Prosperity Capital Advisors

Wayne Barker is a ChFC® and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with Prosperity Capital Advisors and previously worked at Valor Capital Management, LLC. Barker is based in Cleveland, OH. 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 using core risk-based portfolios and specialized strategies across various asset classes and platforms.

Sarah Soria is a CFP® with 10 years of experience in financial advising currently with Prosperity Capital Advisors. She previously worked at Horace Mann Investors, Inc. and Horace Mann Companies from 2015 to 2023. Outside of her advisory role, Ms. Soria is involved with the American Financial Education Alliance, conducts seminars aimed at women investors under the Women's Wealth Collective, and serves on the board of the Gold Country Stampede Lacrosse club. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to a variety of clients, including individuals, high-net-worth investors, corporations, and retirement plans. The firm uses model-based, asset-allocation strategies with ongoing portfolio supervision, incorporating core and specialized models from providers such as BlackRock, Dimensional, and Vanguard.

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.

Scott Kaup is a financial advisor at Prosperity Capital Advisors with 45 years of experience. He holds the CFP® designation and Series 63 license. His career includes tenure at firms such as Cetera and Summit Financial Group, and he has operated Kaup's Tax & Wealth Management since 1985. Outside of advisory work, he serves as treasurer for the Stuart/Atkinson Airport Authority and the Sand Dollar Road District #2 in South Dakota. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, retirement plans, and other RIAs. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, using a range of third-party providers and sub-advisors, and provides access to alternative and structured investments through various platforms.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. 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, while also offering institutional services and advisory support to separate advisors.

Ashwini Ahluwalia is a CFP® with 36 years of industry experience, currently serving at Prosperity Capital Advisors. Prior to joining Prosperity Capital Advisors in 2023, Ashwini held roles at firms including ONETEAM FINANCIAL LLC, Atlas Advisory Group, and MSI Financial Services. Ashwini is involved in social security planning and serves as a speaker for financial professional training programs. Prosperity Capital Advisors is an SEC-registered firm that provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, and retirement plans. The firm emphasizes model-based, asset-allocation strategies and ongoing portfolio supervision using model suites from providers such as BlackRock, Dimensional, and Vanguard.

Bryan Bibbo is a financial advisor with Prosperity Capital Advisors in Avon, Ohio, holding a Series 65 designation and with 12 years of industry experience. He has worked at Petros Financial Group and has been affiliated with C2P Capital Advisory Group and JL Smith Holistic Wealth Management since 2010. Outside of advising, he provides tax preparation services, teaches financial education seminars through the American Financial Education Alliance, and serves on the board of the Arthritis Foundation of Ohio. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and provides a range of institutional and advisory services including trustee and charitable account management.

Blake Pysh is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and one year of industry experience. Prior to joining Prosperity Capital Advisors, he was associated with Hammer Financial Group and has experience working with community organizations such as Crossroads YMCA and Crown Point Cal Ripken Baseball. Prosperity Capital Advisors is an SEC-registered firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial advisors. The firm utilizes model-based, asset-allocation strategies with ongoing portfolio supervision and offers investment solutions including separately managed accounts and retirement plan services.

Tyler Huck is a financial advisor with Prosperity Capital Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Oxygen Financial. Outside of advisory work, he provides tax planning and Medicare solutions through Vickery Tax and Accounting and Vickery Medicare Solutions. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers services such as discretionary investment management, financial planning, and separately managed accounts.

Blake Smith is a CFP® with nine years of industry experience, currently serving as an advisor at Prosperity Capital Advisors. He is a 60% owner of Financial Partners, Inc., through which he manages his advisory and insurance business. Outside his financial work, Mr. Smith is a voting Board Member of the American Home Finding Association and co-chairs the Wapello County GOP. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management services to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

John Eikanger is a financial advisor at Prosperity Capital Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Prosperity Capital Advisors since 2015 and Atlantic Asset Advisors since 2014. Outside of advising, he is a licensed insurance agent selling life insurance on a commission basis and leases ATM machines locally as a side 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, and offers a range of non-advisory services and intermediary roles.

Anthony Swiderski is a financial advisor at Prosperity Capital Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include nearly a decade at LPL Financial and various positions in other industries, such as automotive sales at Key Acura of Gainesville. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers access to alternatives and structured products through third-party platforms.

Brian Minier is a financial advisor with Prosperity Capital Advisors in Westlake, OH, holding a Series 65 credential and bringing 10 years of industry experience. He has been with Prosperity Capital Advisors since 2015 and is also a partner in Keystone Financial Group. Outside of his advisory work, Mr. Minier is involved with the American Financial Education Alliance, conducting seminars to address financial illiteracy, and serves on the boards of Grace Fellowship Church and Encompass World Partners. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporate clients, 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 various investment vehicles and platforms.

David Griswold is a financial advisor at Prosperity Capital Advisors with two years of industry experience. He holds a Series 65 credential and has worked with Hammer Financial Group and C2P Capital Advisory Group, both affiliated with Prosperity Capital Advisors. Outside of advisory services, he is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-based, asset-allocation strategies supported by core and specialized model suites, along with advisor-directed portfolios and third-party sub-advisors.

Robert Kramer is a financial advisor with Prosperity Capital Advisors in Roseville, MN, holding a ChFC® designation and Series 63 license, with 39 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation before joining Prosperity Capital Advisors. Outside of finance, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and a competitive disc golf participant. Prosperity Capital Advisors is an SEC-registered firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other advisory clients. The firm employs model-based, asset-allocation investment strategies with ongoing portfolio supervision, utilizing core and specialized models from major providers alongside advisor-directed and third-party sub-advised portfolios.