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.
Tim Bogert
- AIF®, ChFC®, CLU®
Stephen Dellelo
- BPC, CF2, CFS, ChFC®, CLU®, MSFS, RICP®
Sarah Soria
- CFP®, MBA
Gary Ronan
- BPC, NSSA
Joe Overfield
- BPC, CF2
Seth A. Meisler
- CFA®, CFP®, CPA, PFS®
Josh Soria
- BPC
Tyler Huck
- CRPC®
Tim Haas
- CFP®, CIMA®, EA, MBA, RMA®
Carol Schmidlin
- CF2, MRFC®
Taylor Livesay
- BPC, CF2
David Roth
- BPC, CFP®, EA
Betsy Larson
- BPC, WMCP®
Ben Kaup
- CPA
Cheryl Bush
- BPC
Zach Leonard
- BPC, CF2, NSSA
Lisa Chenet
- BPC, CF2
Jake Giles
- CF2
John Jones
- BPC, CFP®, ChFC®, EA
Belen Krabbe
- BPC, CAP®, CASL®, CF2, ChFC®, CLU®, LUTCF®, REBC®, RHU®
























