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.
Caleb Burr
- MBA
Stoyan Petev
- CFA, CFP®, ChFC®, CLU®, MBA
Jeff Dattolo
- CFP®, CLU®, ChFC®, CLTC®, LUTCF®, MRFC®, NSSA®, RICP®, AEP®, AIF®
Jeffrey Scott
- CF2
Shane Clarke
- BPC, CFF®
Tony Engrassia
- ChFC®, LUTCF®
Glen Pier
- BPC, CF2
Scott Kaup
- CFP®
Keith Heritage
- CASL®, ChFC®, CLU®, IRMAACP
Troy Stine
- RFC
Gayle Jendzejec
- CASL®, CFS, ChFC®, CLU®, CTS, LUTCF®, RFC
Carol Ochoa
- BPC, CF2, RICP®
Julie Manning
- BPC, CF2, RICP®
Kurt Arseneau
- RFC
Charlie Ehrenfried
- BPC, CASL®, CFP®, ChFC®, CLU®, NSSA, RICP®
Brian Minier
- BPC, CF2, CLTC, NSSA
Joe DiSalvo
- ChFC®
Darrin McComas
- BPC
Charles Welde
- BPC, CFP®, CPA
























