Dublin, OH Office

Andrew Cuprisin is a CFP® professional with 23 years of industry experience. He is currently with Prospera Financial Services, Inc., having joined in 2026, and previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is involved with Tri-Oak Financial, LLC, a firm focused on wealth management. Prospera Financial Services, Inc. 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory platforms, including proprietary and third-party programs.

Jordan Matola is a financial advisor with Prospera Financial Services, Inc. in Dublin, Ohio, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors, J.P. Morgan Securities, Chase Investment Services, and Ameriprise. Outside of advisory work, he has been involved since 2015 with Brand Results LLC, a marketing business for car cleaning products. Prospera Financial Services is a multi-team firm with over 270 advisors managing around $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 through both proprietary and third-party platforms.

Wendy Keeler is a CFP® professional with 28 years of industry experience. She is currently with Prospera Financial Services, Inc. and previously worked at Wells Fargo Advisors and UBS Financial Services. Keeler serves as co-treasurer for the Dublin Jerome High School PTO and is a board member of the Financial Planning Association - Central Ohio Chapter. Prospera Financial Services, Inc. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms.

Christopher Crothers is a financial advisor at Prospera Financial Services, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. 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.

Phillip Alexander is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, J.P. Morgan Securities, Chase Investment Services Corp., PNC Wealth Management, and Morgan Stanley. He has ownership interests in investment-related ventures including TRI-OAK Financial, LLC and PHIL ALEXANDER, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm serving individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides financial planning, portfolio management, and access to multiple advisory programs and platforms, combining discretionary and non-discretionary account management with model portfolios and third-party money managers.

Bradley Graham is a financial advisor with Prospera Financial Services, Inc. in Dublin, Ohio, holding a Series 66 designation and bringing 29 years of industry experience. His career includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as an advisory member of the Gift Annuity Committee for Grace Polaris Church, where he assists in translating investment terms and concepts. 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 various advisory programs and third-party platforms.

Kristen Johnson is a financial advisor at Prospera Financial Services, Inc. in Dublin, OH, holding Series 63 and Series 66 registrations with 10 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Foreside Financial Services, LLC, Diamond Hill Capital Management Inc, and Sanford C. Bernstein & Co. Prospera Financial Services, Inc. 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 with both discretionary and non-discretionary account management options.

Shad Patterson is a financial advisor with Prospera Financial Services, Inc. in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes prior roles at Wells Fargo Advisors and UBS Financial Services. Patterson has ownership interests in several investment-related entities, including TRI-OAK Private Wealth Management, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm managing approximately $14.4 billion in client assets, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, and access to multiple advisory programs and platforms, providing both discretionary and non-discretionary account management.