Employee Profile

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Jason Smith

Jason Smith

CEO | President

Primary Role: Estate and retirement income planning. Jason is an Ed Slott Elite IRA Advisor and Certified Estate Planner (CEP), and he holds various additional designations within the industry. These, combined with his fifteen years of experience in financial services yield his success. Jason serves his community through the Big Brothers/Big Sisters program, Make-A-Wish Foundation, and Avon Historical Society. He enjoys boating, traveling, and is a Cleveland Browns fan. Most of all, he enjoys spending time with family and friends.

Phone: (440) 934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Clinton Pelfrey

Clinton Pelfrey

Chief Financial Officer

Primary Role: Investment analysis and wealth management. Clinton Pelfrey is a highly successful securities analyst, acclaimed fund and portfolio manager and the President, Chief Investment Officer and Partner of Prosperity Capital Advisors and Chief Investment Officer and Partner of Clarity 2 Prosperity Advisory Group. As CIO, Pelfrey develops comprehensive asset management strategies for clients, provides a full array of investment products for advisors and works to build alliances between advisors, clients and their strategic partners. Pelfrey, an Accredited Fiduciary Investment Manager (AFIM), has been in the financial services industry for more than two decades where he has served a variety of roles in the design, acquisition and management of proprietary fund models.

Phone: (440) 934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Jeff Warnkin

Jeff Warnkin

CPA, CFP

Primary Role: Estate, financial, and retirement income planning Jeff is a 25 year veteran of the financial services industry. He is a Certified Public Accountant and a Certified Financial Planner. These certifications, along with his extensive professional experience, uniquely position Jeff to assist families in conquering life’s biggest challenges. Jeff is a lifelong resident of Northeast Ohio currently residing in Avon, OH. He enjoys spending free time with his wife and three children and traveling.

Phone: 440-934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Dave Alison

Dave Alison

Vice president

Primary Role: Estate, financial, and retirement income planning. David brings more than six years of experience in the financial services industry. After starting his career in personal sales, he spent the next five years as a senior vice president of marketing with a financial services organization and SEC Registered Investment Advisory Firm. David has a degree from Bowling Green State University where he majored in finance. He holds his life, health and variable annuity, and Series 65 licenses. Currently, David is a Level 1 Candidate in the CFA Program. He enjoys boating, fishing, sports, spending time with family and friends, and is an avid Cleveland sports fan.

Phone: (440) 934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Bryan Bibbo

Bryan Bibbo

Director of Marketing | Tax Advisor

Primary Role: Tax preparation and internal marketing operations. Bryan is a Kent State graduate with his bachelor’s degree in accounting. With his positive attitude and strong commitment to success, Bryan loves working with people on both a professional and personal level. He enjoys time with family and friends outdoors by boating, fishing, and snowboarding in the winter.

Phone: (440) 934-9181 Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Ronald Skowronsky

Ronald Skowronsky

Financial Advisor

Primary Role: Securities analysis and sales. Ron is an investment analyst. As such, he serves the firm via management of stock, bond, and mutual fund portfolios. He enjoys horse breeding and training. He and his wife, Kerry, live in Sullivan on a small horse farm.

Phone: (440) 934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Jim Wukie

Jim Wukie

Financial Advisor

Primary Role: Securities analysis and sales. Jim brings twenty years of investment management experience to the organization. Prior to joining JL Smith Group, he was the principal of Wukie Investment Management. Jim enjoys boating, travel, sports, and family.

Phone: (440) 934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Jennifer Mackert, MBA

Jennifer Mackert, MBA

Chief Operations Officer | Special Projects Manager

Primary role: Internal operations and financial planning. Jennifer Mackert is the Chief Operating Officer of JL Smith Group. She has an extensive background within the financial arena that she has obtained during her 15 year career. While previously employed by McDonald Investments / Key Bank, Jennifer contributed to various investment operations groups and was then responsible for the portfolio management of approximately $100 million dollars in trust and individual account assets. Jennifer also teaches finance courses at a local college. She enjoys spending time with family and friends, boating, and baseball.

Phone: (440) 934-9181 Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Sharon Jensen

Sharon Jensen

Client Services Administrator

Primary role: Client Service. Sharon brings 18 years of experience in pension administration to the company. She has worked exclusively in client administration for 15 years, providing excellent customer service. Sharon enjoys working with clients to ensure resolution and customer satisfaction. She lives in Westlake with her husband Duane. She enjoys bowling, fitness activities, and spending time with her children and grandson.

Phone: (440) 934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Holly Smith

Holly Smith

Office Manager | New Business Director

Primary role: Office management and new account facilitation. Holly holds a Bachelor of Arts degree in Professional Writing and Editing. Following a ten year career with the Social Security Administration, Holly came to work with the firm in 2005 and enjoys playing a role in the development and growth of JL Smith Group. She holds her life & annuities license. She is a member of Avon Historical Society and likes to spend her free time with family and friends, as well as spending time on Lake Erie and traveling.

Phone: (440) 934-9181Email

http://www.jlsmithgroup.com/wp-content/themes/c2p_agent/images/employee_profile/Kristen Jeffries

Kristen Jeffries

Accounting Assistant | Receptionist

Kristen graduated from Ohio University with her bachelor's degree in Accounting and a financial sales certificate in 2010. She is currently pursuing her Masters in Accountancy degree at Cleveland State University as well as her CPA License. Kristen enjoys spending time with family, friends, and her dog. She is a devoted Cleveland sports fan and loves learning new things.

Phone: (440) 934-9181Email


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Advisor is an affiliate of Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.