Kyleah Lee is a financial advisor at Prosperity Capital Advisors with 12 years of industry experience. She holds a Series 65 designation and has a background including roles in public education as an assistant principal and work with CLP Tax Advisory. Outside of financial advising, she is involved in education administration. Prosperity Capital Advisors offers 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, and alternative solutions, and provides a range of advisory and intermediary services.

Lisa Chenet is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. She holds a Series 65 designation and has worked at Prosperity Capital Advisors since 2016 and CLP Tax and Wealth Advisory since 2015. In addition to her advisory role, she is an agent soliciting fixed insurance sales through various companies. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, 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.