By James J. Spinelli, ChFC® on October 13, 2026October 13, 2026 🎙️ Episode 29 of Advisor Edge: The GVA Way is live! In Episode 29 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Paul Morrone Owner and Wealth Manager of Nexa Financial Group and Ross McGoodwin Sr. Regional Vice President, Enterprise at DPL Financial Partners for a discussion on making the Hybrid-to-RIA only move without leaving annuity clients behind. Paul summed it up well: going RIA-only with the right partner can give you a better suite of solutions than you had on the commission side. If annuities are the only thing keeping you tied to a BD, it may be time to take another look. Key Takeaways: Advisory annuities have changed significantly. Early fee-based products were mostly low-cost, investment-only contracts. Today, many offer income riders and enhanced death benefits, which gives fee-only planners real tools to solve client problems. Every contract gets a path forward. Where a client’s outcome can be improved, the contract moves to an advisory solution through a 1035 exchange. Where it can’t, DPL takes over as agent of record, so the advisor keeps visibility, can still call the carrier, and can earn a management fee. Technology keeps it all in one place. DPL’s portal consolidates contract data, from beneficiaries to income bases to tax information, and feeds platforms like Orion. That means no more logging into 15 carrier sites, and no product training or appointments to manage. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional before making a decision.