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Have a question? Leading industry specialists can provide you with an answer. The decision to break away from your current firm is undoubtedly one of the biggest decisions in your career. This team is available to help. All you have to do is confidentially submit a question directly to one of the specialists who will provide you with an answer.

Patrick J. Burns

Patrick J. Burns
Managing Attorney,
Law Offices of Patrick J. Burns, Jr., P.C.
Expertise: Compliance, Transition, Start-Up
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The Law Offices of Patrick J. Burns, Jr., PC provides legal counsel to members of the securities industry.

Jennifer Connelly

Jennifer Connelly
Chief Executive Officer,
JCPR
Expertise: Marketing
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JCPR represents a range of financial services clients across the country, including mutual fund and ETF providers, asset management firms, financial technology companies, professional service providers, and financial advisors and planners.

Mary Jane Delaney

Mary Jane Delaney
Principal,
The Sutro Group LLC
Expertise: Compliance
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A consulting firm that offers compliance, regulatory solutions, and human resources consulting services.

Mindy Diamond

Mindy Diamond
President & CEO,
Diamond Consultants
Expertise: Transition
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An advocate and partner when you decide to make a career move.

Samuel Y. Edgerton, III

Samuel Y. Edgerton, III
Partner,
Edgerton & Weaver, LLP
Expertise: Compliance, Transition, Start-Up
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A full service law firm that provides comprehensive legal services for financial institutions and professionals.

Beverly Flaxington

Beverly Flaxington
Co-Founder and Principal,
The Collaborative
Expertise: Marketing
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A business-building consulting firm that provides branding and marketing, sales strategy and tactics, and human resources management services.

Thomas D. Giachetti

Thomas D. Giachetti
Chairman,
Stark & Stark
Expertise: Compliance, Transition
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A full service law firm that provides a wide range of compliance, strategic counseling, and advisory solutions.

Brian Hamburger

Brian Hamburger
Managing Director,
MarketCounsel
Expertise: Compliance, Transition, Start-Up
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Business and regulatory compliance consulting firm for entrepreneurial investment advisors.

Julie Littlechild

Julie Littlechild
President,
Advisor Impact
Expertise: Marketing
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A business-building consulting firm that helps advisors use client feedback to improve client profitability and build deeper relationships.

Jeff Range

Jeff Range
Director, Advisory Consulting Group,
ActiFi, Inc.
Expertise: Transition, Marketing, and Start-Up
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ActiFi helps advisors build better businesses.

Chad Weaver

Chad Weaver
Partner,
Edgerton & Weaver, LLP
Expertise: Compliance, Transition, Start-Up
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A full service law firm that provides comprehensive legal services for financial institutions and professionals.

John Furey

John Furey
Principal and Founder,
Advisor Growth Strategies
Expertise: Transition, Start Up, and Marketing
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A firm that delivers customized solutions for wealth management firms seeking to aggressively grow their businesses and financial advisors considering becoming independent.

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