Prosperity Capital Advisors and Leaders Named Finalists in Five Categories for 2026 ThinkAdvisor Luminaries Awards
November 10, 2026
Firm and senior leaders recognized for impact across M&A, digital marketing, and advisor education
Cleveland, Ohio – November 9, 2026 – Prosperity Capital Advisors (Prosperity), a registered investment advisor dedicated to helping advisors and clients navigate financial complexity through holistic wealth management, announced that the firm and three leadership team members have received five finalist recognitions in the 2026 ThinkAdvisor Luminaries Awards.
The recognitions span leadership, growth, marketing and education across Prosperity:
- Stan Milovancev, Chief Executive Officer — M&A Leader of the Year
- Dave Alison, President of Wealth Management and Founding Partner — Thought Leadership and Education (Individual)
- Matt Seitz, Chief Marketing Officer and Partner — CMO of the Year
- Prosperity Capital Advisors — Thought Leadership and Education (Firm)
- Prosperity Capital Advisors — Digital Marketing Campaign (Firm)
The ThinkAdvisor Luminaries Awards recognize individuals and organizations across financial services for their contributions to the industry and the ways they are helping move the profession forward.
As of August 2026,ThinkAdvisor’s editorial team selects finalists based on qualitative factors such as innovation, impact, and contribution to the industry, and no fees are paid for consideration or selection. Recognition in this program reflects editorial judgment rather than client experience or investment results, and it does not constitute a testimonial or endorsement of Prosperity’s advisory services, nor an indication of future performance.
“These recognitions reflect the many ways our team is working toward the same goal: helping advisors grow while delivering a more comprehensive wealth management experience to the families they serve,” said Milovancev. “Whether through strategic growth, advisor education or the resources we provide our network, our focus remains on building a destination firm that helps advisors deliver more value to their clients.”
Milovancev was named a finalist for M&A Leader of the Year in recognition of his leadership as Prosperity continues to expand its national platform and bring together advisory firms around a shared approach to holistic wealth management.
Alison’s Thought Leadership and Education recognition reflects his work developing practical frameworks and educational resources for financial advisors. As creator of Prosperity’s Five Pillars of Holistic Wealth Management and Tax Management Journey®, Alison has helped develop systems designed to integrate financial planning, asset management, tax management, protection planning and legacy planning into a more coordinated client experience.
Seitz’s recognition as a CMO of the Year finalist reflects his leadership of Prosperity’s marketing, branding and business development initiatives during their integration of six firms. He built a scalable marketing and business development system at their model office that led to the creation of an in-house marketing agency. These processes are shared in many of Prosperity’s advisor education programs to help advisors communicate their value, deepen client relationships and grow their businesses.
The firm’s Digital Marketing Campaigns finalist recognition highlights that work in practice. Prosperity’s campaign for “How Top Advisors Are Turning Midyear Tax Insights into Better Client Decisions,” a webinar hosted by Ed Slott and Alison, combined paid advertising, email marketing, organic social promotion, personalized advisor outreach and partner promotion. The coordinated effort generated 1,466 registrations and 807 live attendees, demonstrating how timely educational content and an integrated marketing strategy can engage advisors.
“This campaign reflects the approach we bring to marketing: relevant content, multichannel outreach and a coordinated follow up plan,” said Seitz. “Through our marketing agency, we also help advisors apply those capabilities to their own businesses. We see a lot of inefficiencies from advisors that don’t have a defined marketing-to-sales process. Advisors who build a plan first will find they get more out of each ad dollar they spend.”
Prosperity Capital Advisors was also recognized as a firm finalist for Thought Leadership and Education, underscoring the organization’s broader commitment to providing advisors with education, tools and resources that help translate complex financial topics into actionable planning strategies.
“Education has always been central to how we support advisors,” said Seitz. “Our goal is to give advisors practical frameworks they can put to work immediately and, ultimately, help them deliver better outcomes for their clients. To see both the firm and members of our leadership team recognized is a tremendous honor.”
About Prosperity Capital Advisors
Prosperity Capital Advisors (Prosperity) is an SEC-registered investment advisor serving high-net-worth and ultra-high-net-worth families, business owners, and individuals with advanced planning needs. The firm is built around The Bucket Plan® holistic financial planning process to help successful families coordinate the complexity of their financial lives. The result is one plan that brings the Five Pillars of Holistic Wealth Management together: financial planning, asset management, tax management, protection planning, and legacy planning.
