Jacksonville, FL Office

Jeannette Bajalia is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Petros Advisory Services and JL Smith Holistic Wealth Management. Bajalia is the founder and president of Woman's Worth LLC, through which she speaks on holistic wealth management, and she also conducts financial literacy seminars with the local chapter of the American Financial Education Alliance. 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 and specialized strategies across various asset providers and platforms.

William Guthrie is a CFP® with 11 years of industry experience, currently affiliated with Prosperity Capital Advisors. His prior roles include positions at Merrill, Bank of America, and Community First Credit Union. He is a member of the American Financial Education Alliance and conducts financial literacy seminars without compensation or product sales. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm utilizes a model-driven, multi-sleeved investment approach incorporating mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Farrin Schetter is a financial advisor at Prosperity Capital Advisors with one year of industry experience. She holds a Series 65 credential and has prior experience working at JL Smith Holistic Wealth Management and JL Trent's Seafood and Grill, where she also worked as a server. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors is an SEC-registered enterprise adviser providing financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies using core and specialized model suites, with services that include Turnkey Asset Manager Programs, sub-advisory roles, and separately managed accounts.