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 Certified Financial Planner (CFP®) with 10 years of industry experience, currently affiliated with Prosperity Capital Advisors. Her prior experience includes eight years at Horace Mann Investors and associated entities. Outside of her advisory role, she conducts financial literacy seminars with the American Financial Education Alliance and serves on the board of the Gold Country Stampede La Crosse club. She also created Women's Wealth Collective, a platform for seminars targeting women investors. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios, specialized strategies, and access to alternative solutions.

Troy Stine is a financial advisor with Prosperity Capital Advisors in Lake Charles, LA, holding a Series 63 designation and 26 years of industry experience. His prior roles include nearly a decade at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. He is active in financial education as the chapter president of the American Financial Education Alliance and an instructor for the Society of Financial Awareness. Additionally, Mr. Stine serves on the City of Lake Charles Alcohol Review Board and operates his own tax and wealth planning firm. Prosperity Capital Advisors provides 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 core risk-based portfolios, specialized strategies, and access to alternative investments, serving a broad range of clients including separate advisors and institutional investors.

Jake Giles IV is a financial advisor at Prosperity Capital Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and Pure Wealth Strategies. Outside of his advisory work, Mr. Giles 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 a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative strategies across various platforms.

Scott Kaup is a CFP® with 44 years of industry experience, currently serving at Prosperity Capital Advisors. His prior roles include positions at Cetera and Summit Financial Group, among others. Outside of advisory work, he owns and operates Kaup’s Financial Advisors, Inc., which provides tax preparation, accounting, and insurance services, and he serves as treasurer for local government entities in Nebraska and South Dakota. Prosperity Capital Advisors offers 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, and alternative strategies, while also providing institutional and sub-advisory services.

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® professional with 35 years of industry experience, currently serving at Prosperity Capital Advisors. Prior to joining Prosperity Capital Advisors, Ashwini was affiliated with ONETEAM FINANCIAL LLC, M HOLDINGS SECURITIES, Inc., and Atlas Advisory Group. Ashwini is involved in social security planning and financial professional training programs. 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 utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

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.

Tyler Huck is a financial advisor at Prosperity Capital Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Kestra Advisory and NFP Advisor Services. Outside of advisory work, Mr. Huck provides tax planning and preparation services and assists clients with Medicare solutions. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base that includes 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 through various platforms.

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 with Prosperity Capital Advisors in Alachua, FL, holding Series 65 and Series 66 licenses and nine years of industry experience. His work history includes roles at Heritage Financial, Key Acura of Gainesville, and Eventplicity. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, 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 it also offers institutional services and intermediary roles such as TAMP and sub-advisory solutions.

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 one year of industry experience. He holds a Series 65 designation and has previously worked at Hammer Financial Group and FedEx Ground. In addition to his advisory role, Mr. Griswold is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, 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 also offers institutional and sub-advisory services.

Robert Kramer is a financial advisor at Prosperity Capital Advisors with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, and VSR Advisory Services. Outside of advising, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and participates in competitive disc golf tournaments. 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 using a variety of mutual funds, ETFs, and alternative strategies, and offers institutional services such as TAMP and sub-advisory solutions.