Steven Behrle is a financial advisor with Prospera Financial Services, Inc. in Irvine, CA, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Wells Fargo Advisors Financial Network, and Prudential Equity Group. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Christina Mccaughey is a financial advisor at Prospera Financial Services, Inc. with 18 years of industry experience. She holds the Series 66 and Series 63 credentials and has previously worked at Ameriprise and AXA Advisors. Additionally, she is an owner and advisor of Alphera Wealth Advisors, LLC, a wealth advisory business. 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 by offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

James Ryan is a CFP®-certified financial advisor with 33 years of industry experience, currently at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Ryan also has a rental property business in Leawood, KS, which contributes a minor portion of his annual 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.

Jed Kutzen is a financial advisor at Prospera Financial Services, Inc. with 21 years of industry experience. He previously worked at LPL Financial for nine years before joining Prospera in 2014. Mr. Kutzen holds a Series 66 designation and also operates Kutzen Financial in Melrose, MA, dedicating a significant portion of his time to this 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 business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Gregory Hollingsworth is a financial advisor at Prospera Financial Services, Inc. in Metairie, LA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He worked at Dorsey & Company, Inc. for 31 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, retirement plans, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Michael Gomez is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advising, he is the owner of a real estate investment entity, Lamb-S Ear LLC. 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 various advisory platforms and programs.

David Cole is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He has held roles at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc., as well as Wells Fargo Clearing. He 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Rocky Montgomery is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Capital Guardian Wealth Management, LLC, OSAIC Services, Inc., Investors Capital Corp., and Eastern Point Advisors Inc. Outside of his advisory work, he owns TN K-9 Services LLC, a drug dog training 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, portfolio management, and access to multiple advisory programs and platforms.

Robert Podraza is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years before joining Prospera in 2021. In addition to his advisory role, Mr. Podraza serves as chairman of the finance committee at St. Matthews Lutheran Church in Perkasie, PA, and is a member of the board of directors for the Upper Bucks Chamber of Commerce. 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.

Natalie Nelson is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PIMCO Investments LLC. Natalie is also employed with PricewaterhouseCoopers, where she works on projects with the Morgan Stanley Global Capital Markets team. 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.

Stephen Crone is a CFP® and ChFC® with 36 years of industry experience. He is currently with Prospera Financial Services, Inc. and has held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, which includes insurance sales and services focusing on traditional life, disability, and long-term care insurance products. 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Joshua Howell is a CFP® professional with 30 years of industry experience. He currently works at Prospera Financial Services, Inc., joining the firm in 2023. Prior to that, Howell spent nine years with Wells Fargo Advisors and six years with Wells Fargo Clearing, following a decade at A. G. Edwards & Sons, Inc. He also owns and operates Howell Wealth Management, LLC in Punta Gorda, FL. 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 platforms.

Laura Silverberg is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Cutter & Company Brokerage, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She is also the owner of River Cities Financial 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

John Mayeux is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of advisory work, he volunteers with the Opelousas Pregnancy Center, dedicating a portion of his time to this nonprofit. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm provides financial planning and portfolio management services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities using a range of advisory programs and third-party platforms.

Mark Delp is a CFP® professional with 25 years of industry experience, currently serving at Prospera Financial Services, Inc. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years and A. G. Edwards & Sons, Inc. for six years. Outside of his advisory role, he is the owner of Institutional Wealth Consultants, where he prepares monthly income and expense reports for a CPA. 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.

Cynthia Whitman is a financial advisor at Prospera Financial Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cutter & Company, Inc. and Edward Jones. Outside of her advisory role, she volunteers with Great Pyrenees Rescue of Missouri and serves as a travel cruise escort during her personal time. 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.

James Smith is a financial advisor at Prospera Financial Services, Inc. with 45 years of industry experience. He previously worked at UBS Financial Services Inc. and Citigroup Global Markets. In addition to his advisory role, he serves as a trustee for the Newman Living Trust and is involved in a fixed insurance 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 other business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Christopher Bravender is a financial advisor with Prospera Financial Services, Inc. based in Metairie, LA. He holds the Series 66 designation and has 21 years of industry experience, including 22 years at Dorsey & Company, Inc. prior to 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, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Wilfred Carter is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Prospera since 2005, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he is the sole owner of WC Deo Volente Enterprise, 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, offering financial planning, portfolio management, and access to multiple advisory programs including those sponsored by PFS and third-party platforms.

Matthew Gaspar is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. 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.