Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Shawn B
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
Shawn Baxter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Avantax Advisory Services, and 1st Global Advisors, 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 platforms and programs.
Carolyn F
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Carolyn French is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. She previously worked at UBS Financial Services and Citigroup Global Markets. Outside of her advisory role, she serves on several nonprofit boards and is president of the Shining Light Foundation, which provides financial assistance to individual children. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing roughly $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.
Jason B
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Jason Bednarz is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Prospera Financial Services since 2009 and previously held positions at RBC Capital Markets and Morgan Stanley DW Inc. from 1997 to 2009. 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 entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.
John C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
John Crook is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and Citigroup Global Markets. He serves as a board member of the Georgia Industrial Children's Home Foundation and is involved in several business ventures, including a land clearing business started with his son. 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, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Bobby B
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Bobby Boyd is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Prospera in 2007, he worked at Wells Fargo Investments and Morgan Stanley DW Inc. He also assists his wife with her internet sales business, Little Owl Products. 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 third-party platforms.
Robert T
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Robert Thorndike Jr. is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Davenport & Company LLC and MICG Investment Management, LLC before joining Prospera in 2010. Thorndike serves as a board member of the 31 Heroes Project. 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, providing financial planning, portfolio management, and access to multiple advisory programs and platforms.
Tim E
Series 63
Dallas, TX
Prospera Financial Services, inc.
Tim Edwards is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Prospera since 2000. Edwards is also involved in managing PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance products. Prospera Financial Services 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 business entities through a variety of advisory programs, portfolio management services, and third-party platforms.
Dax W
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Dax Williamson is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Summit Financial Group Inc. and Wells Fargo Advisors. Outside of his advisory role, he is a board member of Compass Community Credit Union and owns a junior drag racing team, Williamson Racing. Prospera Financial Services 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, portfolio management, and access to multiple advisory and third-party platforms.
Linda C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Linda Cartwright is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 42 years of industry experience. She has been with Prospera since 2005 and previously worked at LPL Financial and Morgan Stanley DW Inc. She holds the 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Brett W
Series 66
Dallas, TX
Prospera Financial Services, inc.
Brett Walter is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 19 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. He has been with Prospera since 2015. 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 and portfolio management through multiple advisory programs and platforms.
James H
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
James Hines is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He has held positions at Prospera since 2011, following roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Mr. Hines serves as Treasurer of Trail Life Troop 22 and volunteers with Beat Creek Bible Church Evergreen Ministry. 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.
Charles S
CFP®, Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Charles Seigler Jr. is a CFP® with 21 years of industry experience, currently serving clients at Prospera Financial Services, Inc. since 2016. Prior to joining Prospera, he worked at Capital Guardian Wealth Management, LLC for eight years and Mass Mutual Investors Services for two 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 platforms and programs.
Richard P
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Richard Pascuzzi is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Prospera since 2000 and owns PSE Wealth Management and Prospera Life & Annuity, Inc., offering financial planning and insurance products. Prospera Financial Services is a multi-team 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, providing financial planning, portfolio management, and access to various advisory programs through multiple platforms.
Charles E
Series 63
Dallas, TX
Prospera Financial Services, inc.
Charles Evans is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with 52 years of industry experience. He has held roles at Wells Fargo Clearing, RBC Capital Markets, and Morgan Stanley DW Inc. prior to joining Prospera in 2014. Evans holds a Series 63 designation. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.
Sonia B
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Sonia Biasatti is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Prospera since 2010. Outside of her advisory role, Biasatti is involved in cattle raising through her ownership of Cowless Ranch 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 various advisory programs and third-party platforms.
Kathleen G
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Kathleen Gerhardt is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Prospera since 2008. Gerhardt has also been self-employed since 1994. 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.
James M
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
James Mueller is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. Mueller is involved with PSE Wealth Management, where he provides financial planning and investment-related services. 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, offering financial planning, portfolio management, and access to various advisory programs and platforms.
Jeremy D
Series 66
Dallas, TX
Prospera Financial Services, inc.
Jeremy Day is a Series 66-licensed financial advisor with 13 years of experience at Prospera Financial Services, Inc. based in Dallas, TX. He has been with Prospera since 2013. 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.
Tamekia T
Series 66
Dallas, TX
Prospera Financial Services, inc.
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 S
CFP®, Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
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.
Alvin W
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
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.
Robert A
Series 63
Dallas, TX
Prospera Financial Services, inc.
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.
Erin T
Series 66
Dallas, TX
Prospera Financial Services, inc.
Erin Thomas is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Prospera in 2022, she worked at Tiago Title and US Realty Co, and spent over two decades at Spring Creek Academy. Outside of her advisory role, she also participates in part-time grocery delivery through Shipt and Instacart. 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 other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.
Mccall D
CFP®, Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
Mccall Dyke is a CFP® professional with 22 years of industry experience, currently affiliated with Prospera Financial Services, Inc. She has previously worked at Summit Financial Group Inc. and Summit Brokerage Services, Inc. Dyke also owns and operates Hello Sunshine Children's Boutique, a retail business unrelated to investment advisory services. 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 various advisory programs and third-party platforms.
Christopher P
Series 66
Dallas, TX
Prospera Financial Services, inc.
Christopher Pascuzzi is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 19 years of industry experience. He holds a Series 66 designation and has been with Prospera since 2008, following a one-year tenure at Citigroup Global Markets. Pascuzzi is also the owner and advisor of PSE Wealth Management, an independent financial planning and investment services firm. 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.
Casey W
Series 63
Dallas, TX
Prospera Financial Services, inc.
Casey Waits is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he serves as Treasurer for a nonprofit organization supporting the Frisco Mayor, with no involvement in financial control or 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 multiple advisory programs and platforms.
Ari B
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
Ari Baum is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. He has been with Prospera Financial Services since 2014. Outside of his advisory role, Baum serves on the finance committee of Magen David Yeshiva, is a board member and treasurer for the Council of Jewish Organizations of Flatbush, and coaches track and field at Yeshiva of Flatbush High School. 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 access to multiple advisory programs and platforms.
Christopher W
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
Christopher Wigington is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Manarin Investment Counsel Ltd, and Securities America Advisors, Inc. He has been with Prospera Financial Services since 2014. 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.
Zachary W
CFP®, Series 66
Dallas, TX
Prospera Financial Services, inc.
Zachary Wagner is a CFP® with six years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He previously worked at Wells Fargo Advisors and Ameriprise. Wagner is based in Dallas, TX. Prospera Financial Services 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 business entities, offering financial planning, portfolio management, and access to multiple advisory platforms.
April H
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
April Harper is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Prospera Financial Services since 2008. 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, as well as retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Kenneth P
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
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 P
CFP®, Series 63
Dallas, TX
Prospera Financial Services, inc.
Hilary Pluemer is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Prospera Financial Services, Inc. since 2015. Prior to joining Prospera, Hilary worked for six years at Avantax Advisory Services. Outside of advising, Hilary is the owner and sole proprietor of a business management consulting firm that provides consulting services to a retail clothing store. 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 platforms and programs.
James R
CFP®, Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
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.
Michael G
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
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.
Michael A
Series 66
Dallas, TX
Prospera Financial Services, inc.
Michael Arnold is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He has been with Prospera since 2015 and previously worked at Merrill for 18 years. Arnold holds a Series 66 designation and serves on the Lea County Planning and Zoning Board as well as the Lea County Sheriffs Posse on a volunteer basis. 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.
Richard F
CFP®, Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Richard Fennema is a CFP® professional with 31 years of industry experience. He has worked at Prospera Financial Services, Inc. since 2014 and previously held roles at Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves on the board of a homeowners' association and is part owner of a car rental business through Turo. 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 and portfolio management through multiple advisory programs and platforms.
David S
Series 63
Dallas, TX
Prospera Financial Services, inc.
David Stringer is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 41 years of industry experience. He has been with Prospera since 2000 and holds a Series 63 designation. Outside of his advisory work, he owns PSE Wealth Management and Prospera Life & Annuity, Inc., providing financial planning and insurance services. 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 other business entities, offering a range of financial planning and portfolio management services through both proprietary and third-party platforms.
Michael B
CFP®, Series 63
Dallas, TX
Prospera Financial Services, inc.
Michael Bless is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and operates Vintage Arabians, an Arabian horse farm. 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 third-party platforms.
Jana W
CFP®, Series 63
Dallas, TX
Prospera Financial Services, inc.
Jana Waters is a CFP® with 27 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2000. She is based in Dallas, TX and holds a Series 63 license. 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 C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Robert Cecil Jr. is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He has been with Prospera since 2000 and has operated his own firm, Robert Cecil & Associates, Inc. dba Cecil & C, since 1982. Cecil is also the owner of CecilCo, an independent retirement plan consulting service providing benefits and retirement plan administration to various companies. 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.
Wesley S
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
Wesley Shindler is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, he owns and manages two trucking companies focused on leasing cabs and tractors. 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.
David L
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
David Lynn is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. 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 through financial planning, portfolio management, and multiple advisory platforms, offering both discretionary and non-discretionary account management.
John C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
John Cervantes is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes roles at TCA Financial Group, LLC, A. G. Edwards & Sons, Inc., and UBS Financial Services. He serves on the board of Pine Lake Country Club. 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 both discretionary and non-discretionary account management.
David Y
Series 63
Dallas, TX
Prospera Financial Services, inc.
David Yarbrough is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Prospera Financial Services since 2000. 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 through financial planning, portfolio management, and access to multiple advisory programs and platforms.
Joel C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Joel Corbin is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has been with Prospera since 2005 and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Lubbock Kappa Alpha House Corporation. 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 businesses, offering financial planning, portfolio management, and access to various advisory platforms and programs.
Michael T
Series 63, Series 66
Dallas, TX
Prospera Financial Services, inc.
Michael Taylor is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for five years before joining Prospera in 2012. Outside of his advisory role, he is the owner and CEO of Tavesco Incorporated, where he serves as a board member involved in holding company activities related to real estate investments. Prospera Financial Services is a multi-team advisory firm with over 270 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 and portfolio management through various advisory programs and platforms.
Austin C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Austin Collins is a financial advisor at Prospera Financial Services, Inc. based in Dallas, TX, with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cambridge Investment Research and Whitley Penn. Outside of his advisory work, Collins has been employed in food and beverage services and quality assurance contracting. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, portfolio management, and access to multiple advisory programs, combining discretionary and non-discretionary account management with various model portfolios and third-party money managers.
Allen C
Series 63, Series 65
Dallas, TX
Prospera Financial Services, inc.
Allen Coskrey is a financial advisor with Prospera Financial Services, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Prospera since 2004. Outside of his advisory role, he is the owner of PBR Bucking Bulls. 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 with financial planning, portfolio management, and multiple advisory programs, incorporating both discretionary and non-discretionary account management.
Jessica E
Series 66
Dallas, TX
Prospera Financial Services, inc.
Jessica Ebuen is a financial advisor at Prospera Financial Services, Inc. in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. She previously worked at The Huntington Investment Company for 10 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, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters