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Troy H
Series 63, Series 66
Kendallville, IN
Prospera Financial Services, inc.
Troy Hartman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors and Edward D. Jones & Co., L.P. He also serves as President of TCHB, LLC, a non-investment-related business. 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 multiple advisory programs through both proprietary and third-party platforms.
Brian F
CFP®, Series 66
Gonzales, TX
Prospera Financial Services, inc.
Brian Fees is a CFP® with 19 years of industry experience, currently advising clients at Prospera Financial Services, Inc. since 2007. He previously worked at Edward Jones for one year. Outside of his financial advisory role, he serves on the Texas Taxidermy Board of Advisors and provides taxidermy services, dedicating several hours weekly outside business hours without compensation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in 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.
Michael T
Series 66
Fort Myers, FL
Prospera Financial Services, inc.
Michael Trethewey is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Morgan Stanley Private Bank, and Merrill. 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 third-party platforms.
Michael N
Series 65, Series 66
Marion, IL
Prospera Financial Services, inc.
Michael Nichols is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cutter & Company Brokerage, Inc. for 21 years and Morgan Stanley DW Inc. for 2 years. Nichols is involved with Cutter Advisors, a DBA operating in multiple Missouri and Illinois locations. 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 platforms and programs.
David Y
Series 63
Dallas, TX
Prospera Financial Services, inc.
David Yarbrough is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Prospera Financial Services since 2000. 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 through financial planning, portfolio management, and access to multiple advisory programs and platforms.
Holly J
Series 63, Series 65
Maumee, OH
Prospera Financial Services, inc.
Holly Jensen is a financial advisor with Prospera Financial Services, Inc. in Maumee, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. She also serves as a board member and volunteer for the nonprofit Hoops and Loops for Kids LLC. 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 both proprietary and third-party programs.
Lisa L
Series 63, Series 66
Asheville, NC
Prospera Financial Services, inc.
Lisa Lawwill is a financial advisor with Prospera Financial Services, Inc. in Asheville, NC. She holds Series 63 and Series 66 registrations and has 28 years of industry experience. Lawwill has been with Prospera since 2006, following two years at Morgan Stanley DW Inc. 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, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.
Ricki W
Series 63, Series 65
Verona, WI
Prospera Financial Services, inc.
Ricki Wilson is a financial advisor at Prospera Financial Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prospera since 2021. Prior to this, he worked at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services, Inc. He has also operated Wilson Crone as a registered representative since 1990. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning and portfolio management through multiple advisory programs and third-party platforms.
Cindy T
Series 63, Series 66
Weatherford, TX
Prospera Financial Services, inc.
Cindy Tamborello is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at firms including Edward Jones, Wells Fargo Clearing Services, and UBS Financial Services. Outside of her advisory role, she co-owns a rental property business with her husband. 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 various advisory programs and platforms.
Michael G
Series 63, Series 66
Broussard, LA
Prospera Financial Services, inc.
Michael Goff is a financial advisor with Prospera Financial Services, Inc. in Broussard, Louisiana, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Prospera in 2019. Outside of his advisory work, he serves as a board member of the Le Triomphe Homeowners Association. 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 and programs.
Julian R
Series 63, Series 65
Metairie, LA
Prospera Financial Services, inc.
Julian Richards Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Dorsey & Company Inc., Morgan Keegan & Company, LLC, and UBS Financial Services. Outside of his advisory work, he is a partner in CLEARVIEW LLC, a commercial real estate and retail business. 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 and portfolio management through a variety of advisory programs and platforms.
Hannah T
CFP®, Series 66
Mandeville, LA
Prospera Financial Services, inc.
Hannah Tufts is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Prospera Financial Services, Inc., where she has worked since 2023. Prior to Prospera, she was employed at Brown Advisory from 2017 to 2023 and at Cambridge Associates from 2016 to 2017. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Travis G
Series 63, Series 65
Lafayette, LA
Prospera Financial Services, inc.
Travis Godley is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at UBS Financial Services and Edward Jones before joining Prospera in 2017. Godley serves as a board member of Hospice of Acadiana and is involved in a partnership operating Gardenview & Greenpoints Assisted Living, a non-investment-related business. 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 multiple advisory programs and platforms.
Timothy M
ChFC®, Series 63
Mandeville, LA
Prospera Financial Services, inc.
Timothy Mclanahan is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at M Holdings Securities, Inc. and Becker & Suffern, Ltd., where he continues to be involved. Outside of his advisory work, he serves as a board member for the Metropolitan Crime Commission, a nonprofit organization. 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, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.
Timothy B
Series 63, Series 65
Harrisburg, PA
Prospera Financial Services, inc.
Timothy Boyd is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at State Farm Investment Management Corporation and Northwestern Mutual Investment Management, as well as operating his own insurance agency. 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 multiple advisory programs and platforms.
Joel C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Joel Corbin is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Prospera since 2005 and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Lubbock Kappa Alpha House Corporation. 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 businesses, offering financial planning, portfolio management, and access to various advisory platforms and programs.
Michael T
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
Michael Taylor is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He worked at Edward Jones for five years before joining Prospera in 2012. Outside of his advisory role, he is the owner and CEO of Tavesco Incorporated, a holding company involved in real estate investments and rental income. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Clayton J
Series 66
Williamsburg, VA
Prospera Financial Services, inc.
Clayton James is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at MICG Investment Management, LLC, Merrill, and A. G. Edwards & Sons, Inc. He serves on the boards of the Gloucester Community Foundation and the Rosewell Foundation in Gloucester, VA. 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 multiple advisory programs and platforms.
Jonathan K
CFP®, Series 66
New York, NY
Prospera Financial Services, inc.
Jonathan Khalavsky is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Prospera Financial Services, Inc., where he has worked since 2024. Prior to that, he spent 12 years at TFS Securities, Inc. and four years at Merrill. Outside of his advisory role, he is involved in health insurance services for business owners. 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 platforms.
Raymond S
Series 63, Series 65
Boca Raton, FL
Prospera Financial Services, inc.
Raymond Saleeby Jr. is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining Prospera in 2025, he worked for Cutter and Company Brokerage, Inc. for 24 years. Outside of his advisory role, he is involved in consignment sales on eBay and owns an invention pending patent approval. 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 entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.
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