Prosperity Financial Group, Inc.

Cesar Dantes is a financial advisor at Prosperity Financial Group, Inc. in San Ramon, CA, with 28 years of industry experience. He has been with Prosperity Financial Group since 2010. He holds a Series 63 designation. Prosperity Financial Group, Inc. offers asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a multi-adviser team structure and employs various analysis methods while overseeing tailored portfolios that may include stocks, bonds, ETFs, mutual funds, options, and other investments.

Emmett Peck is a CFP® with 27 years of industry experience, currently serving as an investment advisor representative at Prosperity Financial Group, Inc. He has worked at Fortune Financial Services and J.P. Morgan Securities LLC, among other firms. Outside of finance, he is involved with the National Ski Patrol, providing customer service for an organization dedicated to on-mountain safety and emergency care. Prosperity Financial Group, Inc. offers asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes a multi-adviser team structure and employs multiple analysis methods while overseeing tailored portfolios that include a range of public and private investments.

Ankit Sahu is a financial advisor at Prosperity Financial Group, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Prosperity Wealth Management. Outside of his advisory role, he is involved in real estate development as a member of Sahu Brothers LLC. Prosperity Financial Group, Inc. serves individuals, high-net-worth clients, trusts, estates, and business entities, offering asset management, financial planning, and consulting through a multi-adviser team. The firm uses a variety of analysis methods and employs sub-advisors or third-party money managers to tailor and supervise portfolios on a continuous basis.

Andrew Agosta is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Prosperity Financial Group, Inc. since 2025 and previously spent 11 years with First Trust Portfolios, L.P. Andrew serves as Vice President of Prosperity Financial Group in San Ramon, CA. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and utilizes a variety of investment analysis methods while overseeing tailored portfolios that include a wide range of public and private investments.

Martin Troiani is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fortune Financial Services, Cetera Advisors LLC, First Allied Securities LLC, and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved as an insurance agent. Prosperity Financial Group, Inc. offers asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a multi-adviser team approach and employs multiple analysis methods to tailor portfolios, which may include stocks, bonds, ETFs, mutual funds, options, and other investments.

James Hebert is a financial advisor at Prosperity Financial Group, Inc. in San Ramon, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Insight Wealth Strategies, LLC, EP Wealth Advisors, Bha Select Network, LLC, and Brighton House Associates, LLC. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a multi-adviser team structure and employs diverse investment analysis methods while overseeing portfolios that include a range of public and private investments.

Jamie Hargrave is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Prosperity Financial Group since 2015 and also serves as an independent insurance agent with CSI Financial Group. Additionally, Hargrave is the CEO and founder of Cadence Capital Investments, a commercial real estate investment agency. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and offers tailored portfolios using a range of investment methods and third-party money managers.