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Kyle S
Series 65
Redlands, CA
Prospera Financial Services, inc.
Kyle Smith is a financial advisor at Prospera Financial Services, Inc. He holds a Series 65 designation and has two years of industry experience. Kyle's prior work includes roles at Interac and Farmers Insurance. 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.
William M
ChFC®, Series 63
Fort Myers, FL
Prospera Financial Services, inc.
William Meyer is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds the ChFC® and Series 63 designations and previously spent 39 years at Cutter & Company, Inc. Meyer serves as a board member and volunteer for Broken and Beautiful Ministries, a prison ministry organization. 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.
Jacqueline C
Series 66
Ballwin, MO
Prospera Financial Services, inc.
Jacqueline Castiglioni is a financial advisor at Prospera Financial Services, Inc. with 12 years of industry experience. She previously worked at Cutter & Company, Inc. for 14 years and Greater Image for 13 years. She holds the Series 66 designation. Prospera Financial Services is a multi-team advisory firm with over 270 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.
Breann S
Series 66
Norfolk, VA
Prospera Financial Services, inc.
Breann Savage Lyon is a financial advisor with Prospera Financial Services, Inc. in Norfolk, VA, holding a Series 66 designation and two years of industry experience. She has been with Prospera since 2018 and previously worked at Regent University from 2010 to 2018. 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 third-party platforms.
Raymond T
Series 63
Dayton, OH
Prospera Financial Services, inc.
Raymond Thomes is a financial advisor at Prospera Financial Services, Inc. with 62 years of industry experience. He holds a Series 63 designation and has worked at firms including Cutter & Company, Inc., Butler, Wick & Co., Inc., and Citigroup Global Markets. Outside of his advisory role, he is fully engaged with SJ Wolfe Investments, Inc., an investment company based in Dayton, Ohio. 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 a range of financial planning and portfolio management services through both proprietary and third-party platforms.
Coy W
Series 63, Series 66
Lafayette, LA
Prospera Financial Services, inc.
Coy Watson is a financial advisor with Prospera Financial Services, Inc. in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 18 years before joining Prospera in 2019. Outside of advising, Mr. Watson is involved in a non-investment business as a musician and participates in a separate business entity, Walala, 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 businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Lee H
Series 63, Series 65
Franklin, TN
Prospera Financial Services, inc.
Lee Handley III is a financial advisor with Prospera Financial Services, Inc. in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial and Ek Riley Investments, LLC. Handley also owns Handley Enterprises, a business entity used for managing business expenses and payroll. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Austin C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Austin Collins is a financial advisor with Prospera Financial Services, Inc. based in Dallas, TX. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work history includes roles at Cobra Trading, Cambridge Investment Research, and SmartPro Financial. Outside of advisory work, Collins has been employed in food and beverage services and quality assurance contracting. 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.
Ralph B
Series 63, Series 65
Crystal Lake, IL
Prospera Financial Services, inc.
Ralph Backe Jr. is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advisory work, he co-owns a vacation home in St. Petersburg, Florida. 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 third-party platforms.
Allen C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Allen Coskrey is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Prospera since 2004. Outside of his advisory role, he is the owner of PBR Bucking Bulls. Prospera Financial Services, Inc. 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 with financial planning, portfolio management, and multiple advisory programs, incorporating both discretionary and non-discretionary account management.
Jessica E
Series 66
Dallas, TX
Prospera Financial Services, inc.
Jessica Ebuen is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at The Huntington Investment Company for 10 years before joining Prospera in 2021. 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Tyler L
Series 66
Laconia, NH
Prospera Financial Services, inc.
Tyler Lewis is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks and Edward Jones. Outside of his advisory work, he is involved with Reed Wealth Management in a financial advisor capacity. 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.
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