Our Team

Leadership Team

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Frank LaRosa

Chief Executive Officer

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Dale Dempsey

President

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Stacey Frank

Vice President
Managing Director

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JC Young

Chief Operating Officer

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Brian Yerger

Chief Financial Officer

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Tina Beck

Chief Marketing Officer

Management Team

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Brian Selfridge

Vice President of Corporate Services, Branch Manager

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Michael Ryan

Vice President Mergers & Acquisitions

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Ben Hassett

Director of Recruiting, Senior Transition Consultant

Transition Consultants

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Brantly Blew

Senior Transition Consultant

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Bruce Fox

Senior Transition Consultant

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Chuck Dixon

Senior Transition Consultant

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Domenic Diele

Senior Transition Consultant

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Don O’Fee

Regional Market Manager/Senior Transition Consultant

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Erin Thorn

Senior Transition Consultant

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Howard Greenberg

Transition Consultant

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Hugh McDonald

Senior Account Executive,
Practice Dynamics

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Jeremy Dickstein

Senior Transition Consultant

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Julie Mizerany

Senior Transition Consultant

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Ken Walters

Senior Transition Consultant

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Kerry Kennelly-Brown

Senior Transition Consultant

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Kyle Kroberger

National Market Manager/Senior Transition Consultant

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Kaylor Bankler

Assistant Vice President – Corporate Services

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Lance Slater

Senior Transition Consultant

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Len Murtha

Regional Market Manager/Senior Transition Consultant

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Lori Karsch

Associate Transition Consultant

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Lucas Schall

Senior Transition Consultant

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Mike Carroll

Senior Transition Consultant

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Mike Rubel

Senior Transition Consultant

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Peter Quigley

Senior Transition Consultant

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Scott Breault

Regional Market Manager/Senior Transition Consultant

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Thomas Marks

Senior Transition Consultant

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Todd Mills

Senior Transition Consultant

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Tricia Fischer

Senior Transition Consultant

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David Pestrichello

Senior Transition Consultant

Marketing Associates

Support Team

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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

in

Dale Dempsey

President

Dale is a long-standing member of Elite's leadership team and has proved critical to the company's rapid growth trajectory and success. Among his many responsibilities, Dale oversees key industry relationships and has become an expert in financial services trends and insights. Additionally, Dale is a frequent co-host on the firm's podcast, "Advisor Talk with Frank LaRosa", and also serves as part of the leadership team for Elite Consulting Partners sister-company, Practice Dynamics.

dale@eliteconsultingpartners.com

856-316-4653

in

Stacey Frank

Vice President, Managing Director

Stacey has been a valued member of the Elite Consulting Partners team for four years, 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

Chief Operating Officer

JC holds more than 25 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

Brian Yerger

Chief Financial Officer

Brian has nearly three decades of expertise in finance with a particular focus on financial modeling and strategic assessment. Included in his achievements, Brian was previously a published sell-side research analyst. Currently, he is a CFA® charterholder from the prestigious CFA Institute, a designation which represents one of the highest distinctions in the investment management profession. Among Brian's career highlights are numerous financial positions of note in both the public and private sectors.

brianyerger@eliteconsultingpartners.com

856-333-3992

in

Tina Beck

Chief Marketing 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

Brian Selfridge

Vice President of Corporate Services, Branch Manager

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

Michael Ryan

Vice President Mergers & Acquisitions

Elite Consulting Partners has appointed Michael Ryan Vice President Mergers & Acquisitions. Michael will be exclusively devoting all his recruiting and M&A activities to Elite Consulting Partners. Michael’s expertise is vast and impressive. In addition to being President of Edgesx, Michael’s resume boasts over 30 years of experience running Broker-Dealers and RIAs, resulting in over 1,100 advisor transitions and M&A transactions. Michael is also a Realtor with Douglas Elliman Real Estate, one of the country’s leading luxury home real estate firms, and previously held the position of President and CEO of Gilman Ciocia, the country’s leading platform for accountancy, tax preparation, and wealth management.

mikeryan@eliteconsultingpartners.com

954-591-9006

in

Ben Hassett

Director of Recruiting, Senior Transition Consultant

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.

benhassett@eliteconsultingpartners.com

856-412-4550

in

Brantly Blew

Senior Transition 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

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

Chuck Dixon

Senior Transition 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

Domenic Diele

Senior Transition 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 Transition 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

Erin Thorn

Senior Transition Consultant

Erin Thorn is a seasoned recruiting and consulting professional who has earned respect throughout the financial services industry for her client-oriented approach. Prior to joining Elite Consulting Partners, Erin held the position of Executive Recruiter at The Rummage Group, engaging directly with advisors and firms to provide strategic recruiting guidance and insight.

Erinthorn@eliteconsultingpartners.com

571-378-6200

in

Howard Greenberg

Transition 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

in

Hugh McDonald

Senior Account Executive, Practice Dynamics

Hugh is a life-long sales professional with decades of experience selling industry leading technology and business solutions to financial professionals and institutions. His prestigious resume boasts the positions of Vice President Strategic Partnerships at JetPay, National Sales Executive Financial Services Institution Group at FiSERV, and Vice President at First Data Corp. among others.

HughMcDonald@eliteconsultingpartners.com

856-291-6519

in

Jeremy Dickstein

Senior Transition Consultant

Jeremy Dickstein's resume boasts more than three decades of leadership experience within financial services, having held distinguished positions at firms representing every industry sector. Among them are Merrill Lynch, Fidelity Investments, Morgan Stanley, Chantico Advisors LLC, Tigress Financial Partners, Lisiten Associates, Spartan Capital Securities LLC, Syren Capital Advisors, LiftForward, Wealth Advisory Group LLC, Aflac, Littlebanc Advisors, and 1West Finance. Additionally, Jeremy’s decidedly advisor-first approach has received acclaim among his peers, and he has personally championed many initiatives which streamlined process while amplifying strategic direction for advisors within the investment and wealth management space.

jeremydickstein@eliteconsultingpartners.com

646.940.9790

in

Julie Mizerany

Senior Transition 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

Ken Walters

Senior Transition Consultant

Ken is a career financial professional with an impressive resume boasting leadership positions across a diverse spectrum of wealth management and investment enterprises. Among Ken’s many career highlights are the roles of Financial Advisor at Merrill Lynch; Vice President – Investments at UBS and Morgan Stanley; Managing Partner – Atlanta Capital Group; Senior Vice President – Investment Advisor, Director of Recruiting at Register Financial Advisors; Managing Director – Private Wealth Recruiting at San Blas Securities; Chief Investment Officer – Managing Partner at Roadshow Equity Partners; and Chief Investment Relations Officer at Gramarye Media Inc.

Kenwalters@eliteconsultingpartners.com

470-826-3200

in

Kerry Kennelly-Brown

Senior Transition 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

856-206-6755

in

Kyle Kroberger

National Market Manager/Senior Transition 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

Senior Transition 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

Len Murtha

Regional Market Manager/Senior Transition Consultant

Len has achieved a distinguished financial services career with more than two decades spent in leadership positions. Career highlights on Len's impressive resume include Regional Market Director for Lincoln Financial Group, Regional Vice President for Jackson National Asset Management LLC, and Senior Regional Vice President for AXA Distributors. A graduate of Central Connecticut State University with a Bachelor's of Science Degree and a graduate of University of Hartford with a Master's Degree in Business Administration - Finance, Len has dedicated his career to leading teams of financial services professionals to new levels of achievement.

len@eliteconsultingpartners.com

804-665-0845

in

Lori Karsch

Associate Transition 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

Lucas Schall

Senior Transition Consultant

Lucas Schall has proven himself to be goal-oriented emerging talent in the financial services industry. He previously held the position of Managing Partner at Patriot Consulting Group where his primary focus was on assisting advisors in growing their practices through strategic acquisition opportunities. Lucas is also an adept professional in succession opportunity planning and has a distinguished track record maximizing the equity value of practices for retiring advisors by introducing them to highly sophisticated buyers in his network of contacts. A graduate of Temple University’s Fox School of Business, Lucas is a member of our Nation’s Military and is currently serving as 2^nd Lieutenant in the Army National Guard as an Intelligence Officer.

lucasschall@eliteconsultingpartners.com

717-381-6519

in

Mike Carroll

Senior Transition 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 Transition 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

Peter Quigley

Senior Transition 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

Scott Breault

Regional Market Manager/Senior Transition Consultant

Based in the Greater Boston region, Scott brings with him extensive expertise in the fields of financial services, retirement planning, fixed annuity, insurance, and mutual funds. Most recently Scott operated his own consultancy firm, successfully managing business development and strategic direction for his clients. Prior to that, Scott served in several prominent leadership roles within financial services and insurance, among them the positions of Regional Vice President at Global Atlantic Financial Group and Regional Marketing Director at Lincoln Financial Distributors.

scott@eliteconsultingpartners.com

617-379-6440

in

Thomas Marks

Senior Transition Consultant

Thomas has a distinguished financial services career spanning 27 years. He has worked directly with CIM's institutional partners and co-investors group in order to serve strategic investors including family offices, RIAs, endowments, and foundations and pensions, among others. Other distinguished positions throughout Thomas' career include multiple independent channel leadership positions at some of the country's leading financial services firms, among them IFS Securities, MassMutual, and Lincoln Financial.

thomas@eliteconsultingpartners.com

404-905-2224

in

Todd Mills

Senior Transition 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

Chief Marketing Officer

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

David Pestrichello

Transition 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

Our Team

Leadership Team

Frank LaRosa

Chief Executive Officer

Dale Dempsey

President

Stacey Frank

Vice PresidentManaging Director

JC Young

Chief Operating Officer

Brian Yerger

Chief Financial Officer

Tina Beck

Chief Marketing Officer

Management Team

Brian Selfridge

Vice President of Corporate Services, Branch Manager

Michael Ryan

Vice President Mergers & Acquisitions

Ben Hassett

Director of Recruiting, Senior Transition Consultant

Transition Consultants

Brantly Blew

Senior Transition Consultant

Bruce Fox

Senior Transition Consultant

Chuck Dixon

Senior Transition Consultant

Domenic Diele

Senior Transition Consultant

Don O’Fee

Regional Market Manager/Senior Transition Consultant

Erin Thorn

Senior Transition Consultant

Howard Greenberg

Transition Consultant

Hugh McDonald

Senior Account Executive,Practice Dynamics

Jeremy Dickstein

Senior Transition Consultant

Julie Mizerany

Senior Transition Consultant

Ken Walters​

Senior Transition Consultant

Kerry Kennelly-Brown

Senior Transition Consultant

Kyle Kroberger

National Market Manager/Senior Transition Consultant

Kaylor Bankler

Assistant Vice President – Corporate Services

Lance Slater

Senior Transition Consultant

Len Murtha

Regional Market Manager/Senior Transition Consultant

Lori Karsch

Associate Transition Consultant

Lucas Schall

Senior Transition Consultant

Mike Carroll

Senior Transition Consultant

Mike Rubel

Senior Transition Consultant

Peter Quigley

Senior Transition Consultant

Scott Breault

Regional Market Manager/Senior Transition Consultant

Thomas Marks

Senior Transition Consultant

Todd Mills

Senior Transition Consultant

Tricia Fischer

Senior Transition Consultant

David Pestrichello

Senior Transition Consultant

Marketing Associates

Support Team

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Frank LaRosa

Chief Executive Officer

Vice President
Managing Director

Senior Account Executive,
Practice Dynamics

Ken Walters