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Marina R
Series 63, Series 65
Visalia, CA
Prospera Financial Services, inc.
Marina Rodriguez is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she is involved in leasing a commercial building. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.
William H
Series 63, Series 65
Jennings, LA
Prospera Financial Services, inc.
William Hetzel is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Evangeline Bank and JD Bank. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
David S
Series 63
Dallas, TX
Prospera Financial Services, inc.
David Stringer is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. He has been with Prospera since 2000 and holds a Series 63 designation. Outside of his advisory work, he owns PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance services. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering a range of financial planning and portfolio management services through both proprietary and third-party platforms.
Yurij S
Series 63, Series 66
Lawrence, KS
Prospera Financial Services, inc.
Yurij Szelewycz is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Waddell & Reed, Inc., and Charles Schwab. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Amy A
Series 65, Series 63
Ballwin, MO
Prospera Financial Services, inc.
Amy Abrams is a financial advisor at Prospera Financial Services, Inc. She holds Series 63 and 65 licenses and has four years of industry experience. Prior to joining Prospera, she worked at Cutter and Company for nine years and Loomis for one year. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning and portfolio management through various advisory programs and third-party platforms.
Dylan H
Series 66
Midland, TX
Prospera Financial Services, inc.
Dylan Hale is a financial advisor at Prospera Financial Services, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for eight years before joining Prospera in 2020. Outside of his advisory work, he co-owns Level Wealth Management, an investment-related venture based in Odessa, Texas, with his spouse. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory platforms and programs.
Michael B
CFP®, Series 63
Dallas, TX
Prospera Financial Services, inc.
Michael Bless is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and operates Vintage Arabians, an Arabian horse farm. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.
Travis C
Series 66
Waco, TX
Prospera Financial Services, inc.
Travis Carver is a financial advisor at Prospera Financial Services, Inc. in Waco, TX, with 11 years of industry experience. He holds the Series 66 designation and previously worked for Waddell & Reed, Inc. for 10 years before joining Prospera and related firms in 2025. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Barry G
Series 65, Series 63
Ballwin, MO
Prospera Financial Services, inc.
Barry Gerdin Jr. is a financial advisor at Prospera Financial Services, Inc. with 35 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Prospera in 2025, he worked for Cutter & Company, Inc. for 33 years. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Brian F
Series 63, Series 66
Grapevine, TX
Prospera Financial Services, inc.
Brian Fox is a financial advisor with Prospera Financial Services, Inc. in Grapevine, TX, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Edward Jones. Outside of his advisory work, Fox is involved in real estate development and sales through his participation in BG Fox, LLC and Foxhawk, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms with a variety of management options.
John H
CFP®, Series 63, Series 65
South Burlington, VT
Prospera Financial Services, inc.
John Harm III is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Prospera Financial Services, Inc. After nearly 25 years with Wells Fargo and its clearing division, he joined Prospera in 2025. He also advises on various insurance products in a part-time capacity. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms including proprietary and third-party solutions.
Ralph F
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Ralph Fetrow is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes prior roles at PURSHE KAPLAN STERLING INVESTMENTS, InsightAdvisors, Kovack Advisors, and Invest Financial Corporation. Outside of advising, he is involved in horse care and leisure riding and serves as president of a non-investment-related real estate entity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Patrick S
CFP®, Series 66
Bridgeville, PA
Prospera Financial Services, inc.
Patrick Sweeney II is a CFP® with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and Ameriprise. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Joseph B
Series 63, Series 65
Irvine, CA
Prospera Financial Services, inc.
Joseph Bergin is a financial advisor with Prospera Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and over 41 years of industry experience. His prior work includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Wells Fargo Advisors, and CIBC World Markets. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.
Nicholas G
Series 63, Series 65
St. Peters, MO
Prospera Financial Services, inc.
Nicholas Gehrs is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.J.B. Hilliard, W.L. Lyons, LLC, Cutter and Company, and founded Green Bridge Wealth Advisors, where he continues to serve as a financial consultant and owner. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Jerry G
CFP®, Series 63, Series 65
Knoxville, TN
Prospera Financial Services, inc.
Jerry Goodman is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Goodman is also a public notary. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Steven A
Series 63, Series 65
Dayton, OH
Prospera Financial Services, inc.
Steven Allread is a financial advisor with Prospera Financial Services, Inc. in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He was previously with Cutter & Company, Inc. for 16 years before joining Prospera in 2025. Outside of his advisory role, he is involved with SJ Wolfe Investments, Inc., where he participates in management and trading activities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.
Joseph B
Series 63, Series 65
St. Peters, MO
Prospera Financial Services, inc.
Joseph Beck is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior positions include roles at Green Bridge Wealth Advisors, Cutter and Company, and J.J.B. Hilliards, W.L. Lyons, LLC. He is also involved in managing and operating Green Bridge Wealth Advisors as a financial consultant and owner. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.
Jana W
CFP®, Series 63
Dallas, TX
Prospera Financial Services, inc.
Jana Waters is a CFP® with 27 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2000. She is based in Dallas, TX and holds a Series 63 license. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Amanda S
Series 63, Series 66
West Des Moines, IA
Prospera Financial Services, inc.
Amanda Sheeder is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 registrations. Her prior experience includes roles at LPL Financial LLC, Athene Securities, and Voya Financial, among others. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.
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