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Midyear Tax Planning: What Top Advisors Do Differently

June 3, 2026

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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How to Build a Destination Firm for Women Advisors

March 27, 2026

About the Author

  • Kirsten Schlumbohm

    Kirsten Schlumbohm, BPC, SVP, Head of Sales Support & Relationship Management, has over 15 years of industry experience in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.

    Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her husband, Jeff.

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Three Hidden Tax Problems in Your Clients’ Traditional IRAs

February 27, 2026

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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Inside The Bucket Plan®: The Scalable Planning Process Behind $132M in New Client Assets

January 16, 2026

About the Author

  • Kalem Mackey

    Kalem Mackey, CFP®, BPC, Chief Operations Officer at Prosperity Capital Advisors, is also the founder of Superior Financial Planning, a holistic wealth management firm in Arvada, Colorado. With more than 20 years of experience as a sales manager, insurance wholesaler, and financial advisor, he's grounded in helping American families realize their financial aspirations. He is a Bucket Plan Best Interest Process® Trainer, coaching advisors on delivering comprehensive solutions and speaking widely on retirement income planning and tax management.

    Kalem earned his bachelor's degree from UC San Diego, where he was active in Student Council and Sigma Phi Epsilon. He and his wife, Lisa, have two children, Jordan and Alora, and he's a devoted fan of the Lakers, Angels, 49ers, and UCLA. Kalem enjoys everything Colorado's outdoors has to offer, from camping and hiking to winter sports.

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Year-End Tax Strategies for High-Net-Worth Clients: OBBB Planning Guide

December 2, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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How to Charge Financial Planning Fees: The Complete Guide to Advisor Fee Structure

November 6, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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The One Big Beautiful Bill Act (OBBB): Key Tax Changes Advisors Should Know

November 5, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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How to Provide Exceptional Wealth Management for High-Net-Worth Individuals

October 27, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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Staying Sharp to Stay Ahead: Why Continuous Learning is Crucial as a Financial Advisor

October 24, 2025

About the Author

  • Jason L Smith

    Jason L Smith, CEP®, BPC, Chief Visionary, Executive Chairman, and Founder of Prosperity Capital Advisors, is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He also runs his own holistic practice, JL Smith, built to thrive with or without him — it brought in over $90M in new assets last year while Jason worked less than a day a week. He's passionate about sharing this business model with other advisors through The Rainmaker Multiplier Model & Process, and authored a book on the model's development that launched in Spring 2024. He's also the author of the best-selling The Bucket Plan, named a Top 10 Retirement Planning Book by U.S. News & World Report, along with Clarity 2 Prosperity and The Hiring Advantage.

    Jason joined his father's insurance agency in 1995 before launching his own practice, and now trains advisors nationwide through live events, webinars, and coaching. He was named to InvestmentNews' 2015 40 Under 40 and Crain's Notable Wealth Managers list. He and his wife, Holly, have a daughter, Jordan, and two sets of twins, and he enjoys reading, grilling, yoga, and the outdoors.

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Year-End Charitable Giving Strategies: A Guide for Financial Advisors

October 16, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

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4 Types of Roth Conversion Strategies to Manage Taxes

October 6, 2025

About the Author

  • Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. His industry recognition includes InvestmentNews' 2023 40 Under 40 list, a 2023 ThinkAdvisor LUMINARIES award, and being named InvestmentNews' 2025 Advisor of the Year (Regional – Southeast). He is also the Founder & CEO of Alison Wealth Management, with offices in Palo Alto, Charleston, and Atlanta.

    Dave is a member of the Million Dollar Round Table's Top of The Table, the Financial Planning Association®, the National Association of Enrolled Agents, and Entrepreneurs' Organization. He and his wife, Alana, live just outside Charleston, South Carolina, with their three daughters.

Share This Post

Tax Planning Strategies To Help You Serve Women Clients

September 2, 2025

About the Author

  • Kirsten Schlumbohm

    Kirsten Schlumbohm, BPC, SVP, Head of Sales Support & Relationship Management, has over 15 years of industry experience in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.

    Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her husband, Jeff.

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