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Martha J

Series 65

Victor, NY

Prosperity Advisory Group LLC

Martha Jesse is a financial advisor with Prosperity Advisory Group LLC in Victor, NY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Prosperity Advisory Group, she worked as a homemaker for 13 years. Prosperity Advisory Group LLC is an SEC-registered advisor serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $216 million in discretionary assets and provides tailored investment management, financial planning, cash-flow consulting, and retirement-plan advisory services using a primarily long-term investment approach with tactical asset allocation.

Retirement income strategy Annuities Wealth management Cash flow / budgeting
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Alyssa G

Series 65

Victor, NY

Prosperity Advisory Group LLC

Alyssa Girod is a financial advisor at Prosperity Advisory Group LLC with four years of industry experience. She holds a Series 65 designation and has worked in various roles including at KM Investment Services, Inc. and Ravenwood Golf Club. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets across about 244 clients, employing a primarily long-term investment approach with tactical asset allocation and fundamental analysis.

Retirement income strategy Annuities Wealth management Cash flow / budgeting
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John H

CFP®, Series 63

Victor, NY

Prosperity Advisory Group LLC

John Harnish is a CFP® with 22 years of industry experience, currently serving as a principal and Chief Compliance Officer at Prosperity Advisory Group LLC. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and held roles at KM Advisory Services and KM Investment Services. Outside of his advisory work, he maintains ownership in an independent wholesale consumer products business. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets, providing tailored investment management, financial planning, and retirement-plan advisory services with a long-term investment approach complemented by tactical asset allocation and fundamental analysis.

Retirement income strategy Annuities Wealth management Cash flow / budgeting
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