Prosperity - An EisnerAmper Company

Peter Adams is a CFP® with 25 years of experience in the financial services industry. He currently works at Prosperity - An EisnerAmper Company and has held roles at firms including Avantax Advisory Services and HPG Wealthcare Advisors. He is also licensed as an insurance agent, involved in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets and uses a multi-team approach emphasizing asset allocation, diversification, and third-party management solutions.

Robert Fradella is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at EisnerAmper Wealth Management & Corporate Benefits, Coastal Pension Services, and Consulting Actuaries Inc. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, retirement-plan advisory, and consulting. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

Robert Malone III is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds a Series 66 designation and has 24 years of industry experience. Prior to his current role, he worked at firms including Avantax Advisory Services and HPG WealthCare Advisors. He is also a partner at EisnerAmper, where he is involved in tax and accounting services. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing third-party managers and technology platforms to support client financial planning and account administration.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, HPG Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also licensed as an insurance agent with involvement in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management approaches and third-party technology platforms.

Jaime Facchino is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab, UBS Financial Services, Wells Fargo Clearing, and multiple investment advisory firms. He currently serves as a Relationship Manager focused on client presentations, financial planning, and customer service. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets through a multi-team approach emphasizing asset allocation and diversification, employing both discretionary and non-discretionary management strategies.

Christopher Barrett is a financial advisor with Prosperity - An EisnerAmper Company in Boston, MA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory duties, he works as an insurance agent specializing in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach across 63 advisors, emphasizes asset allocation and diversification, and uses third-party managers and technology platforms to support client services.

Erin Ansalvish is a CFP® with 15 years of industry experience, currently serving as a senior wealth advisor at Prosperity - An EisnerAmper Company. She has a background that includes roles at Dai Securities, LLC and Triad Advisors Inc, and she has operated The Prosperity Consulting Group, LLC since 2007. In addition to wealth management, Ansalvish is involved in insurance sales as a licensed agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach, managing approximately $5 billion in assets, and emphasizes asset allocation and diversification using both discretionary and non-discretionary management strategies.

Jennifer Mckinnon is a CFP® professional with 23 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. Her prior experience includes roles at Dai Securities LLC, Avantax Advisory Services, HPG Wealthcare Advisors, 1st Global Capital Corp, and UBS Financial Services. She is also licensed as an insurance agent, engaging in fixed annuity and insurance sales. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with about 65 advisors, manages approximately $5 billion in client assets, and emphasizes asset allocation and diversification through both discretionary and non-discretionary management strategies.

Joseph De Martinis is a CFP® professional at Prosperity - An EisnerAmper Company with one year of industry experience. Prior to joining Prosperity in 2025, he worked at EisnerAmper from 2022 and at Raich Ende Malter, Co. LLP from 2007 to 2022. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using a range of discretionary and non-discretionary management strategies and leveraging third-party managers and technology platforms.

Elizabeth Broadway is a Series 66-licensed financial advisor with 13 years of industry experience. She currently works at Prosperity - An EisnerAmper Company and holds a partner position at EisnerAmper, where she is involved in tax and accounting. Broadway also engages in fixed insurance and annuity sales as an insurance agent. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, employs both discretionary and non-discretionary management, and utilizes third-party managers and technology platforms to support planning and reporting.

Nancy Campbell is a financial advisor at Prosperity - An EisnerAmper Company with 16 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Hughes Pittman & Gupton, LLP. Outside of her advisory role, she is a member of The Cozy Quilt Company LLC, a custom quilt-making business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs asset allocation and diversification strategies, uses third-party managers and technology platforms, and manages approximately $5 billion in client assets.

Brian Thorkelson is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His career includes roles at DAI Securities, AdvisorNet Wealth Management, Cetera Advisor Networks, and Lurie Wealth Advisors. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The multi-team firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party investment managers and technology platforms.

Peter Murphy is a financial advisor with Prosperity - An EisnerAmper Company in Boston, MA, holding a Series 65 designation and two years of industry experience. His prior experience includes roles at BlackRock Investments, One Charles Private Wealth, and Rockland Trust Bank. Outside of finance, he served as an official with the Eastern Massachusetts Lacrosse Official Association for two years. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Marc Scudillo is a CFP® professional with 30 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His career includes roles at EisnerAmper Wealth Management, Aurora Private Wealth, EverBank, and DAI Securities, among others. Outside of his advisory work, he holds CFO positions with software technology companies Smart Data Fusion, LLC and ShelfScreen, LLC, and serves as Executive Vice President and shareholder of EAG Wealth Management Strategies LLC. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and consulting services. The firm employs a diversified investment approach with discretionary and non-discretionary management, often utilizing third-party independent managers and model portfolios.

John Livingston is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Dai Securities, Avantax Advisory Services, and 1ST Global Advisors. Outside of advisory work, he serves as an advisory board member for North State Bank and manages CCP Processing, LLC, a credit card processing marketing business. Prosperity - An EisnerAmper Company advises individuals, trustees, estates, retirement plans, and business entities with services including financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, utilizing third-party independent managers and technology platforms to support client account management.