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Kevin D

Series 66

Monterey, CA

Hilltop Securities inc.

Kevin Doell is a financial advisor with Hilltop Securities Inc. He holds a Series 66 designation and has four years of industry experience, with previous roles at Park Avenue Securities, Guardian Insurance Company, and O'Leary and Associates. Outside of his advisory work, he serves as a Hockey Director and consultant for the Chicago North High School Hockey Club and owns Chicago Hockey Institute, LLC; he is also an ambassador for the Monterey Chamber of Commerce. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, financial planning, retirement-plan advisory, and annuity-based solutions, and combines custody, banking, and market-making capabilities with an open-architecture investment platform.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Christian J

Series 63, Series 66

Dallas, TX

Hilltop Securities inc.

Christian Jones is a financial advisor with Hilltop Securities Inc. in Dallas, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Fidelity Investments and Pollard Ford. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services with a range of managed account programs, financial planning, and retirement-plan advisory solutions. The firm operates an open-architecture platform and combines custody, banking, and market-making capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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James S

Series 66

Dallas, TX

Hilltop Securities inc.

James Stone is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Momentum Independent Network Inc. and has a background that includes involvement with the Northern Tier National High Adventure Base. Hilltop Securities serves individual investors, including high-net-worth clients, and institutional clients such as corporate and retirement-plan sponsors. The firm offers a range of investment advisory and broker-dealer services on an open-architecture platform, featuring both third-party and firm-sponsored strategies with capabilities in custody, banking, and market-making.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Tammy M

Series 63, Series 66

Dallas, TX

Hilltop Securities inc.

Tammy Milliorn is a financial advisor at Hilltop Securities Inc. with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Truist Investment Services, Inc. and BB&T Securities. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan consulting, and operates with a combination of custody, banking, and market-making capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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Kole J

Series 66

Dallas, TX

Hilltop Securities inc.

Kole Johnson is a Series 66 licensed advisor at Hilltop Securities Inc. in Dallas, TX, with one year of industry experience. His prior work includes roles at Lemnis Capital and Margaritaville, as well as experience outside the financial sector. Hilltop Securities Inc. offers brokerage, advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm provides investment solutions through an open-architecture platform with a range of adviser-managed and model-based programs, supported by unique custody capabilities and specialized municipal bond strategies.

Tax-loss harvesting Wealth management Retirement income strategy Annuities Active portfolio management Founder/Business Owner Retired
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