Firm leaders honored across multiple categories, reflecting commitment to holistic planning, client impact, and community leadership
Westlake, Ohio – April 23, 2026 – Prosperity Capital Advisors (Prosperity), an SEC-RIA focused on delivering comprehensive and holistic wealth management, today announced that several of its partners have been named Excellence Awardees in the 2026 InvestmentNews Awards, recognizing top professionals across the financial advisory industry.
The following Prosperity advisors have been recognized:
- Dave Alison for Advisor of the Year (Regional – Southeast): Dave Alison, Partner and President of Wealth Management, was recognized for his leadership in building a advisory platform and driving innovation in planning processes and technology, such as AI, across the firm. His work developing Prosperity’s Five Pillars of Holistic Wealth Management has helped create and scale a comprehensive approach that integrates tax, investment, and retirement strategies for high-net-worth individuals and clients with complex wealth needs, while also advancing advisor education and technology adoption across the industry.
- James Comblo for Advisor of the Year (Regional – Northeast): James Comblo, Partner and Senior Wealth Manager, was recognized the Northeast for his dedication to delivering coordinated, tax-efficient wealth strategies and helping clients, especially business owners and clients with stock options and equity compensation, make confident financial decisions through an integrated planning framework.
- Bryan Bibbo for Advisor of the Year (Regional – Midwest) as well as The Thrivent Award for Excellence in Philanthropy and Community Service: Bryan Bibbo, Partner and Senior Wealth Manager, was honored both for his advisory excellence and his commitment to community impact. In addition to helping clients simplify and maximize their wealth through education and holistic planning, Bibbo has led and supported numerous philanthropic initiatives, including fundraising efforts for organizations such as the Arthritis Foundation, Alzheimer’s Association, and veteran-focused nonprofits.
These honors highlight Prosperity’s continued leadership in delivering comprehensive, client-centered wealth management, combining financial planning, tax management, asset management, legacy planning, and protecting planning into a unified approach.
The InvestmentNews Awards recognize excellence across the wealth management profession, evaluating nominees based on leadership, innovation, client impact, and contributions to the broader industry.
About Prosperity Capital Advisors
Prosperity Capital Advisors is an SEC-registered investment advisor (RIA) dedicated to helping individuals and families simplify financial complexity through a comprehensive and holistic approach. The firm integrates the Five Pillars of Holistic Wealth Management: financial planning, asset management, tax management, protection planning, and legacy planning into a cohesive experience designed to help clients achieve better wealth outcomes. Through their proven process, The Bucket Plan®, and a nationwide network of subject matter specialists across the many facets of wealth like Social Security, life insurance, and more, Prosperity excels at serving those with more complex wealth needs, such as women, business owners, high-income professionals, executives with equity compensation, federal employees, and more.
For more information, visit https://prosperitycapitaladvisors.com/
Award Methodology
Recipients of the Advisor of the Year by InvestmentNews are selected through a five-stage process: open nominations; internal research by InvestmentNews; submission of detailed materials by selected excellence awardees; review by an independent panel of industry leaders using defined criteria; and final selection via a points-based system. No fee is required to enter. Recognition is not indicative of future performance and does not guarantee client satisfaction or success. Awards are based on information submitted by the advisor and should not be construed as an endorsement by, nor representative of, any client’s experience. April 2026.
Media Contact:
Bill Morgan
Gregory for Prosperity Capital Advisors
610-621-9851