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Edward L

Series 66

York, NE

D.H. Hill Advisors, Inc.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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George P

CFP®, Series 63, Series 65

Wayne, NE

D.H. Hill Advisors, Inc.

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Taylor H

Series 63, Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Taylor Hodges is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. He is also the owner of Inspire Gym United, LLC, a gymnastics business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, utilizing a combination of tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Jarrett G

Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Jarrett Gist is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, Texas, holding a Series 65 credential. He has been with D.H. Hill Advisors since 2025 and also provides specialist Orientation and Mobility services for special education children through his own business, Jarrett Gist Orientation and Mobility Services. He has been involved in education-related roles since 2013. D.H. Hill Advisors offers financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm supports independent Investment Adviser Representatives through platforms that combine committee oversight with both tactical and passive investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Kevin L

Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Kevin Lybrand is a financial advisor at D.H. Hill Advisors, Inc. in Tyler, TX, holding a Series 65 designation with two years of industry experience. Prior to joining D.H. Hill Advisors, he worked at New York Life and served seven years with the Texas Department of Public Safety. Outside of his advisory role, he teaches online classes at Jacksonville Junior College and leads worship services at Emerald Bay Community Church. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, and retirement-plan consulting. The firm employs a variety of investment strategies and utilizes both firm-managed and advisor-managed portfolios, with access to sub-advisers and alternative investments.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Robert D

Series 66

Clermont, FL

D.H. Hill Advisors, Inc.

Robert Dechick is a financial advisor with D.H. Hill Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with D.H. Hill Advisors since 2012 and is also associated with related entities including D.H. Hill Insurance Services and D.H. Hill Securities. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm uses a variety of investment approaches, including tactical asset allocation and tax-management techniques, and supports independent Investment Adviser Representatives through multiple operating platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Philip H

Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Francisco I

Series 66

San Diego, CA

D.H. Hill Advisors, Inc.

Francisco Ibarra is a financial advisor at D.H. Hill Advisors, Inc. in San Diego, CA, holding a Series 66 license with 10 years of industry experience. Prior to joining D.H. Hill, he worked at Sleeve Financial, Inc., Uber, and Lyft. Outside of advisory roles, he manages an insurance agency and is involved in property management through Cal Pro Management, where he serves as a site manager. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, corporations, and other entities, offering financial planning, investment management, and retirement-plan consulting. The firm utilizes a blend of tactical asset allocation, quantitative and technical analysis, and tax-aware techniques across directly managed and advisor-managed portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Noor A

CFP®, Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Noor Amirali is a CFP® professional with 28 years of industry experience, currently serving at D.H. Hill Advisors, Inc. since 2009. His prior work includes roles at Wrp Investments, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory role, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides wealth management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts, offering financial planning, investment management, retirement-plan consulting, and access to alternative investments. The firm employs a mix of firm-managed and advisor-managed strategies, utilizing tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Cheryl S

Series 63, Series 65

Tyler, TX

D.H. Hill Advisors, Inc.

Cheryl Smith is a financial advisor with D.H. Hill Advisors, Inc. in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AEWealth Management, and State Farm Insurance. She is also involved with Texas Financial and Retirement, where she serves as an Analyst Relationship Director. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, utilizing both active and passive strategies alongside tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Brian H

Series 66

Montgomery, TX

D.H. Hill Advisors, Inc.

Brian Hagen is a financial advisor with D.H. Hill Advisors, Inc. in Montgomery, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at D.H. Hill Securities, LLLP since 2016 and The Stevenson Group since 2010. Outside of his advisory role, he serves as president of Gallant Financial, an insurance business. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, discretionary and nondiscretionary investment management, and retirement-plan consulting, employing a range of strategies including tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Michael C

Series 63

Austin, TX

D.H. Hill Advisors, Inc.

Michael Clouse is a financial advisor with D.H. Hill Advisors, Inc. in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has worked with D.H. Hill Securities, LLLP and D.H. Hill Advisors, Inc. since 2009 and has been a self-employed insurance agent since 1992. Outside of advisory services, he is involved in insurance sales and distribution of nutritional products. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and employs a variety of investment approaches such as tactical asset allocation, active and passive strategies, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Danny H

Series 63

Kingwood, TX

D.H. Hill Advisors, Inc.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Jake D

Series 65

Clermont, FL

D.H. Hill Advisors, Inc.

Jake Dechick is a financial advisor at D.H. Hill Advisors, Inc. He holds a Series 65 designation and has been working in the industry since 2019. Prior to joining D.H. Hill Advisors in 2026, he worked at Courtland Walker Financial Group. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, investment management, retirement-plan consulting, and access to alternative investments, employing strategies such as tactical asset allocation and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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John B

CFP®, Series 65, Series 66

Richardson, TX

D.H. Hill Advisors, Inc.

John Brickhouse is a CFP® with 27 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2016 and also holds roles at affiliated firms including D.H. Hill Securities and Brokers International. Brickhouse is a licensed independent insurance agent involved in the sale and servicing of fixed insurance products. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies managed by an Investment Committee and offers custom portfolios through its Direct and Connect platforms, along with access to alternative investments and insurance-related advice.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Katherine N

Series 63, Series 66

Roanoke, TX

D.H. Hill Advisors, Inc.

Katherine Neill is a financial advisor at D.H. Hill Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity and Aragon Asset Management. Neill also operates a business solutions and marketing consulting company, Only Chin LLC, and is involved in insurance sales and service as a sole proprietor. D.H. Hill Advisors provides comprehensive wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, and trusts, offering investment management, retirement-plan consulting, and access to alternative investments and insurance-related advice. The firm utilizes a combination of tactical asset allocation, quantitative and technical analysis, and tax-aware strategies across both firm-managed and advisor-managed portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Lawrence B

Series 63, Series 65

Bayside, NY

D.H. Hill Advisors, Inc.

Lawrence Bedard is a financial advisor with D.H. Hill Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with D.H. Hill Advisors since 2015 and has extensive prior experience with Capital Growth Corp, where he has worked since 1989. Bedard is also an insurance agent with Omni Financial & Insurance Services. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a range of investment strategies including tactical asset allocation, quantitative and technical analysis, and tax-aware techniques, and offers both advisor-managed and sub-advised portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Leslie K

Series 63, Series 65

Kingwood, TX

D.H. Hill Advisors, Inc.

Leslie Kern is a financial advisor at D.H. Hill Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Planmember Securities Corporation and his own practice, Les H Kern. Kern is also involved as an insurance agent and participates in investment services related to Deferred Sales Trusts. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a mix of internally managed strategies, advisor-managed portfolios, and unaffiliated sub-advisers, using approaches such as tactical asset allocation and tax-aware techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Michael H

Series 63, Series 65

Dallas, TX

D.H. Hill Advisors, Inc.

Michael Hernandez is a financial advisor with D.H. Hill Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Arive Capital Markets and Edi Financial Inc. Outside of finance, he works as a sales and project manager at Halo Roofing and Construction. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as to employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through multiple platforms and employs a range of investment strategies including tactical asset allocation, active and passive management, and tax-management techniques.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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