Shelby Terrill is a financial advisor at Momentum Independent Network Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Independent Advisors, LLC for 10 years. Outside of his advisory role, Terrill is a co-owner and operator of a local coffee shop in Hannibal, MO, and serves on the board of the Hannibal Regional Foundation, a nonprofit supporting the local healthcare system, as well as the finance council for Holy Family Catholic Church and School. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary portfolios through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Dennis Ashby is a financial advisor at Momentum Independent Network Inc. with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at IMS Financial Advisors, Inc. and IMS Securities, Inc. Ashby serves as a volunteer on the Board of Directors Finance Committee for Eagle Lake Recreation Center. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model that integrates third-party managers and affiliated municipal bond strategies.

James Shafer is a CFP® with 19 years of experience in the financial industry. He is affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2011, following three years at Waddell & Reed. Shafer serves on the board of the Amarillo Area Estate Planning Council. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Cody Cody is a financial advisor with Momentum Independent Network Inc., holding a Series 63 designation and 28 years of industry experience. He has been with Momentum Independent Network since 2012. Outside of his advisory role, he serves as vice president of the Texoma Stewardship Coalition and is a board member of the Henrietta Boy Scouts chapter. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment management, offering various discretionary and non-discretionary account options and municipal bond strategies sponsored by affiliated entities.

Stephen Schaeffer is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Hilltop Securities Independent Network Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of services such as investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, leveraging third-party managers and integrated platforms for investment delivery and account management.

Raymond Schaper is a financial advisor at Momentum Independent Network Inc. with 42 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Independent Advisors, LLC for 22 years. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through the Hilltop group.

Gilbert Herrick Jr. is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Momentum Independent Network since 2003. Outside of his advisory role, he serves on the finance committee of Wilshire Baptist Church. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Robert Berry is a financial advisor at Momentum Independent Network Inc. with 39 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Momentum Independent Network in 2023, he worked at NTB Financial Corporation and Port Securities, Inc. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm utilizes both discretionary and non-discretionary investment structures and offers a range of managed account programs supported by quantitative, fundamental, and technical analysis, as well as specialized municipal fixed-income and retirement plan services.

James Beck is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory work, Beck serves as president of Friends of Neuman, a volunteer group supporting the Catholic Campus Ministry in Boca Raton, FL. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services. The firm utilizes third-party managers and Envestnet for investment management and integrates with Hilltop affiliates for municipal bond strategies and cash management solutions.

Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates.

Donald Blake is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Since 2010, he has been affiliated with Sws Financial Services. Outside of his advisory work, Blake serves as a board member and assistant treasurer for the Harris County Hospital District Foundation, a charitable organization in Houston. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and technology platforms to deliver customized investment programs and account management.

Vincent Dobransky is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company. Outside of his advisory role, he operates a tax preparation service, Dobransky Tax Service, based in Lewis Center, OH. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for portfolio management and trading.

Jerry Sirkel is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. His prior roles include positions at Hilltop Securities Inc., UBS Financial Services, and Wells Fargo Clearing. Momentum Independent Network Inc. serves individual, corporate, and institutional clients, providing investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a variety of managed account programs and combines quantitative, fundamental, and technical analysis with overlay strategies and ERISA fiduciary services.

Thomas Thompson is a CFP® professional with 37 years of industry experience, currently serving at Momentum Independent Network Inc. He has worked with SWS Financial Services for over three decades. Outside of his advisory role, Thompson serves as a member of the St Marks Endowment Committee, a religious nonprofit organization in Arlington, TX. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services through a platform model that integrates third-party managers and Envestnet for investment management and trading.

Boyd Bohlool is a financial advisor with Momentum Independent Network Inc. in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. He also manages Bohool Asset Management, a wealth management business based in Virginia Beach. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm employs a platform model utilizing third-party managers and Envestnet for portfolio management and offers a variety of investment advisory programs, managed accounts, and financial planning services.

Duane Smith is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neidiger, Tucker, Bruner, Inc. and Stifel Nicolaus & Co. Inc. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and Envestnet for investment management and trading, and is notable for its integration with Hilltop affiliates in its municipal bond strategies and cash management programs.

Billy Jenkins is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds the Series 66 designation and has 26 years of industry experience, including 17 years at SWS Financial Services. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of discretionary and non-discretionary investment solutions across various managed account programs.

Jeffrey Keene is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Edward Jones. Outside of finance, he is also a contract musician and has performed drums and percussion for various churches, musicals, and nonprofit organizations since 2002. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integration with Hilltop affiliates.

John Coyle is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Oppenheimer. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model that incorporates third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration with Hilltop affiliates for municipal bond strategies and cash management features.

John Patterson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Momentum Independent Network Inc., he worked at Sws Financial Services for 18 years. Outside of his advisory role, he is involved in property and casualty insurance and health insurance as an owner and agent. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients by offering investment advisory, portfolio management, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary investment solutions through multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.