PARTNERS
MEET OUR STRATEGIC PARTNERS
Our strategic partners are advisor service providers like On3 Strategies. From financing options to outsourced administrative services, we’re connected to those who can help support your growth efforts. Browse our partner profiles to learn more, or visit our TEAM page to meet the coaching staff at On3 Strategies.
Ken Venick
Apex Home Loans - Mortgage Broker
Providing clients, buyers agents, and builders personalized services, making the mortgage process smooth and stress-free.
Wayne Hewett
Live Oak Bank - VP, Investment Advisory
Helping advisors grow their business by providing financing for succession, acquisitions, and working capital.
David LaBricciosa
Visio Wealth Partners - President & CEO
Offering customized and innovative insurance-based and annuity solutions using advanced case design to create comprehensive and easily understood client-facing presentations.
Kristen McGarr
Androit Insights - Owner
Helping advisors leverage CRMs and supporting technology to streamline operations, improve client engagement, and scale their businesses, with hands-on training and support.
Korbin King
Client 4 Life - President & CEO
Offering the ultimate practice management solution, seamlessly integrating people, process and technology to streamline operations, manage your sales pipeline, and maximize revenue.
Kevin Woodard
Dinsmore Compliance Services - President
Offering a full suite of durable and robust compliance services and solutions for investment advisers that are designed with business in mind.
Denis O'Donovan, Jr
ProfitComm - President
Specializing in helping businesses find and manage the right vendor-agnostic technology solutions – ensuring you get the best fit for your unique needs.
Ellen Platt
The Option Group - President
Dedicated team of Life Care Managers that caters to family caregivers, medical professionals, and professional family advisors in MD, PA, and DE.
Olivia Allen
Village Financial Services - Owner
Partners with independent advisory firms to strengthen operations, improve systems, and scale with confidence. Offering Schwab Fractional CSA support, Advyzon consulting, and Holistiplan setup.
Marcella Toronto
Cygnet Client Services - Co-Founder
Provides specialized, white-label client services to Breakaway Advisors, RIAs, and Multi-Family Offices serving high- and ultra-high net worth clients.
