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.
Greg Dillon
- CFA, CFP®, NSSA
Giancarlo Capodanno
- BPC, CFP®
Bryan Bibbo
- AIF®, BPC, CEPA®, NSSA
Dave Alison
- BPC, CFP®, EA
Thad Lincoln
- CFP®, CLU®
Joseph Voellm
- BPC, CF2, ChFC®, CLU®
Jeff Warnkin
- CFP®, CPA, NSSA, BPC
Justin Grossman
- RICP®, NSSA, BPC
James Comblo
- BPC, Certified Financial Fiduciary®
Chad Weigl
- CF2, BPC
Greg Shulman
- CFP®, ChFC®, CLU®, NSSA, RICP®
Shane Clarke
- BPC, Certified Financial Fiduciary®
Jeffrey Scott
- CF2
Drew Serzan
- CLTC
Cliff Guthrie
- BPC, CFP®
Grant Shulman
- CFP®, BPC
Dave Buckwald
- CFP®, ChFC®, CLU®, NSSA
























