About the Exchange

Built by Advisors. For Advisors.

Elite Advisor Exchange was created to bring structure, confidentiality, and instructional quality to an industry that deserved better. Elite Advisor Exchange is a division of Elite Consulting Partners, the premier independent advisory transition consultancy founded by Frank LaRosa in 2011.

Our Team

The People Behind Every Transaction

Every transaction on the Exchange is guided by real people with deep industry expertise — not algorithms, not automated matching. Human judgment, at every step.

Frank LaRosa – Chief Executive Officer

Frank LaRosa, the visionary CEO of Elite Consulting Partners, stands at the forefront of the financial services industry, recognized for his expertise in delivering unparalleled consulting and transition services. With a deep understanding of the needs of financial advisors, Frank is an industry leader that has guided countless individuals along their journey towards success. Under his leadership, Elite Advisor Successions is revolutionizing the landscape of financial services, setting a new standard for success and growth in the industry.

Joseph Greco – Managing Director

Joseph Greco’s succession planning knowledge extends to consulting with advisors that are seeking a clear path for succession planning. Joseph plays a pivotal role in guiding advisors through growth via mergers and acquisitions. Under Joseph’s leadership, Elite Advisor Successions is equipped to deliver outstanding results, connecting a growing number of sellers with prospective buyers. 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 helps consult with advisors looking for a clear path for their succession and a way to monetize their life’s work.

Stacey Frank – Chief Revenue Officer

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.

Michael Buscio – Client Success Manager

Michael Buscio serves as Client Success Manager at Elite Advisor Successions, where he works closely with financial advisors to evaluate growth, transition, succession, and long-term business planning opportunities. He helps guide advisors through the succession and acquisition process, coordinates client engagement, facilitates communication between buyers and sellers, and ensures a seamless experience throughout each stage of a transaction. With more than 20 years of experience in relationship building, Michael is dedicated to building trusted partnerships and helping advisors create meaningful growth for their businesses, clients, and families.

Megan Flaherty – Business Development Associates

Megan Flaherty serves as a Business Development Associate at Elite Advisor Successions, where she partners with financial advisors exploring growth, acquisition, succession, and transition opportunities. In her role, Megan helps identify and qualify prospective buyers and sellers, fosters meaningful industry relationships, and supports advisors through the initial stages of the succession planning process.

Known for her relationship-driven approach and strong communication skills, Megan is dedicated to helping advisors navigate complex business decisions with confidence. She is passionate about connecting advisors with the right opportunities and resources to support successful transitions and long-term practice growth.