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Rebecca R
Series 63, Series 66
Glen Allen, VA
Prospera Financial Services, inc.
Rebecca Reynaud is a financial advisor with Prospera Financial Services, Inc. She holds Series 63 and Series 66 designations and has 29 years of industry experience. Prior to joining Prospera in 2026, she spent 22 years at First Clearing, 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 programs and platforms.
James H
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
James Hines is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He has held positions at Prospera since 2011, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers with Beat Creek Bible Church Evergreen Ministry. 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.
Charles S
CFP®, Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Charles Seigler Jr. is a CFP® with 21 years of industry experience, currently serving clients at Prospera Financial Services, Inc. since 2016. Prior to joining Prospera, he worked at Capital Guardian Wealth Management, LLC for eight years and Mass Mutual Investors Services for two 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 platforms and programs.
Albert A
Series 63, Series 65
Memphis, TN
Prospera Financial Services, inc.
Albert Alexander Jr. is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. He held previous roles at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. He is involved in fiduciary consulting services and structured settlement brokerage. 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.
Nicholas O
Series 66
Irvine, CA
Prospera Financial Services, inc.
Nicholas Olivas is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Raymond James & Associates, Oppenheimer, Bank of America, and Merrill. Outside of his primary role, he owns and advises Bregma Private Wealth, a wealth management business. 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.
Jonathan R
CFP®, Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Jonathan Rawlings is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. in Dallas, TX. His prior roles include positions at Hilltop Securities, Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, Wells Fargo Advisors, and BOK Financial Securities. 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 programs and platforms.
Shawn M
Series 66
Wentzville, MO
Prospera Financial Services, inc.
Shawn Murff is a financial advisor at Prospera Financial Services, Inc. with nine years of industry experience. He previously worked at Edward Jones, Aim Financial Solutions LLC, and Cutter and Company Brokerage Inc. In addition to his advisory role, Murff works as an independent contractor soliciting and writing property and casualty insurance through The Silver McDonough Company. 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.
David B
Series 63, Series 65
Sarasota, FL
Prospera Financial Services, inc.
David Brown is a financial advisor with Prospera Financial Services, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Prospera in 2019, he worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory work, Mr. Brown is a certified flight instructor and volunteers for the U.S. Coast Guard Auxiliary. 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.
Erik L
Series 63, Series 66
Bad Axe, MI
Prospera Financial Services, inc.
Erik Lundy is a financial advisor at Prospera Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Advisor Networks LLC and Summit Financial Group. Lundy is also a board member of the St. Hubert Finance Committee. 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.
Richard P
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Richard Pascuzzi is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Prospera since 2000 and owns PSE Wealth Management and Prospera Life & Annuity, Inc., offering financial planning and insurance products. Prospera Financial Services is a multi-team 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, providing financial planning, portfolio management, and access to various advisory programs through multiple platforms.
Laura G
CFP®, Series 66
Norfolk, VA
Prospera Financial Services, inc.
Laura Gwathmey is a financial advisor at Prospera Financial Services, Inc. with seven years of industry experience. She holds the CFP® designation and Series 66 license. Gwathmey has been affiliated with Dominion Capital Partners since 2015, where she serves as an owner and advisor. 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 various advisory programs and third-party platforms.
Charles E
Series 63
Dallas, TX
Prospera Financial Services, inc.
Charles Evans is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 52 years of industry experience. He has held roles at Wells Fargo Clearing, RBC Capital Markets, and Morgan Stanley DW Inc. prior to joining Prospera in 2014. Evans holds a Series 63 designation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.
Melissa M
Series 66
Franklin, TN
Prospera Financial Services, inc.
Melissa Magill is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, E.K. Riley Investments, LLC, and Franklin Templeton Investments. Magill is also involved with Cascade Wealth Management as an investment representative. 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 entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.
Brian B
Series 63, Series 66
Mandeville, LA
Prospera Financial Services, inc.
Brian Becker is a financial advisor with Prospera Financial Services, Inc. in Mandeville, LA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at M Holdings Securities, Inc. and Becker & Suffern, Ltd. Outside of investment advising, Mr. Becker serves on the advisory board for the American College Center for Ethics and is involved in consulting and insurance-related business activities. 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 third-party platforms.
Bryan B
Series 63, Series 66
Colleyview, TX
Prospera Financial Services, inc.
Bryan Bernard is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and offering 36 years of industry experience. He has been with Prospera since 2002. Bernard is also the owner of Silverthorn Investments, where he provides investment services for individuals, business owners, and corporations. 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.
Brittany S
Series 63, Series 66
Incline Village, NV
Prospera Financial Services, inc.
Brittany Surina is a financial advisor at Prospera Financial Services, Inc. with 13 years of industry experience. She previously worked at Morgan Stanley and City National Bank. Outside of her advisory role, she operates a book blog and maintains a social media presence related to it. 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.
Linda B
Series 63, Series 66
Monticello, NY
Prospera Financial Services, inc.
Linda Barriger is a financial advisor with Prospera Financial Services, Inc. in Monticello, NY, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with Prospera since 2009. Outside of her advisory role, she serves as a board member of the Kiwanis Club of Monticello, contributing to community service activities. 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 other entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Judy M
Series 63, Series 65
Austin, TX
Prospera Financial Services, inc.
Judy Moore is a financial advisor at Prospera Financial Services, Inc. in Austin, TX, with 50 years of industry experience. She has been with Prospera since 2000 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is an independent distributor for Youngevity, a company selling nutrition and skin care products, and volunteers as a precinct chairperson for a local nonprofit in Austin. 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.
Dennis P
Series 66
Glen Allen, VA
Prospera Financial Services, inc.
Dennis Perkins Jr. is a Series 66-credentialed advisor with 22 years of industry experience. He has been with Prospera Financial Services, Inc. since 2009 and previously worked at MICG Investment Management, LLC from 2004 to 2009. Outside of his advisory role, he is co-owner of an insurance agency, PricePerkins LLC, and serves on the stewardship committee as well as acting as a trustee, power of attorney, and executor for Gwathmey Baptist Church. 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, offering financial planning, portfolio management, and access to various advisory programs through multiple platforms.
Adam P
Series 66
Glen Allen, VA
Prospera Financial Services, inc.
Adam Price is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes various roles at Liberty University and Nasdaq Dorsey Wright. 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 and portfolio management through multiple advisory programs and platforms.
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