Apollon Catalyst
Meet Dave Mirolli (Apollon Catalyst) A Founder-Led Successor Built for Clean Exits If you’re ready to step away and want confidence that your clients will be cared for by a real successor not absorbed into a platform. Dave Mirolli offers a clear, personal transition path. Dave becomes the primary advisor and new face for your […]
Castro Financial
A Family Firm Built to Carry Your Legacy Forward
Nelson and Colin Castro are a father-and-son team who’ve turned a shared vision into a trusted family advisory practice in Tampa, Florida. Together, they help clients navigate retirement, preserve wealth, and plan for the next chapter with clarity and compassion.
Avant Huston Financial Group
Meet Avant Huston Financial Group A Successor You Can Trust With Your Legacy For independent advisors in Florida and the Southeast, Avant Huston provides a warm, high-touch exit path. With deep community roots and a multi-generational leadership team, this firm prioritizes legacy, continuity, and care, just like you do. https://youtu.be/6qrWQ2_CyFE Discover how Avant Huston Financial […]
Coastal Wealth
Meet Coastal Wealth A Trusted Partner for Your Next Chapter Coastal Wealth, a premier financial solutions firm in Florida, is dedicated to helping retiring advisors transition with care and confidence. Backed by nearly two decades of industry experience, Coastal specializes in comprehensive wealth planning with a focus on personalized service and seamless succession. If you’re […]
Trust Advisory Group (TAG)
Meet Trust Advisory Group (TAG) A Trusted Partner for Your Next Chapter For independent advisors nearing retirement, TAG offers more than just a sale. It’s a transition built on legacy, trust, and personal values. With over 30 years of experience, TAG knows how to deliver smooth handovers without sacrificing what matters most: your clients, your […]
The Kruchko Group
Meet The Kruchko Group Boutique Independence, Silicon Valley Roots After managing over $1.6B in assets at Schwab, Kevin Kruchko launched The Kruchko Group to deliver unfiltered, client-first advice, without the noise of corporate agendas. Today, his firm offers a rare opportunity: transition your book to a deeply experienced advisor who still serves clients one-on-one. https://youtu.be/yTyoZ-YMnic […]
Advantage Wealth Advisors
Meet Advantage Wealth Advisors Personalized Wealth Management with a Strategic Edge Founded by industry veteran V. John Threlkeld, Advantage Wealth Advisors combines decades of financial expertise with a client-centric approach. The firm is dedicated to providing comprehensive wealth management services that align with clients’ unique financial goals and values. https://youtu.be/1Nax4sn1SZA?si=qjj4MhM6L3jSrAOh Discover how Advantage Wealth Advisors […]
BlueCrest Financial
Meet BlueCrest Financial A Trusted Partner for Your Next Chapter With nearly 100 years of experience and a team-first culture, BlueCrest Financial is ready to help the right firms transition with confidence. They bring boutique-level care to every transition — protecting your clients, your values, and the legacy you’ve built. https://www.youtube.com/watch?v=S1W3ItUrc-Y Discover how BlueCrest Financial […]