Prosperity Capital Advisors' Advisors Recognized as Regional Finalists for InvestmentNews 2025 Excellence Awards

Prosperity Capital Advisors' affiliated advisors, Dave Alison and Bryan Bibbo, have been named InvestmentNews 2025 Excellence Awardees for Advisor of the Year -- Regional Southeast and Advisor of the Year -- Regional Midwest, respectively. This recognition comes on the heels of Alison's inclusion on InvestmentNews' Top Advisors 2024 list. The Excellence Awardees are determined through a rigorous five-stage methodology, involving nominations, research, and evaluation by an independent panel of industry leaders.

Key Takeaways:

• Dave Alison, CFP, EA, BPC, Founder and CEO of Alison Wealth Management, was recognized as an awardee for Advisor of the Year -- Regional Southeast.
• Bryan Bibbo, AIF, NSSA, BPC, CEPA, President and CFO at JL Smith Holistic Wealth Management, was recognized as an awardee for Advisor of the Year -- Regional Midwest.
• Both advisors are associated with Prosperity Capital Advisors (PCA), a nationally recognized, planning-first, SEC-Registered Investment Adviser (RIA) under C2P.
• The 2025 Excellence Awardees were selected through a five-stage methodology: nominations, research, evaluation by an independent panel, and a points-based system.
• The InvestmentNews Awards Dinner will announce the winners in each category on Tuesday, June 24, in New York City.
• Jason L Smith, Founder and CEO of PCA, praised Alison and Bibbo, stating, "Their continued commitment to holistic planning, fiduciary standards, and client-first outcomes sets the gold standard in our industry."
• Alison emphasized, "Our mission has always been to simplify our clients' financial lives through deeply coordinated, holistic planning for all aspects of our clients' lives."
• Bibbo highlighted, "At JL Smith, holistic wealth management isn't just a philosophy, it's how we serve, support, and plan."

Statistics:

• Over 20 years of financial experience bring a wealth of knowledge to Bryan Bibbo's leadership at JL Smith Holistic Wealth Management.
• The 2025 Excellence Awards honored over 1,500 nominations across the wealth management industry.
• The InvestmentNews Awards follow a rigorous five-stage methodology to identify and honor excellence in the wealth management industry.

Sources:

• InvestmentNews 2025 Excellence Awards
• Prosperity Capital Advisors (PCA)
• "Lessons from the 2024 InvestmentNews Excellence Awards" by Michael Kitces, NerdWallet