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Lowell J

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Lowell Johnson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers a range of investment advisory programs, managed accounts, financial planning, and brokerage services, utilizing a platform model with third-party managers and integrated solutions through Hilltop affiliates.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Penny A

Series 66

La Mesa, CA

Momentum Independent Network Inc.

Penny Agnew is a financial advisor with Momentum Independent Network Inc. She holds a Series 66 designation and has 18 years of industry experience. Prior to joining Momentum Independent Network in 2025, she worked for nine years at LPL Financial, LLC. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals—including high-net-worth clients—corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary portfolio solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory services.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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John W

CFP®, Series 63, Series 65

Shreveport, LA

Momentum Independent Network Inc.

John Wilburn is a CFP® professional with 40 years of industry experience, currently serving at Momentum Independent Network Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Shreveport, LA. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm employs a platform model with third-party managers and Envestnet for investment advice and account management, offering a range of programs such as managed accounts, financial planning, and retirement plan consulting.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Dana D

PFS™, Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Dana Davidson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding the PFS™ credential and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks LLC and his own CPA firm, Dana B. Davidson CPA Company P.C. He serves as a trustee for Judson University and is involved in various business activities including tax accounting, financial services, professional gaming analysis, and movie production. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm uses a variety of discretionary and non-discretionary investment strategies and integrates broker-dealer operations with banking and municipal advisory services through its Hilltop group affiliations.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Canyon C

Series 66

Dallas, TX

Momentum Independent Network Inc.

Canyon Ceman is a financial advisor at Momentum Independent Network Inc. with three years of industry experience. He holds a Series 66 designation and previously worked for World Wrestling Entertainment from 2012 to 2021. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift 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, utilizing third-party managers and integrated solutions with Hilltop affiliates.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Troy S

Series 63, Series 66

Dallas, TX

Momentum Independent Network Inc.

Troy Smith is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab from 2008 to 2012. Troy serves as a board member of the Salado Community Foundation. Momentum Independent Network Inc. provides investment advisory, portfolio management, and brokerage services to individuals, corporations, institutions, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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James M

CFP®, Series 66

Storm Lake, IA

Momentum Independent Network Inc.

James McNaughton is a CFP® professional with 21 years of industry experience, currently serving at Momentum Independent Network Inc. since 2009. He holds the Series 66 designation and operates out of Storm Lake, IA. Outside of his advisory role, McNaughton is involved in insurance and fixed annuity sales through separate business activities. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm provides investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing third-party managers and integrated platforms for investment management and account administration.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Nancy L

Series 63, Series 65

Napa, CA

Momentum Independent Network Inc.

Nancy Lewis Heliotes is a financial advisor with Momentum Independent Network Inc. who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Momentum in 2020, she worked at several firms including Raymond James Financial Services Advisors and LPL Financial. Outside of her advisory role, she is involved in nonprofit work as a co-founder and board member of the Bees For Trees Project, focusing on sustainable living education, and serves as President of the Fire Prevention Team for the Circle Oaks Homes Association. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, and brokerage services. The firm offers multiple managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities as part of the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Jonathan W

Series 63, Series 65, Series 66

Fort Collins, CO

Momentum Independent Network Inc.

Jonathan White is a financial advisor at Momentum Independent Network Inc. with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at several firms including NTB Financial Corp., National Securities Corp, Ridgeway Conger Advisory Services, and J P Turner & Company Capital Management, LLC. Momentum Independent Network Inc. serves individuals, corporate and institutional clients, and retirement plans with a range of investment advisory, portfolio management, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Eric S

ChFC®, Series 63

Eagle, ID

Momentum Independent Network Inc.

Eric Schindler is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Momentum Independent Network Inc. since 2025 and previously spent nine years at LPL Financial, LLC. Momentum Independent Network Inc. serves individual, corporate, and institutional clients through investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines asset allocation, quantitative, fundamental, and technical analysis within both discretionary and non-discretionary structures.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Ralph B

Series 63, Series 65

Albuquerque, NM

Momentum Independent Network Inc.

Ralph Barker is a financial advisor with Momentum Independent Network Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Momentum Independent Network Inc. since 2010. Momentum Independent Network Inc. serves individual, corporate, institutional clients, and retirement plans with a range of services including investment advisory, portfolio management, financial planning, and brokerage operations. The firm offers both discretionary and non-discretionary investment solutions, combining multiple analytic approaches and overlay strategies, and integrates broker-dealer functions with banking and municipal advisory capabilities through its affiliation with the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Wesley B

Series 66

Woodway, TX

Momentum Independent Network Inc.

Wesley Bangs is a financial advisor at Momentum Independent Network Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Momentum Independent Network since 2012. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift 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 integrated services through Envestnet and Hilltop affiliates.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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John D

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

John Dunn is a financial advisor at Momentum Independent Network Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with SWS Financial Services since 2010. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model supported by third-party managers and integrated with Hilltop affiliates.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Michael H

Series 63, Series 65

Kyle, TX

Momentum Independent Network Inc.

Michael Hogan is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2014. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model with third-party managers and offers a range of investment advisory programs, managed accounts, and financial planning solutions, notable for its integration with Hilltop affiliates and specialized municipal bond strategies.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Mathew S

Series 63, Series 65

Santa Rosa, CA

Momentum Independent Network Inc.

Mathew Schweifler is a financial advisor with Momentum Independent Network Inc. in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with SWS Financial Services since 2012. Momentum Independent Network serves 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 Hilltop affiliates for investment management and cash management solutions.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Walter V

Series 66

Arlington, TX

Momentum Independent Network Inc.

Walter Virden IV is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at SWS Financial Services since 2001. Outside of advisory work, he is a partner at the CPA firm Virden Chapman & Virden PLLC and serves on the boards of St. John's Foundation and the Harry Male Youth Foundation. 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 and utilizes a platform model with third-party managers and integrated municipal bond strategies sponsored by affiliated entities.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Eric S

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Eric Schindler is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 designations with 14 years of industry experience. His prior experience includes nine years at LPL Financial and one year at Cetera Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm integrates broker-dealer operations with banking and municipal advisory capabilities, offering a range of managed account programs and overlay strategies through both discretionary and non-discretionary structures.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Walter V

CFP®, Series 66

Arlington, TX

Momentum Independent Network Inc.

Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. 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 a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Jacqueline F

CFA®, Series 63

Dallas, TX

Momentum Independent Network Inc.

Jacqueline Finley is a CFA® charterholder with 34 years of industry experience, currently affiliated with Momentum Independent Network Inc. She has held positions at Westwood Advisors, LLC since 2019 and has been associated with Foreside Fund Services, LLC and Westwood Holdings Group, Inc. since 2008 and 1995, respectively. Outside of her advisory roles, she is a private independent health insurance agent and co-general partner of an investment holding partnership. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement clients with investment advisory, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary portfolio management solutions, integrating broker-dealer operations with municipal advisory and banking capabilities within the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Andrew J

Series 63, Series 65

Santa Monica, CA

Momentum Independent Network Inc.

Andrew Johnson is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes positions at SWS Financial Services, A. G. Edwards & Sons, Inc., and Prudential Equity Group, LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of discretionary and non-discretionary investment solutions and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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