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Gregory H

Series 63, Series 65

Schererville, IN

Prosperity Capital Advisors

Gregory Hammer is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Innovation Partners LLC, MerCap Securities, and has operated Hammer Financial Group, Inc. since 2004. Outside of his advisory work, he serves on the board of Peace Lutheran Church, chairs its Endowment Fund, is treasurer for Ducks Unlimited, and conducts financial literacy seminars with the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach, offering risk-based model portfolios, specialized strategies, and access to private and alternative investments through various platforms.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Giancarlo C

Series 66

Red Bank, NJ

Prosperity Capital Advisors

Giancarlo Capodanno is a financial advisor with Prosperity Capital Advisors in Red Bank, NJ, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., TD Ameritrade, and The Investment Center Inc. Outside of his advisory work, he volunteers as a speaker for the American Financial Educational Alliance, conducting seminars to promote financial literacy. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as turnkey asset management programs, separately managed accounts, and retirement plan solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Richard L

CFP®, Series 63, Series 65

Boca Raton, FL

Prosperity Capital Advisors

Richard Lincoln is a CFP®-certified financial advisor with 30 years of experience, currently with Prosperity Capital Advisors. His prior experience includes roles at Woodbury Financial Services and Retirement Concepts Group, where he also serves as owner. Lincoln holds additional registrations as a Series 63 and Series 65 representative and is involved in insurance sales and holistic wealth management through his business activities. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, along with advisor-directed portfolios and third-party sub-advisors.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Stoyan P

CFP®, CFA®, ChFC®, Series 63, Series 65

St. Louis, MO

Prosperity Capital Advisors

Stoyan Petev is a financial advisor at Prosperity Capital Advisors with 25 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations. His prior roles include positions at First Heartland Corporation and First Heartland Capital, Inc., where he worked for 25 years, as well as more recent experience at Mid-Continent Companies, Ltd and Nationwide Investment Services Corp. Mr. Petev is also a licensed insurance agent and consults on Private Placement and Institutionally-Owned Life Insurance cases. Prosperity Capital Advisors serves a broad client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Casey J

Series 63, Series 65

Schererville, IN

Prosperity Capital Advisors

Casey Johansen is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. He has worked at Innovation Partners LLC and Mercap Securities, LLC, and has been affiliated with Prosperity Capital Advisors since 2019. Johansen also conducts financial literacy seminars through the local chapter of the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Seth M

CFP®, CFA®, Series 66

St. Louis Park, MN

Prosperity Capital Advisors

Seth Meisler is a CFP® and CFA® with 16 years of industry experience, currently serving at Prosperity Capital Advisors. His prior roles include positions at Shefa Wealth Advisors, CCG Wealth Management, Private Client Services, CETERA Advisor Networks, and Affiance Financial. He serves on the board of directors and finance committee for Six Points Theater and is a Chapter President of the American Financial Education Alliance, where he conducts financial literacy workshops. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies and offers separately managed accounts, sub-advisory services, and retirement plan solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Marie M

Series 63

Hauppauge, NY

Prosperity Capital Advisors

Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Deborah C

Series 63, Series 66

Schererville, IN

Prosperity Capital Advisors

Deborah Cundiff is a financial advisor at Prosperity Capital Advisors with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Innovation Partners LLC and Mercap Securities, LLC. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Gayle J

ChFC®, Series 63, Series 65

North Kingstown, RI

Prosperity Capital Advisors

Gayle Jendzejec is a financial advisor at Prosperity Capital Advisors with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services, Inc., Lifetime Money Management LLC, and College Advisors Group LLC. Outside of advisory work, Mr. Jendzejec is the President of JBL Enterprises LLC, a property management company. Prosperity Capital Advisors serves a diverse client base including individual investors, corporate clients, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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David B

CFP®, Series 63, Series 65

Red Bank, NJ

Prosperity Capital Advisors

David Buckwald is a CFP® professional with 37 years of experience in the financial services industry. He is currently an advisor at Prosperity Capital Advisors and has held roles at M Holdings Securities Inc. and Atlas Advisory Group, LLC. Buckwald serves on the Board of Directors for M Financial and participates in strategic consultations. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and a range of mutual funds, ETFs, and alternative solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Melody L

Series 66

Ottumwa, IA

Prosperity Capital Advisors

Melody Lowe is a financial advisor with Prosperity Capital Advisors in Ottumwa, IA, holding a Series 66 license and 15 years of industry experience. She previously worked at SPC and Sigma Financial Corporation and is a 10% owner of Financial Partners, Inc. Outside of advising, Ms. Lowe owns a freelance personal book and screenwriting business, provides administrative services for Ottumwa Habitat for Humanity, operates Retro Remedies offering homeopathic services, and participates seasonally as Mrs. Claus in local tea parties. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to a diverse client base including individuals, high-net-worth investors, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and works with multiple providers while also serving as a Turnkey Asset Manager Program (TAMP) and sub-advisor to other RIAs.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Zachary L

Series 65

Rocky Mount, NC

Prosperity Capital Advisors

Zachary Leonard is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at Wealth Management Strategies and K2 Ranch, LLC. Outside of advising, he serves as a board member of the Rotary Club of Morehead City, NC, and assists clients with tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers institutional and sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Keith H

ChFC®, Series 63

Alachua, FL

Prosperity Capital Advisors

Keith Heritage is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Prosperity Capital Advisors. He has held roles at firms including Cetera Advisor Networks and Central Florida Wealth Management. Outside of advising, he owns and operates Heritage Horses and Cattle, LLC, a horse and cattle farm. He also runs Heritage Tax Advisors, LLC, a tax preparation business. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Richard D

Series 63, Series 65

Schererville, IN

Prosperity Capital Advisors

Richard Dunnett is a financial advisor with Prosperity Capital Advisors in Schererville, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Innovation Partners LLC, Mercap Securities, Morgan Stanley, and TransAmerica. Outside of advisory work, he collaborates with the local chapter of the American Financial Education Alliance, conducting seminars aimed at improving financial literacy. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to alternative solutions through various platforms.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Kurt A

Series 65

Cumming, GA

Prosperity Capital Advisors

Kurt Arseneau is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Quility Financial Advisors, AE Wealth Management, and Wealth Watch Advisors. Outside of his advisory role, he is involved in insurance services through Arseneau Advisor Group, LLC, and owns businesses providing Medicare supplement insurance and tax preparation services. Prosperity Capital Advisors is an SEC-registered enterprise advisor serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other registered investment advisors. The firm employs model-based, asset-allocation strategies using portfolios from providers such as BlackRock, Dimensional, and Vanguard, and offers managed accounts, retirement plan services, and turnkey asset management programs.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Danielle D

CFP®, Series 63, Series 66

Red Bank, NJ

Prosperity Capital Advisors

Danielle D'Angiolillo is a CFP® with 25 years of industry experience, currently serving at Prosperity Capital Advisors. She previously worked at Bank of America and Merrill for eight years and has held roles at McManus & Associates and other firms. In addition to her advisory work, she is a licensed insurance agent and registered representative, engaging in insurance and securities sales. Prosperity Capital Advisors is an SEC‑registered enterprise adviser providing financial planning, consulting, and discretionary investment management for individual and high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing a combination of core and specialized models alongside advisor-directed portfolios and third-party sub-advisors.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Timothy B

ChFC®, Series 63

Rochester, MI

Prosperity Capital Advisors

Timothy Bogert is a financial advisor with Prosperity Capital Advisors in Rochester, MI, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including 20 years at LPL Financial. Outside of advising, Mr. Bogert is a licensed insurance agent offering fixed insurance products and is involved in real estate investment activities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and serves in various intermediary roles such as TAMP and sub-advisor services.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Stephen D

ChFC®, Series 63, Series 65

South Easton, MA

Prosperity Capital Advisors

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Marci H

Series 65

Deland, FL

Prosperity Capital Advisors

Marci Hodge is a financial advisor at Prosperity Capital Advisors with four years of industry experience. She holds a Series 65 credential and has worked previously at Motiv8 Investments LLC and American Senior Benefits. In addition to her advisory role, she provides Medicare, life, and long-term care insurance policies as well as fixed annuities. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies and offers discretionary investment management, sub-advisory services, and retirement plan solutions.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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