CLEVELAND, June 27, 2025 — JL Smith Holistic Wealth Management is proud to announce that Bryan Bibbo, AIF®, NSSA®, BPC®, CEPA®, President and CFO, has been named an AdvisorHub2025 Advisor to Watch in the RIA category as part of Prosperity Capital Advisors, our SEC-registered investment advisor (RIA).
This prestigious recognition highlights Bryan's exceptional leadership and commitment to client success within the wealth management field. With over 20 years in financial services, Bryan has championed JL Smith's innovative approach to families across Ohio, Florida, Minnesota, and Washington to achieve their financial goals through strategic planning and personalized service.
"Bryan's dedication to excellence and innovation has been fundamental to our growth," said Jason L Smith, CEO and founder. "His ability to connect with clients and translate their dreams into actionable financial plans exemplifies the values that drive our organization forward."
Bryan has been instrumental in implementing The Bucket Plan®, which strategically segments assets based on time horizon and risk tolerance. This approach, combined with comprehensive planning across all wealth management disciplines, has enabled the firm to deliver consistent results while building lasting client relationships.
"I am beyond proud to be recognized among many other talented financial professionals," said Bibbo. "I believe putting clients first always leads to meaningful outcomes and true success stems from understanding what matters most to each family we serve and building customized strategies around their unique needs."
About the Award Process
AdvisorHub’s 2025 'Advisors to Watch' ranking is based on three factors: scale (AUM, revenue, and client size), growth (year-over-year increases in assets, production, and households), and professionalism (regulatory record, team diversity, and community involvement). Rankings are based on AdvisorHub’s proprietary research and are invitation-only. This recognition is not indicative of future performance and does not guarantee success. It should not be construed as an endorsement by any client, nor is it representative of any client’s experience. No compensation was provided for this recognition. June 2025.
About JL Smith Holistic Wealth Management
JL Smith Holistic Wealth Management serves affluent individuals and families seeking sophisticated, tailored financial guidance. Our team specializes in retirement planning, tax optimization, legacy planning, and protection planning strategies, using our proprietary Bucket Plan® approach. JL Smith operates under Prosperity Capital Advisors, an SEC-registered investment adviser, which provides the regulatory framework and institutional resources that enable us to deliver exceptional value to our clients.
For more information, visit www.JLSmithGroup.com or call (440) 934-9181.