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. ...
Jennifer Schell is the Chief Technology Officer at Prosperity Capital Advisors, leading the technology vision and strategy that powers the firm's advisory platform and client experiences. With a deep background in computer science, business, and software engineering, Jennifer brings technical excellence, entrepreneurial experience, and strategic business acumen to drive innovation ...
Meet Susan Maugeri Susan Maugeri is the Chief of Staff at Prosperity Capital Advisors. In her role, she leads firmwide initiatives by helping teams stay aligned around shared priorities, clear communication, and meaningful progress. Her approach is grounded in the belief that strong organizations are built on trust, connection, and ...
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 Executive Vice President 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 ...
Rob LaCivita is the Head of Advisor Success at Prosperity Capital Advisors, where he plays a central role in supporting the firm’s continued growth and helping advisors thrive within Prosperity’s nationwide platform. In his role, Rob leads advisor integration and transition operations, helping ensure new advisors and teams experience a ...
Meet Bryan Bibbo With over two decades of financial expertise, Bryan Bibbo serves as Partner | Senior Wealth Manager at Prosperity Capital Avisors, where he guides successful professionals, business owners, and retirees to their financial future through comprehensive strategies. Bryan believes one of his core purposes is to help people ...
As Head of Financial Services at Prosperity Capital Advisors, Greg builds tactical and thoughtful retirement strategies that evolve with our clients' lives while innovating new ways we can better serve them. His specialty is creating personalized, tax-efficient investment approaches that balance growth potential with protection in even complex cases, helping ...
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