Jake Giles IV is a financial advisor at Prosperity Capital Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Investment Services and Pure Wealth Strategies. Mr. Giles is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at improving financial literacy. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to individual and institutional clients. The firm utilizes model-based, asset-allocation strategies with portfolios managed to model targets, incorporating providers such as BlackRock, Dimensional, and Vanguard.

Dustyn Livesay is a financial advisor with Prosperity Capital Advisors in Arden, NC, holding a Series 65 designation and two years of industry experience. He has previously worked at Infinity Wealth Management, South-West Insurance Agency, Crutchfield, and Northwestern Mutual Life Insurance Company. In addition to his advisory role, Mr. Livesay is involved with the American Financial Education Alliance, conducting seminars to promote financial literacy. Prosperity Capital Advisors is an SEC-registered firm serving a diverse client base including individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies supported by multiple providers and offers services ranging from discretionary investment management to turnkey asset management programs and retirement plan solutions.

Glen Pier is a financial advisor at Prosperity Capital Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Prosperity Capital Advisors and its affiliated entities since 2012. Outside of advisory work, Mr. Pier is involved in educational activities as the chapter president for the American Financial Education Alliance in Asheville, NC, where he teaches retirement planning courses, and he operates a training business as an Avatar Master. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm uses a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to a range of mutual funds, ETFs, SMAs, and alternative investments.

Catherine Reid is a financial advisor at Prosperity Capital Advisors with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Innovation Partners LLC and Mercap Securities, LLC. Outside of her advisory work, she is involved in caregiving services for individuals with disabilities. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional and sub-advisory services.