Prosperity - An EisnerAmper Company

Peter Adams is a CFP® with 25 years of industry experience, currently serving at Prosperity - An EisnerAmper Company since 2024. His prior experience includes roles at Dai Securities LLC, Avantax Advisory Services, and HPG Wealthcare Advisors, among others. He is also licensed as an insurance agent involved in fixed annuity and insurance sales. Prosperity provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm’s investment approach focuses on asset allocation and diversified portfolios, supported by discretionary and non-discretionary management, independent managers, and third-party technology platforms.

Robert Fradella is a financial advisor at Prosperity - An EisnerAmper Company with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Coastal Pension Services and Consulting Actuaries Inc. Prosperity provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversified portfolios through discretionary and non-discretionary management, supported by third-party technology platforms and an affiliation with EisnerAmper and Eisner Advisory Group.

Robert Malone III is a financial advisor at Prosperity - An EisnerAmper Company in Raleigh, NC, with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and Hughes Pittman & Gupton LLP. Malone is also a partner at EisnerAmper, where he is involved in tax and accounting services. Prosperity provides investment planning, tax and estate planning, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversified portfolios supported by discretionary and non-discretionary management, third-party technology platforms, and integrated pension consulting services through its affiliation with EisnerAmper.

Steven Katzenstein is a financial advisor with Prosperity - An EisnerAmper Company in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Avantax Advisory Services, Hpg Wealthcare Advisors, and 1st Global Advisors. Katzenstein is also engaged in fixed insurance and annuity sales as a licensed insurance agent. Prosperity provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm’s investment approach focuses on asset allocation and diversified portfolios, utilizing discretionary and non-discretionary management, independent managers, and third-party technology platforms, supported by its affiliation with EisnerAmper and Eisner Advisory Group.

Jaime Facchino is a financial advisor at Prosperity - An EisnerAmper Company with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Alloy Investment Management. Facchino is currently a Relationship Manager at Prosperity, focusing on client presentations, financial planning, and customer service. Prosperity provides investment planning, tax and estate planning, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm emphasizes asset allocation and diversified portfolios supported by discretionary and non-discretionary management and leverages relationships with Independent Managers and third-party technology platforms.

Christopher Barrett is a financial advisor at Prosperity - An EisnerAmper Company in Boston, MA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of advising, he is also active as an insurance agent involved in fixed annuity and insurance sales. Prosperity serves individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans by providing investment, tax, estate, income protection, and retirement planning. The firm emphasizes asset allocation and diversified portfolios, leveraging discretionary and non-discretionary management alongside third-party technology platforms and integrated pension consulting services through its affiliation with EisnerAmper.

Erin Ansalvish is a CFP® professional with 14 years of industry experience, currently serving as a senior wealth advisor at Prosperity - An EisnerAmper Company. She has worked at Dai Securities, LLC since 2023 and previously spent 12 years at Triad Advisors Inc. Erin is also involved in insurance sales as a licensed agent. Prosperity provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversified portfolios, leveraging relationships with independent managers and technology platforms to support investment management and reporting.

Jennifer Mckinnon is a CFP® professional with 22 years of experience in the financial services industry. She is currently with Prosperity - An EisnerAmper Company and has prior experience with Avantax Advisory Services, Hpg Wealthcare Advisors, and 1 St Global Capital Corp. In addition to her advisory role, she is also licensed as an insurance agent involved in fixed insurance and annuity sales. Prosperity provides investment planning, tax and estate planning, retirement and income protection strategies, and financial consulting to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes diversified asset allocation, ongoing portfolio monitoring, and utilizes independent managers and third-party technology platforms, supported by its affiliation with EisnerAmper and Eisner Advisory Group.

Joseph De Martinis is a CFP® professional at Prosperity - An EisnerAmper Company with experience at EisnerAmper and Raich Ende Malter, Co. LLP spanning over 15 years. He is based in New York, NY. Prosperity serves individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans by providing investment planning, tax and estate planning, income protection, retirement planning, and financial consulting. The firm emphasizes diversified asset allocation and utilizes third-party technology platforms and independent managers to support portfolio implementation and reporting.

Elizabeth Broadway is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Avantax Advisory Services, 1st Global Advisors, and Hughes Pittman & Gupton LLP. She also serves as a partner at EisnerAmper, focusing on tax and accounting services, and engages in fixed insurance and annuity sales. Prosperity provides investment planning, tax and estate planning, retirement and income protection strategies, and financial consulting to a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm employs an investment approach centered on asset allocation and diversified portfolios, supported by discretionary management and third-party technology platforms, and benefits from its affiliation with EisnerAmper and Eisner Advisory Group.

Nancy Campbell is a financial advisor with Prosperity - An EisnerAmper Company, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Avantax Investment Services and Hpg Wealthcare Advisors, among others. Outside of her advisory work, she is a member of The Cozy Quilt Company LLC, a custom quilt-making business. Prosperity serves individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans, offering a range of financial planning and consulting services. The firm’s investment approach focuses on asset allocation and diversified portfolios, utilizing both discretionary and non-discretionary management supported by third-party technology platforms and an affiliation with EisnerAmper and Eisner Advisory Group.

Brian Thorkelson is a financial advisor with Prosperity - An EisnerAmper Company in Minneapolis, MN, holding Series 63, 65, and 66 licenses and possessing 15 years of industry experience. His career includes roles at DAI Securities, LLC, AdvisorNet Wealth Management, Cetera Advisor Networks LLC, Triad Hybrid Solutions, LLC, Triad Advisors, Inc., and Lurie Wealth Advisors. Prosperity provides investment planning, tax and estate planning, income protection, retirement planning, and financial consulting services to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversified portfolios through discretionary and non-discretionary management, supported by independent managers, sub-advisors, and third-party technology platforms, and is affiliated with EisnerAmper and Eisner Advisory Group for integrated pension consulting and CPA resources.

Peter Murphy is a financial advisor at Prosperity - An EisnerAmper Company with a Series 65 designation and one year of industry experience. His prior roles include positions at Dai Securities LLC, One Charles Private Wealth, and BlackRock Investments. Outside of finance, he has experience as an official with the Eastern Massachusetts Lacrosse Official Association. Prosperity provides investment planning, tax and estate planning, retirement planning, and financial consulting to a range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm emphasizes asset allocation and diversified portfolios supported by discretionary and non-discretionary management, ongoing monitoring, and partnerships with independent managers and sub-advisors.

Marc Scudillo is a CFP® professional with 29 years of experience in financial advising. He is currently with Prosperity - An EisnerAmper Company and has held prior roles at DAI Securities, EisnerAmper Wealth Management, Aurora Private Wealth, and EverBank. Outside of advising, he serves as Chief Financial Officer for two software technology companies, Smart Data Fusion, LLC and ShelfScreen, LLC. Prosperity provides investment planning, tax and estate planning, income protection, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm’s approach emphasizes asset allocation and diversified portfolios supported by discretionary and non-discretionary management, independent managers, and technology platforms, with access to integrated pension consulting and CPA resources through its affiliation with EisnerAmper and Eisner Advisory Group.

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 prior roles include positions at Avantax Advisory Services and 1st Global Advisors, Inc. He serves as a sole manager of a credit card processing marketing business and is an advisory board member for a local office of North State Bank. Prosperity provides comprehensive financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, charitable organizations, and retirement plans. The firm emphasizes asset allocation and diversified portfolios with discretionary and non-discretionary management, utilizing third-party platforms and maintaining affiliations that offer integrated pension consulting and CPA resources.