Firm and leadership recognized for innovation, education, and disruption during transformative phase of growth

CLEVELAND, October 02, 2025 – Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), has been named a finalist in several categories for the 2025 ThinkAdvisor Luminaries Awards. This recognition reflects Prosperity’s strategic focus on transforming wealth management from a transactional model into a holistic, best-interest approach. Prosperity equips advisors with innovative tools to meet client needs across tax management, as well as financial, asset, protection, and legacy planning, all while building scalable, succession-ready firms.

Now in its fifth year, the Luminaries program honors top firms and individuals whose work goes beyond traditional benchmarks, spotlighting innovation, education, and leadership that inspire progress across the industry. Prosperity and its executives were recognized as finalists in the following categories:

  • Firm Award: Thought Leadership & Education for initiatives including its comprehensive response to The One Big Beautiful Bill Act, delivering a 49-page guide, comprehensive training, and client-ready resources that turned legislative complexity into actionable growth strategies and advisor differentiator.
  • Firm Award: Industry Disruption for its rapid rollout of an advisor education offering that redefined how professionals respond to legislative change amid the One Big Beautiful Bill Act.
  • Firm Award: Digital Marketing Campaigns for the launch of The Agency, Prosperity’s in-house marketing division tailored to financial advisors, which achieved a 60% client acquisition increase in Q1 2025, among other achievements.
  • Individual Award: Thought Leader of the Year for Founder and Co-CEO Jason L Smith, CEP®, BPC, whose book The Rainmaker Multiplier and leadership framework are shaping how advisors build scalable, self-sustaining businesses.
  • Individual Award: Thought Leader of the Year for advisor Bryan Bibbo, AIF®, NSSA, BPC, CEPA®, who makes education a cornerstone of his client experience and his approach to elevating advisors. Through webinars, YouTube videos, podcast appearances, live trainings, and charity events, Bryan dedicates himself to helping clients and advisors grow.
  • Individual Award: CMO of the Year for Chief Marketing Officer and Partner Matt Seitz, who spearheaded campaigns including the OBBB initiative and the launch of The Rainmaker Multiplier, achieving professional engagement and making multiple best-seller lists.

“Earning recognition across multiple categories underscores our team’s relentless dedication to advancing advisor education, driving innovation, and delivering excellence,” said Jason L Smith, Founder and Co-CEO of Prosperity Capital Advisors. “This acknowledgment comes during a transformative chapter for Prosperity as we strengthen our leadership, evolve our offerings for clients and advisors, and expand our national reach. These nominations affirm that we are leading the way in reshaping the future of holistic wealth management, and I am honored to be a part of the named finalists.”

“Our mission is to educate, train, grow, and support holistic wealth managers so families can achieve true prosperity. Better outcomes for clients drive everything we do,” added Matt Seitz, Chief Marketing Officer and Partner. “I am beyond grateful to have been named a finalist among so many nominated. This is a shared achievement across our organization because each member of our advisor community and all-star marketing team helps us continue to elevate and stand out through people, processes, and solutions.”

Matt’s leadership helped grow Prosperity’s in-house marketing agency, also recognized by the Luminaries, which was born out of the proven best practices of their model office, JL Smith Holistic Wealth Management. The Agency was built on a foundation of process and results. Last year alone, these efforts helped drive more than $150M in new assets at JL Smith, fueled largely through marketing and business development initiatives.

Guided by core values, Prosperity continues to bridge the gap in the industry with a client-centric philosophy, advanced planning solutions, superior advisor support, and a people-first team culture.

The 2025 Luminaries winners will be announced at the 5th Annual Luminaries Awards Gala in New York City on Dec. 4.

For more details and the full list of finalists, visit ThinkAdvisor Luminaries Awards.

About Prosperity Capital Advisors

Prosperity Capital Advisors (Prosperity) is a planning-first, SEC-Registered Investment Adviser (RIA) dedicated to simplifying complex financial challenges for investors nationwide. Prosperity’s holistic approach is grounded in five core pillars: financial planning, asset management, tax management, protection planning, and legacy planning. Through a network of fiduciary advisors, Prosperity provides strategic integration across these pillars to deliver coordinated, customized solutions. Prosperity is backed by a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners, tax practitioners, and insurance specialists. For more information, visit prosperitycapitaladvisors.com. For more information, visit www.ProsperityCapitalAdvisors.com or call (888) 240-0064.

Methodology

The ThinkAdvisor Luminaries Awards are judged by a distinguished panel and the publication’s editorial team, who evaluate nominations from across the financial services industry. Finalists are selected based on demonstrated leadership, innovation, and community impact. Key criteria include both quantitative and qualitative results, such as the number of advisors and clients affected, the creativity of the solutions introduced, and the measurable influence on firms, professionals, and the industry at large. Judges also assess nominees’ ability to achieve goals, display ingenuity, and uphold the highest ethical standards while serving the best interests of clients. Each nomination highlights 3–5 examples of achievements from the past 12–18 months, supported by materials that reflect the nominee’s commitment to excellence, advisor development, and industry advancement. No fees are paid in exchange for consideration or selection.