Partner Advisors &
Strategic Partnerships

Our network of trusted advisors brings specialized expertise across retirement planning, estate strategy,
and comprehensive financial services—providing you with access to the guidance you need at every stage of your journey.

One Retirement Source (ORS)

Retirement Plan Experts

One Retirement Source was founded by Dean DiGregorio and Chris Connelly with a clear purpose: to specialize exclusively in retirement plan advisory services. By focusing solely on this space, they provide dedicated expertise and serve as a single point of contact—bridging the gap between the recordkeeper, TPA, and advisory team.

Ready to Connect with Our Partners?

Let us introduce you to the specialized advisors who can support your financial goals. Our team is here to facilitate
the right connections.

Get in Touch

How Partnerships Work

Introduction & Assessment

We connect you with the right partner based on your specific needs and goals.

Coordinated Planning

Our team works alongside partner advisors to ensure aligned strategies and seamless communication.

Ongoing Collaboration

Regular reviews and updates ensure your financial plan adapts as your life and goals evolve.