Danielle Helfrich is a financial advisor with Prospera Financial Services, Inc. and holds the Series 63 and Series 66 designations. She has 23 years of industry experience, including prior roles at National Life Group, Equity Services Inc, Charles Schwab, and Raymond James Financial Services. Outside of her advisory work, she volunteers with P.E.O. International, an educational support organization for women. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Thomas Pruzin is a financial advisor at Prospera Financial Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equity Services Inc and National Life Group. Before entering the financial services industry, he spent nearly four decades working in the funeral home business. Outside of advisory work, he is involved as an insurance producer with Hanger Insurance Group. Prospera Financial Services, Inc. is a multi-team firm serving a diverse client base including individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers investment advisory and financial planning services through multiple delivery platforms and customizable portfolio management options.

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. Davis is also associated with TrueWealth Advising Group, where she is involved in insurance and investment-related activities. Prospera Financial Services, Inc. serves a broad range of clients including individuals, corporate and charitable entities, and retirement plans. The firm employs multiple investment platforms and models, offering advisory and financial planning services through discretionary and non-discretionary portfolio management.