Danielle Helfrich is a financial advisor at Prospera Financial Services, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with firms including National Life Group, Equity Services Inc, Charles Schwab, and Raymond James Financial Services. Outside of her advisory role, she is involved with P.E.O. International, providing educational support for women. 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.

Thomas Pruzin is a financial advisor at Prospera Financial Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at Equity Services Inc and National Life Group. Prior to his financial career, he spent nearly four decades working in family-owned funeral home businesses. Prospera Financial Services is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs, combining discretionary and non-discretionary account management with a variety of model portfolios and third-party platforms.

Alana Davis is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., National Life Group, and Equity Services Inc. Outside of her advisory role, she is involved with TrueWealth Advising Group, focusing on insurance and investment-related activities. 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.