Mc Eathren Herrera is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and three years of industry experience. Prior to joining Prosperitas in 2023, Herrera worked for the University of California, Santa Cruz Athletics & Recreation department from 2018 to 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages portfolios using a variety of investment vehicles and analytical approaches, and it is notable for disclosing predecessor performance and certain operational policies not commonly found among similar firms.

Jerry Citarella is a financial advisor at Prosperitas Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Next Financial Group Inc and Guardian Life. He is also the owner of Infinity Wealth Management, providing securities and investment advisory services. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a range of asset classes and employs a blend of analytical approaches to build and monitor individualized portfolios.

Ronald Mendoza is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Brookstone Capital Management and has been self-employed in life insurance sales since 2002. Mendoza continues to operate as a licensed life insurance agent, focusing on marketing and sales of life insurance and fixed annuities. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, particularly those nearing or in retirement. The firm implements proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning assistance.

Antonio De Frank is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. He joined Prosperitas Financial in 2025 after completing his undergraduate education in 2023. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering portfolio management, financial planning, and retirement consulting using a diverse range of investment strategies and third-party managers.

Ryder Bendrat is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Prosperitas, he held roles at Thelma's Cafe and Jerry Citarella Presents. Ryder’s background also includes work in energy and education sectors. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering a range of services including asset management, comprehensive portfolio management, and retirement plan consulting using a mix of analytical approaches and individualized portfolio construction.

Mark Petersen is a Series 66 licensed financial advisor with five years of industry experience, currently with Prosperitas Financial, LLC. He previously worked at NEXT Financial Group and spent 15 years with Petersen International Underwriters. Outside of advising, he is involved in marketing and graphic design through a separate business venture. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages diversified portfolios using a range of securities and employs a mix of fundamental, technical, sector, and cyclical analysis in its investment approach.

Scott Reiber is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes roles at Concorde Investment Services, SCF Investment Advisors, and World Financial Group. Outside of advisory work, he is a senior agent and broker associate with Redfin Corporation, focusing on real estate brokerage. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various account management strategies and third-party arrangements. The firm is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include work at Whole Foods and the Office of Congressman Mike Garcia. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a range of investment instruments and analytical approaches.

Dulce Vazquez is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. She has been affiliated with Prosperitas Financial since 2023 and previously worked at Park Regency starting in 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, financial planning, retirement consulting, and third-party adviser management using a variety of analytical approaches and individualized portfolio strategies.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas in 2025, she worked for Poole Shaffery from 2016 to 2021 and has been associated with Odom Law Group, APLC since 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million through 39 advisers and offers asset management, financial planning, retirement plan consulting, and third-party adviser management, employing a range of analytical approaches and individualized portfolio strategies.

Damon Simpson is a financial advisor with Mutual Advisors, LLC in Valencia, CA, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. His prior roles include positions at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of his advisory work, he owns and operates a tax preparation business where he serves as COO and enrolled agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plan participants, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, using a combination of active and passive investment strategies tailored to clients’ objectives, and manages a substantial asset base across multiple sectors.

Jeffrey Eisenberg is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He has been with Prosperitas Financial since 2023 and also has a long-standing role at Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of analytical approaches and investment vehicles.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He is currently with Prosperitas Financial, LLC and was previously president of Clark Asset Management + Associates, Inc., where he worked for 35 years. Outside of his advisory work, he maintained analytical support activities through his prior firm. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages roughly $812 million across 39 advisers and employs a range of analytical approaches to build and monitor individualized portfolios.

Grant Moulton is a financial advisor at Prosperitas Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and Edward Jones. Outside of his advisory role, he is involved with Blunt Wealth Services, where he provides financial planning support. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, and financial planning using a range of investment vehicles and both fundamental and technical analytical approaches.

Erica Zaragoza is a CFP® with eight years of industry experience, currently serving as an advisor at Prosperitas Financial, LLC since 2025. Prior to joining Prosperitas, she worked at GWN Securities for seven years and was employed by the Tustin Unified School District for two years. She is also active as an insurance broker. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 39 advisers, offering asset management and comprehensive financial planning supported by a mix of analytical approaches and selective use of third-party money managers.

Ryan Mittelman is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has one year of industry experience. He began his career at Prosperitas Financial in 2025 after completing his undergraduate education. Prosperitas Financial is a multi-team registered investment adviser with 39 advisers managing approximately $812 million for around 1,745 clients, including individuals, trusts, retirement plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and maintaining regular portfolio monitoring and rebalancing.

Daniel Donihue is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 credential and 19 years of industry experience. His prior roles include positions at Virtue Capital Management, LLC and Fusion Investment Advisors, LLC. Outside of advisory services, he operates a non-securities business under the name Community Estate Financial & Insurance Services, focusing on insurance products and mortgage-related case development. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture investment platform with tailored strategies, employing both fundamental and technical analysis across a broad range of asset types.

Andre Ramirez is a financial advisor at Concorde Asset Management, LLC with six years of industry experience. He holds a Series 66 credential and has worked at several firms including 1031 Securities Inc., SCF Investment Advisors, and World Financial Group. Outside of his advisory role, he serves as a referral agent for a student loan assistance service. Concorde Asset Management serves individual, high-net-worth, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs asset-allocation and model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory services and participant advice.

Kaisee Pelino is a financial advisor at Prosperitas Financial, LLC with two years of industry experience. In addition to advising, Kaisee has operated Kaisee's Bookkeeping Service since 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across a range of investment strategies, employing analytical approaches such as fundamental and technical analysis to build and monitor individualized portfolios.

Robert Clark is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He holds the Series 65 designation and has prior experience at PGT and Petersen International. Clark also supports employee benefits brokers by providing individual insurance solutions for executives. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million across diverse portfolios using a combination of analytical approaches and third-party money managers.