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Leading Financial Advisors Recognized with Excellence Awards

In a remarkable recognition of their dedication to the financial advisory profession, Dave Alison and Bryan Bibbo have been awarded the prestigious InvestmentNews 2025 Excellence Awards. They represent two prominent firms under the Prosperity Capital Advisors (PCA) umbrella. Alison leads Alison Wealth Management, while Bibbo is at the helm of JL Smith Holistic Wealth Management. Together, they exemplify the core mission of PCA to transform financial lives through tailored advisory services.

Acknowledging Outstanding Achievement

The InvestmentNews Excellence Awards are a hallmark of recognition in the wealth management industry. Alison was honored as the Advisor of the Year for the Southeast region, and Bibbo received the same accolade for the Midwest. These awards not only honor individual accomplishments but also highlight the impactful initiatives set forth by PCA's affiliated advisors.

"We are incredibly proud of both Dave and Bryan for this recognition which reflects their steadfast commitment to holistic financial planning and fiduciary standards," said Jason L. Smith, CEO of PCA and JL Smith. The words of Smith emphasize the profound influence that these two leaders have had, not just within their respective firms but across the entire advisory community they serve.

Commitment to Client-Centric Strategies

Dave Alison expressed his pride in receiving the award, noting that the mission at Alison Wealth Management is to simplify financial complexities for clients, whether they are successful business owners, affluent retirees, or ambitious professionals. His vision for financial planning goes well beyond numbers; it's about holistic strategies that encompass all aspects of clients' financial lives.

Bryan Bibbo echoed a similar sentiment, stating, "It’s an honor to be acknowledged among such impactful professionals. Our award reflects the heart of our mission to support American families through personalized and comprehensive strategies aimed at wealth growth and protection. At JL Smith, holistic wealth management drives everything we do." His experience, spanning more than two decades in finance, underscores his deep understanding of the industry.

National Recognition and Future Endeavors

In addition to this award recognition, Dave Alison also secured a spot on InvestmentNews' Top Advisors list for 2024. His inclusion in this list is a testament to his ongoing influence and the quality of service provided at Alison Wealth Management.

The process for selection as an Excellence Awardee involved rigorous evaluations conducted by the InvestmentNews Awards team, ensuring that only the highest-caliber candidates were honored. The 2025 winners will be announced at the dedicated awards dinner in New York City, scheduled for June 24, 2025.

About Prosperity Capital Advisors

Prosperity Capital Advisors is fortified by a robust network of fiduciary advisors dedicated to providing coherent financial solutions to clients nationwide. The firm’s holistic methodology emphasizes five foundational pillars of financial success: planning, asset management, tax management, protection planning, and legacy planning. With a team of seasoned professionals, including Certified Financial Planners and insurance specialists, PCA continues to set the benchmark for excellence in the advisory landscape.

For more information about their services and philosophy, interested parties can visit Prosperity Capital Advisors or contact them at (888) 240-0064. The firm is positioned to help clients navigate the challenges of modern financial thinking by delivering customized solutions tailored to individual needs.

The recognition of Alison and Bibbo at the 2025 Excellence Awards not only celebrates their personal achievements but also reflects the strength and collaborative spirit within the broader PCA network, making waves in the financial advisory profession.