Jason L Smith, CEP®, BPC, is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the chief visionary, executive chairman, and founder of Prosperity Capital Advisors as well as JL Smith, his own holistically run financial services practice. At JL Smith, Jason built a self-sustaining model ...
Stan Milovancev, CPA, QKA, is a values-driven executive with more than 30 years of experience leading growth, operational transformation, and cultural excellence across financial services firms. As Chief Executive Officer of Prosperity Capital Advisors, he guides execution and leadership development while fostering a people-first culture. Stan’s career began at Ernst ...
Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. In 2023, Dave was named to the InvestmentNews 40 Under 40 list for his accomplishments, contributions, leadership, and promise. Dave also was a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education ...
Pablo Terra is a gifted leader, motivator, operations and logistics manager and is the Chief People Officer of Prosperity Capital Advisors. As CPO, Pablo is responsible for the company’s day-to-day operating activities as well as the development, upgrade, and revamping of the tools, training, and support systems for team members. ...
Matt Seitz is the Chief Marketing Officer at Prosperity Capital Advisors. In his roles, he has streamlined the marketing-sales funnels, enhanced the digital presence, and implemented growth strategies to help more families achieve true prosperity. With over 20 years of marketing and sales experience in the finance, accounting, and professional ...
Luke Ripienski, CFP®, is the Chief Compliance Officer for Prosperity Capital Advisors, an SEC-registered investment adviser (RIA). In his role with Prosperity Capital Advisors, Luke is responsible for handling compliance and supervision matters for the investment advisory business. Before joining Prosperity, Luke was the Director of Field Supervision for Principal ...
Kalem Mackey, CFP®, BPC, is the Chief Operations Officer at Prosperity Capital Advisors and the founder of Superior Financial Planning, a holistic wealth management firm located in Arvada, Colorado. With more than 20 years of experience as a sales manager, insurance wholesaler, and financial advisor, his professional philosophy is grounded ...
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