Thayer Potter is a CFP® and CFA® with 27 years of industry experience. He is currently with Prospera Financial Services, Inc., where he has worked since 2022. His prior experience includes roles at Wells Fargo Advisors, Janney Montgomery Scott, Morgan Stanley, and Osprey Partners Investment Management. He serves as an advisory board member of Penn State Outreach. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Garrick Updegraph is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors Financial Network LLC and Morgan Stanley in various roles from 2004 to 2024. 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 and portfolio management through a range of advisory programs and platforms.

Nicole Crangle is a financial advisor with Prospera Financial Services, Inc. holding a Series 65 credential. She has one year of industry experience and has previously worked at Blattel & Associates and Starbucks. 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.

Stuart Miller is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Cutter & Company Brokerage and Ameriprise Financial Services Inc. Outside of his advisory role, he co-owns Burton Professional Offices, a commercial building in Burton, 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 financial planning and portfolio management through a variety of proprietary and third-party advisory platforms.

Susan Kyle is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and 23 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing between 2010 and 2026. Prospera Financial Services, Inc. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Joseph Crapanzano III is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Prospera Financial Services, Inc. in Mandeville, LA, with one year of industry experience. He is also the owner of JC3 Consulting LLC, a data science consulting business, and serves as the director of the Confirmation program at St. Catherine of Siena Parish. Additionally, he is an adjunct instructor at Tulane University School of Public Health and Tropical Medicine. 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 business entities through financial planning, portfolio management, and access to various advisory programs and platforms.

Kirk Halveland is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Prospera in 2025, he worked at Cutter & Company, Inc. for 17 years and at STIFEL for two years. Outside of his advisory role, he serves as a women’s JV soccer coach at Lutheran High School Association and is a distributor for a metabolic health company, educating others on metabolic supplements. 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 with a range of financial planning and portfolio management services, utilizing multiple advisory programs and third-party platforms.

David Chapman is a CFP® professional affiliated with Prospera Financial Services, Inc. He has 20 years of experience in the financial industry, including positions at Bank of America and Merrill. He currently serves as trustee of a family trust. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing over $14 billion in 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.

Brian Long is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Cutter & Company Brokerage, Inc. for 23 years before joining Prospera in 2025. Outside of advisory work, he is involved in financial planning through St. Louis Financial Group, LLC, manages a tax preparation business, and has experience as a freelance model. 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 businesses, offering financial planning, portfolio management, and access to multiple advisory platforms, including proprietary and third-party options.

John Christman is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He has held positions at Prospera since 2021 and previously worked at Dorsey & Company, Inc. from 2003 to 2021. Christman holds Series 63 and Series 65 licenses. 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.

Raymond Thompson is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Dorsey & Company, Inc. for 38 years before joining Prospera in 2021. Outside of his advisory role, he serves as President of Save Harahan, a non-investment related 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

April Harper is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Prospera since 2008. 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 and platforms.

Kenneth Price is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He worked previously at MICG Investment Management, LLC from 2001 to 2009 before joining Prospera in 2009. Outside of his advisory role, he is co-owner of PricePerkins LLC, an insurance agency, and volunteers for Staples Mill Road Baptist Church. 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 including their proprietary Summit programs and third-party platforms like Envestnet and SEI.

Hilary Pluemer is a CFP® with 37 years of experience in the financial industry. She has been with Prospera Financial Services, Inc. since 2015 and previously worked at Avantax Advisory Services from 2003 to 2009. Outside of her advisory role, she is the owner and sole proprietor of a business consulting firm that provides services to a retail clothing store. 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.

Jason Golembeski is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Painter, Smith and Amberg Inc. for six years and was involved with Hangar 24 Brewery LLC for seven 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Thomas Wyszynski is a financial advisor with Prospera Financial Services, Inc. in Hyannis, MA, holding Series 65, Series 63, and Series 66 licenses. He has 26 years of industry experience, including roles at MML Investors Services, Mass Mutual Life Insurance Company, Thrivent Financial, Charles Schwab, and Kadima Sun Investments. Prospera Financial Services, Inc. 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 high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Kristina Dunn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. since 2017. She previously worked at Summit Financial Group Inc. and Foreman Financial Group, where she continues an affiliation. Dunn is a board member and chairman of the finance committee for the Maryland Salem Children's Trust, a nonprofit role with no compensation. 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 and portfolio management through multiple advisory programs and platforms.

Jessica Moon is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. 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.

Daniel Mossakowski is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 license and 15 years of industry experience. He has worked at Prospera since 2014 and previously at Edward Jones from 2011 to 2014. Outside of his advisory role, he is a general partner in FiveFourThree 1, LLC, a business that provides baseball and softball training services for youth and professional athletes. 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.

Danny Chapman is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior work includes tenures at Wells Fargo Advisors Financial Network LLC and Merrill. He has been with Prospera since 2019. 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.