Built on ideas.
Refined by what works.
We help financial advisors define your position, develop a clear strategy, and execute marketing that drives meaningful growth.
OurMission
Prosperity Capital Advisors exists to help more American families achieve financial prosperity. Prosperity Financial Marketing exists to help more advisors reach them. Our mission is to take the marketing strategies that work inside our own advisory firms and put them to work for yours.
AboutUs
Prosperity Financial Marketing is the in-house marketing agency of Prosperity Capital Advisors, built exclusively for financial advisory firms. For an additional fee, our agreements allow you to leverage our agency as an outsourced marketing department or complimentary to your existing marketing resources.
AboutUs
Prosperity Financial Marketing is the in-house marketing agency of Prosperity Capital Advisors, built exclusively for financial advisory firms. For an additional fee, our agreements allow you to leverage our agency as an outsourced marketing department or complimentary to your existing marketing resources.
OurTeam
Meet our experienced team of financial marketing professionals with a deep understanding of impactful marketing practices and trends, the financial advisory space, as well as the unique solutions offered by Prosperity Capital Advisors.
OurServices
Whether you’re building your marketing foundation or ready to scale, we provide the strategic support and hands-on execution to match where your firm is today and where you want it to go.
MattSeitz
Chief Marketing Officer
As the Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, Matt has helped advisory firms spearhead digital growth and implement strategies to drive leads through streamlined marketing-sales funnels. For his efforts, Matt was recognized as a finalist in 2023 for outstanding executive leadership by ThinkAdvisor and CMO of the Year by WealthManagement.com.
Matt and his wife reside in Cleveland with their three children and are huge fans of Cleveland sports!
CaryChaitoff
Vice President of Marketing
Cary leads the Agency team working with advisors to deliver comprehensive marketing solutions. He has over 30 years of marketing experience working primarily in regulated industries and with local agents, franchisees, and advisors to achieve their marketing objectives.
Cary has two children, an incredible wife, and enjoys the theater, exercising, and officiating high school basketball.
ChelseaKonst
Marketing Director
At C2P, Chelsea pioneers the strategy, project management, implementation, and optimization of all forms of content for C2P, Prosperity Capital Advisors, and the many financial advisors served by C2P’s marketing agency. Chelsea is a multifaceted marketing professional with a passion for tailored and purposeful content messaging who has several years of experience in the marketing realm, as well as journalism, promotional communication, and digital media production.
When not ensuring the cohesive and quality nature of content for C2P and its advisors alike, Chelsea enjoys exploring creative endeavors, such as mixed media artwork and crafting.
MissyShermer
Digital Account Manager
Missy manages the Agency’s client relationships and communicates with advisors about their marketing needs and project updates while working with the Agency team to ensure we are exceeding all advisor’s expectations.
She has over seven years of content marketing experience, both in the finance sector and nonprofit sector, helping small businesses enhance their digital presence.
Outside of the marketing world, she is an avid painter who is obsessed with art and music production.
RobGhosh
Art Director
Rob leads all design efforts at C2P, Prosperity Capital Advisors (PCA), and The Agency, making every marketing material, in his words, “look pretty” and professional with his stellar design skills. He has more than 25 years of experience in graphic design and has been a driving force behind the company’s captivating signage, displays, and digital designs for the past five years.
When he’s not designing marketing materials for C2P or the advisors we serve, he enjoys spending time with his wife, Jill, and son, Riley, as well as traveling, mountain biking, and indulging in the latest cocktail culture trends.
OwenBrodhead
Digital Marketing Manager
Owen drives lead generation and social media by blending his digital marketing expertise with a tactical and nuanced approach to fuel impactful campaigns. Known for delivering measurable results in B2B and B2C, he is committed to supporting the success of C2P and Agency advisors through innovative strategies.
When not crafting results-driven marketing initiatives, Owen explores his creativity as a keyboardist with the Apostle Jones Band and enjoys songwriting, authentic local taco spots, and time with his family in Cleveland, Ohio—with his wife Alyse, their daughter, Olive, and their pet, Jameson.
MaddyGrimm
Marketing Content Writer & Strategist
Maddy writes engaging, high-converting copy across all our marketing platforms: blogs, emails, landing pages, podcasts, and more. For the past six years she has created compelling marketing and advertising content for a handful of industries (aviation, music, real estate, healthcare, and more) in both agency and in-house settings.
Maddy is a dedicated dog mom of three, a passionate music enthusiast, movie and TV connoisseur, and an avid coffee drinker.
MilaBennet
Marketing Content Writer
Mila is a dedicated writer and editor with over twelve years of creative, technical, and content writing experience. She has created B2B and B2C copy, brand literature, and advertising content within a diverse range of fields, including insurance, estate law, academic medicine, and fashion design.
At C2P, she crafts authentic and engaging multi-platform marketing content. With a sharp eye for detail and a passion for storytelling, she takes pride in working with clients to distill their brand voice, message, and ethos into memorable, compelling copy.
Beyond the word processor, Mila can be found buying too many books at her local bookstore or outside enjoying the many-splendored Ohio weather with her husband, son, and two rescue dogs.
GinaMoravec
Digital Media & Podcast Manager
Gina oversees the production of various podcast episodes and helps with the brainstorming and creation of various media.
She has over five years of podcasting experience in various positions where she has overseen and participated in basically every step of the podcasting process. Gina is always eager to learn, often by reading with her cat in her lap.
