Broker Check

Our Team

Choosing an advisory firm is a big step toward your overall financial goals. 

Every person deserves a knowledgeable financial advisor they can comfortably communicate with. We believe that education, experience and industry knowledge assist our team in communicating with you and developing a program to help you pursue your goals.

Our team is comprised of diverse backgrounds, training and skill sets. Each team member has specialized interests that work cohesively to meet your changing needs.

Our team has allocated time and resources toward organizations that enhance and develop the community in which we live. We have served on boards, as leaders and volunteers at over twenty local and national organizations including professional, church, community and kids programs.

Advisors

Angela R. Brill, CFP®, AIF®, MBA, CDFA™

President / Financial Advisor

Angela Brill, CFP®, acts as President, Partner and Financial Advisor with Prosperity Advisors. She has been in the financial services industry since 1995, helping clients build a better future by providing unique advice tailored to...

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William T. Easley, CFP®, ChFC®, AIF®

SVP, Advisory Services / Financial Advisor

William joined Prosperity in the summer of 2009 after spending 9 years at Smith Barney in Kansas City. William has over 30 years of investment experience beginning in 1987 when he became Series 7 and 63 registered. Understanding the...

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Brett R. Jergens, CFA, CFP®

CIO / Investment Executive

Brett Jergens is the Chief Investment Officer at Prosperity Advisors and is a partner of the firm. As CIO, Brett leads the investment team and supervises research and development activities, provision of investment strategies, and...

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Joel S. Morrison, CFP®, CFS®

Partner / Financial Advisor

Since 2010, Joel has worked with hundreds of clients’ families, learning about them and guiding them through their unique challenges and celebrating in their successes. In 2017, he earned his CERTIFIED FINANCIAL PLANNER™...

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David T. Martin, CFP®

Partner / Financial Advisor

Dave joined Prosperity Advisors in 2011 after over four years as an internal revenue and compliance analyst at the Federal Reserve Bank of Kansas City. Dave enjoys providing his clients with comprehensive planning and financial...

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Ryan P. Forster, CFP®, AIF®

Partner / Financial Advisor

Ryan P. Forster, CFP®, AIF® Partner / Financial Advisor Ryan Forster is a Partner and Financial Advisor with Prosperity Advisors. His focus is to quiet the noise of the financial world to simplify financial planning. Ryan...
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Sean Tucker, CFP®

Financial Advisor

Sean joined Prosperity Advisors in 2022. Sean started his career as a Financial Advisor for Ameriprise in Riverside, CA, in 1997. He went into management for a couple of years and also worked a year in compliance. In 2004, an...

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Sam E. Wagner, CFP®

Financial Advisor

317.844.5100

317.844.2970

sam@crsindiana.com

In my role as an Investment Assistant at CRS, you will often see me in meetings with Mike. As a part of my desire to learn how to grow into a lead advisor, I take notes in meetings, walk clients through the financial planning process,...

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CRS Tax Solutions

Daniel R. Delaney, CPA

Team Accountant

317-844-5100

317-844-2970

daniel@crsindiana.com

As Team Accountant at CRS Tax Solutions, Daniel is responsible for tax reporting, counseling, processing, preparation, and review; as well as individual and business income tax filings. He also handles the bookkeeping for our clients...

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Lauren Zajac

Accounting Associate

317-844-5100

317-844-2970

lauren@crsindiana.com

In my role as tax specialist with CRS Tax Solutions, you will contact me to schedule meetings with our tax team, get updates on the status of your tax return and provide additional information for outstanding tax documents. To keep the...

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