On April’s GVA ALPINE call, we’ll be joined by James Spinelli, CEO and Drew Nemeth, Director of Operations to review the process and requirements for transitioning from a Hybrid advisor to RIA-only under Great Valley Advisor Group. We’ll cover compliance updates, technology changes, and operational impacts—including marketing rules, custodial options, and what to expect with payouts, expenses, and existing brokerage business. This session will provide clarity on the transition timeline, required systems, and how to maintain continuity while optimizing your advisory practice.