Stan Milovancev, CPA, QKA

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 Co 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 & Young, where he built a strong foundation in accounting and finance. He transitioned into the retirement plan industry with a boutique pension administration firm, which was later acquired by Charles Schwab, where he helped grow a leading national retirement record keeping platform. Here he learned firsthand how to scale entrepreneurial innovation within a larger company structure.

He went on to serve as President of ValMark Securities, deepening his understanding of insurance, annuity solutions, and broker-dealer operations. Later, he held executive roles at a highly respected RIA, Sequoia Financial Group, with strong ties to the accounting industry. Most recently, he served as President of CBIZ Investment Advisory Services, overseeing a $70 billion RIA platform and leading integration strategies across tax, benefits, and wealth management.

Stan’s blend of entrepreneurial agility, enterprise discipline, and humanistic philosophy helps Prosperity scale while staying grounded in its mission to deliver best-interest holistic financial planning to families nationwide. His leadership style is emotionally intelligent, intellectually curious, and grounded in what he calls “integrative thinking”—balancing short-term profitability with long-term quality and growth.

“Building people” is one of Stan’s passions in leadership. He believes organizations thrive when individuals do, and that high-performing teams, culture, and client outcomes all begin with the personal development of each teammate.

At Prosperity Capital Advisors, Stan leads day-to-day operational execution, team alignment, and executive management. He also plays a key role in articulating and implementing the firm’s evolving dual-path advisor model, supporting both for a unified firm.

His upbringing, rooted in faith, family, and resilience, continues to shape his worldview and leadership style. Married for over 30 years, he and his wife Annie have three adult children. He is deeply committed to lifelong learning, and his study is filled with books on leadership, psychology, faith, and strategy.