and retention across advisory teams.

NancyCiliberti@eliteconsultingpartners.com

(856) 807-5660 Ext 321

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 Operations Administrator

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

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Wade Shields

Director of Brand Strategy

Wade brings over a decade of experience in brand storytelling through video production, graphic design, and copywriting. He played a team leadership role in building a boutique creative agency in NYC from the ground up, where he developed and produced content for some of the world’s largest brands including Google, Ernst & Young, American Cancer Society, and FuelCell Energy. Wade has directed two feature-length films appearing in film festivals around the country, including an indie comedy and a brand documentary for a SF-based jazz radio station. He loves coffee, cats, and houseplants.

WadeShields@eliteconsultingpartners.com

Tom Richardson

Business Development Manager

Tom Richardson serves as Business Development Manager at Elite Consulting Partners, bringing over 20 years of sales leadership experience to the team. Prior to joining Elite, he managed a high-performing internet sales department, where he led a team of 15 and consistently exceeded growth targets. Tom is passionate about training and development, with a proven track record of turning new team members into top-performing professionals through mentorship and hands-on coaching. In his role at Elite, Tom will apply that same energy to supporting advisor transitions and cultivating long-term relationships. Tom is a lifelong South Jersey native driven by discipline and a belief in getting at least 1% better every day. Outside of work, he enjoys running half marathons, hiking, playing bass guitar, and spending time with his son, Ryder.

thomasrichardson@eliteconsultingpartners.com

(856) 412-8853

Bruce Fox

Private Client 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.

br***@*********************rs.com

215-600-1759

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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.

tr***********@*********************rs.com

703-348-6168

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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.

br***@*********************rs.com

856-258-0447

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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

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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.

ch***@*********************rs.com

832-371-6801

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Dakota Stevens

Senior Business Consultants

Dakota Stevens holds a Master of Science in Finance from EDHEC Business School in France. Before joining Elite, he gained valuable experience as both an internal and external recruiter at LPL Financial, where he served as AVP, Associate Regional Director. Dakota has also worked in private banking as an Associate Private Banker in Luxembourg and has a background in Property & Casualty Insurance. Outside of work, he is passionate about linguistics, chess, surfing, snowboarding, and traveling. Colleagues and friends alike recognize Dakota for his infectious positivity and joyful demeanor, often describing him as one of the happiest guys on the planet.

David Pestrichello

Senior Business Consultant

David Pestrichello has built a distinguished career in the financial services industry, beginning as a financial advisor with an independent broker-dealer in Red Bank, NJ. Over more than a decade, he cultivated lasting relationships with clients and industry peers while also leading recruiting and training initiatives for his branch.

Driven by a passion for fostering meaningful connections, David transitioned into consulting and business development, where he focuses his energy on helping independent minded financial advisors, Broker Dealer owners, and other distinguished financial professionals. He loves helping his clients build sustainable brands while ensuring they love what they do.

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

John Neyer

Senior Business Consultant

John Neyer, BFA, LUTCF is a Senior Business Consultant at Elite Consulting Partners, bringing over 30 years of financial services experience in leadership development, business strategy, and practice management. His expertise lies in empowering financial advisors and firms to achieve their growth objectives through tailored, strategic solutions.

Prior to joining Elite Consulting Partners, John served as Executive Business Coach and Leadership Consultant at Decision Reflex Consulting, where he worked closely with senior financial advisors and C-suite executives to enhance performance and drive business success. His leadership experience also includes roles at Think2Perform, Neyer Consulting, Ameriprise Financial, and Waddell & Reed Financial, where he played a key role in business development and advisor coaching.

At Elite Consulting Partners, John specializes in providing independent transition solutions, helping advisors navigate the complexities of firm transitions, practice management, and business growth. His approach aligns with Elite’s commitment to delivering objective, customized guidance, ensuring advisors have the tools and insights to make informed decisions for their future.

John is known for his strategic mindset, problem-solving skills, and passion for leadership development. His ability to mentor advisors and guide organizations through transformational growth makes him a valuable resource for financial professionals looking to build high-performing, successful practices.

John’s dedication to advisor-first consulting and his commitment to helping advisors maximize opportunities, enhance operational efficiency, and achieve long-term success make him an essential member of the Elite Consulting Partners team.

johnneyer@eliteconsultingpartners.com

(856) 269-7711 EXT. 305

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

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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.

ke***@*********************rs.com

856-203-6755

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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.

ky***********@*********************rs.com

856-955-1950

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,” and 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, her college-student daughter Rio, who is studying Bio-Physics, and their two pets: Gibbs, a 104-pound yellow lab, and Cleopatra, their cat—all from an island in Maine.

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.

pe**********@*********************rs.com

856-955-1949

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Jason Andrus

BUsiness Consultant

After many years of honorable service in the U.S. Coast Guard, Jason brings more than two decades of consummate sales, coaching, and consulting professionalism. Among his career highlights are the roles of Senior Business Development Manager at Redstone Payment Solutions, National Recruiter and Managing Director, respectively, at Hughes & Associates Placement Partners, Inc. His attention to detail allows Jason to guide advisors to the best firm that supports the advisor’s business and personal needs.

JasonAndrus@eliteconsultingpartners.com

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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