Jay Slouffman is a financial advisor with Prospera Financial Services, Inc. in Manson, Ohio, holding a Series 63 designation and bringing 25 years of industry experience. His career includes 16 years at Edward Jones before joining Prospera Financial Services in 2017 and Independent Financial Partners in 2026. Outside of his advisory work, he manages several rental properties. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, with a combination of discretionary and non-discretionary management options.

Craig Gissy is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Prospera Financial Services, Inc., joining in 2025 after 12 years at Cutter & Company, Inc. and four years at Edward Jones. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing over $14 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 third-party platforms.

Amy Ochs is a Series 66 licensed financial advisor at Prospera Financial Services, Inc. with two years of industry experience. She previously worked at Wells Fargo Advisors for seven years and at Anderson Clinical Research for five years. 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.

Peter Deluyker is a financial advisor at Prospera Financial Services, Inc. with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine 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.

Patrick Suffern is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been a partner at Bsm Partner, LLC since 2009 and has been associated with Becker Suffern McLanahan, Ltd. since 1983. Outside of advising, he serves on the board of the Catholic Community Foundation Archdiocese of New Orleans and the New Orleans Estate Planning Council, and is involved in thoroughbred horse racing through Silver Julep Cup Stables, 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, and charitable organizations, offering financial planning, portfolio management, and multiple advisory programs through a combination of in-house models, sub-advisers, and third-party platforms.

Matthew Herrick is a financial advisor with Prospera Financial Services, Inc. in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of his advisory work, Herrick maintains a law practice and is involved as an investor in an enterprise AI startup. 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 with both discretionary and non-discretionary management options.

Robert Botel is a financial advisor at Prospera Financial Services, Inc. with 32 years of industry experience. He has held his current position at Prospera since 2006. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as trustee, power of attorney, and executor for two related residence trusts without compensation. 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.

Megan Reynolds is a financial advisor at Prospera Financial Services, Inc. with two years of industry experience. She holds a Series 66 credential and has prior work experience at Goldman Sachs. 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.

Tamekia Thompson is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 17 years of industry experience. Her prior experience includes roles at Wunderlich Securities, Raymond James & Associates, Kestra Investment Services, and other firms. 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 through both discretionary and non-discretionary arrangements.

Carolyn Sterling is a CFP®-designated financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 28 years of industry experience. She worked for Hd Vest Advisory and H.D. Vest Investment Securities, Inc. from 1995 until joining Prospera in 2022. Mrs. Sterling serves as a board member and secretary for the Young Men's Service League in Plano, TX. Prospera Financial Services 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, charities, and businesses, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Scott Blattel is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Blattel has been associated with Blattel and Associates since 2000 and Cutter & Company Brokerage, Inc. from 2000 to 2025. Outside of his advisory role, he is involved with Blattel & Associates, where he offers term insurance products through Banner Life. 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, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.

Michael Du Boise is a CFP® with 24 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Outside of financial advising, he is a partner in Bigtime Living LLC, a non-investment-related business. Prospera Financial Services, Inc. is a multi-team advisory firm managing approximately $14.4 billion in client assets across individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through various advisory programs and platforms, combining discretionary and non-discretionary management with model portfolios and third-party money managers.

Alvin Walk is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab, Morgan Stanley, 1st Global Advisors, and Waddell & Reed. Outside of his advisory work, Alvin is a musician who plays trumpet and performs with various groups at his church. 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.

John Rossi is a financial advisor at Prospera Financial Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services and Morgan Stanley. Outside of his advisory work, Rossi serves as treasurer for a nonprofit PAC opposing a local housing project and is also treasurer for his son's high school dads club. 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.

Jeffrey Speicher is a financial advisor with Prospera Financial Services, Inc. in Durango, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. He serves as a board member of Durango BMX. 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.

Robert Albritton Jr. is a financial advisor at Prospera Financial Services, Inc. with 39 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as a trustee and executor for several marital estates and trusts, dedicating a portion of his time to overseeing these non-investment related responsibilities. 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.

Steven Morris is a financial advisor with Prospera Financial Services, Inc. in Mt. Pleasant, SC. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 20 years at Prospera. 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.

Craig Freebersyser is a CFP® professional with 24 years of industry experience. He is currently with Prospera Financial Services, Inc. and has previously worked at Cutter & Company, Inc., B. Riley Wealth Management, Merrill, and Ameriprise. 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.

Robin Foreman is a CFP® professional with 39 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2017. She previously worked with Summit Financial Group Inc. and Summit Brokerage Services, Inc. and has operated Foreman Financial Group since 1999. Outside of her advisory role, she facilitates Financial Peace University and serves as a trustee and executor for an estate. 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 multiple advisory platforms with both discretionary and non-discretionary account management.

Stephen Schuller is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. He previously worked at Dorsey & Company, Inc. for 30 years before joining Prospera in 2021. Outside of his advisory role, he manages Stephen Schuller, LLC, a business brokerage consulting on the purchase and sale of operating businesses through the Florida Business Exchange. 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.