Find an Advisor Near You
Finding the right advisor matters. Wherever you are, the right guidance should feel within reach. Explore the Prosperity Capital Advisors network to connect with a professional near you who can provide thoughtful guidance tailored to your needs, personal service, and a comprehensive approach to wealth management. We believe there is real value in working with a team that brings diverse backgrounds, education, and experience.
Dave Alison
- BPC, CFP®, EA
Giancarlo Capodanno
- BPC, CFP®
Bryan Bibbo
- AIF®, BPC, CEPA®, NSSA
Greg Dillon
- CFA, CFP®, NSSA
Kurt Arseneau
- RFC
Tony Engrassia
- Certified Financial Fiduciary®, ChFC, LUTCF, NSSA, BPC
Scott Kaup
- CFP®, BPC
Keith Heritage
- CASL®, ChFC®, CLU®, IRMAACP
Thad Lincoln
- CFP®, CLU®
Darrin McComas
- BPC
Glen Pier
- BPC, CF2
Joe DiSalvo
- ChFC®
Brian Minier
- BPC, CF2, CLTC, NSSA
Charlie Ehrenfried
- BPC, CASL®, CFP®, ChFC®, CLU®, NSSA, RICP®, TPCP®
Taylor Livesay
- CF2, RICP®, BPC
John Jones
- BPC, CFP®, ChFC®, EA
Joseph Voellm
- BPC, CF2, ChFC®, CLU®
Seth A. Meisler
- CFA®, CFP®, CPA, PFS®, BPC
Jeff Warnkin
- CFP®, CPA, NSSA, BPC
Sarah Soria
- CFP®, MBA
Blake A. Smith
- AIF®, CFP®, BPC
























