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Alison, Dave

President of Wealth Management

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Dave Alison’s thought leadership has set a new standard for how financial advisors engage with complexity, particularly in areas like tax strategy, legislative change, and the responsible use of artificial intelligence. By developing scalable frameworks, education models, and advisor-ready resources for Prosperity Capital Advisors, he has influenced how advisors across the industry approach holistic planning, shifting the focus from siloed advice to integrated, client-centric strategies. His work on a One Big Beautiful Bill platform demonstrated that advisors can move from reactive to proactive, leading client conversations with clarity and confidence in the immediate aftermath of major legislative change. His AI-focused thought leadership has further advanced that same goal, helping advisors understand how emerging technology can enhance research, content development, marketing, operational efficiency, and firm management without replacing human judgment.