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Deborah T

Series 63, Series 66

Dallas, TX

Momentum Independent Network Inc.

Deborah Todd is a financial advisor with Momentum Independent Network Inc. in Tyler, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Sws Financial Services since 2010. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships, offering a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates to provide municipal bond strategies and bank-sweep deposit programs.

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

Series 63, Series 66

Dallas, TX

M HOLDINGS SECURITIES, Inc.

David Pergande is a financial advisor with M Holdings Securities, Inc. based in Dallas, TX, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Hilltop Securities, First Palladium, LLC, Ash Brokerage, and Mercap Securities. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning, retirement consulting, and insurance advisory.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Avery V

Series 63, Series 66

Dallas, TX

Hilltop Securities inc.

Avery Vanechanos is a financial advisor at Hilltop Securities Inc. based in Dallas, TX, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including NEXT Financial Group and Momentum Independent Network Inc. Outside of his advisory roles, he has experience with organizations such as Texas Christian University and TCU Athletics. Hilltop Securities serves individual and institutional clients, offering investment advisory and broker-dealer services on an open-architecture platform that includes third-party and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, and provides specialized municipal bond strategies along with various program services.

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

Series 63, Series 65

Dallas, TX

Arax Advisory Partners

Robert Bourland is a financial advisor with Arax Advisory Partners in Dallas, TX, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at U.S. Capital Wealth Advisors, USCA Securities, Wells Fargo Clearing, Hilltop Securities, and Stifel. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs a fiduciary, asset-based approach using both in-house and external managers with a range of traditional and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Karee S

Series 63, Series 65

Dallas, TX

Arax Advisory Partners

Karee Sampson is a financial advisor at Arax Advisory Partners with 42 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Morgan Stanley, Wells Fargo Clearing, and U.S. Capital Wealth Advisors. He serves on the Presidential Advisory Board of UT Southwestern Medical Center in Dallas. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, employing a mix of in-house and external portfolio management strategies with both traditional and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Keith H

Series 63, Series 66

Dallas, TX

Momentum Independent Network Inc.

Keith Hilliard is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at SWS Financial Services since 2012. Outside of his advisory role, Hilliard volunteers with the Tyler Chamber of Commerce Veterans Committee and serves as Treasurer for the Sharon Shriners nonprofit organization. He is also President of the East Texas Piney Woods Chapter of the National Association of Insurance and Financial Advisors. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering investment advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for model delivery and trading, and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

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

Series 63, Series 66

Dallas, TX

Hilltop Securities inc.

Michael Forster is a financial advisor at Hilltop Securities Inc. in Dallas, TX, with 16 years of industry experience. He holds Series 63 and 66 licenses and previously worked at Raymond James Financial, Securities America Advisors, and LPL Financial. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services, offering managed accounts, financial planning, retirement-plan advisory, and specialized municipal bond strategies. The firm combines custody, banking, and market-making capabilities within an open-architecture platform.

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

CFP®

Dallas, TX

True North Advisors, LLC

Anna Hamilton is a Certified Financial Planner (CFP®) with two years of industry experience. She currently works at True North Advisors, LLC in Dallas, TX. Her prior roles include positions at UMB Bank and the University of Kansas. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities with comprehensive financial planning, portfolio management, and wealth advisory services. Their investment approach emphasizes fundamental, bottom-up analysis with a value-oriented bias and broad diversification across equities, fixed income, diversifiers, and private investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Passive / index investing Active portfolio management Founder/Business Owner
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Sean M

Series 63, Series 65

Dallas, TX

Alexander Capital Wealth Management LLC

Sean Murphy is a financial advisor at Alexander Capital Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Maxim Group LLC and Newbridge Securities. Outside of his advisory work, he is involved with Team Enterprises, where he manages VIP customer relations for liquor brands at Dallas Mavericks and Dallas Stars games. Alexander Capital Wealth Management LLC provides investment advisory services to individual, high-net-worth, institutional clients, and issuers, combining proprietary technical analysis with fundamental review to manage portfolios using discretionary management, sub-advisers, and model portfolios. The firm also offers capital markets and M&A advisory work alongside wrap-fee programs and third-party money manager recommendations.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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Robert M

CFP®, Series 66, Series 63, Series 65

Dallas, TX

Hilltop Securities inc.

Robert Morales is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. in Dallas, TX. His prior experience includes roles at Transamerica, USAA Investment Services Company, USAA Financial Planning Services, MissionSquare Retirement, and Strategic Wealth Management Inc. He is in the process of closing a non-investment-related business venture, DRAG Ventures. Hilltop Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients, offering a range of advisory and brokerage services. The firm utilizes an open-architecture platform with third-party and proprietary strategies 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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Caleb B

CFP®

Dallas, TX

True North Advisors, LLC

Caleb Brian is a Certified Financial Planner® with eight years of industry experience. He has worked at True North Advisors, LLC since 2019 and previously spent six years at Tolleson Private Wealth Management. True North Advisors serves individuals, high-net-worth clients, retirement plans, trusts, endowments, and other institutions with comprehensive financial planning, portfolio management, and consulting services. The firm employs a fundamentally driven, bottom-up investment approach with a focus on value-oriented strategies, complemented by passive indexed ETFs, separately managed accounts, and alternative or private investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Passive / index investing Active portfolio management Founder/Business Owner
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Scott C

Series 66

Dallas, TX

Hilltop Securities inc.

Scott Coya is a financial advisor with Hilltop Securities Inc., holding a Series 66 designation and 22 years of industry experience. His prior firms include Barclays Capital Inc., The Prudential Insurance Company of America, and D.A. Davidson & Co. Hilltop Securities serves individual, high-net-worth, and institutional clients with investment advisory and broker-dealer services. The firm offers managed accounts, financial planning, retirement-plan advisory, and annuity-based solutions, combining custody, banking, and market-making capabilities on an open-architecture platform.

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

Series 63, Series 66

Dallas, TX

Hilltop Securities inc.

Mark Jameson is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Hilltop Securities in multiple roles since 2016, also spending time at Robinhood Markets, Inc. and Robinhood Securities, LLC. Hilltop Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering advisory and broker-dealer services through an open-architecture platform that incorporates third-party and firm-sponsored investment strategies. The firm combines custody, banking, and market-making capabilities, providing a range of specialized programs and services.

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

CFP®, Series 66

Dallas, TX

Momentum Independent Network Inc.

Brian Marlar is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Momentum Independent Network Inc. since 2008. He is based in Big Spring, TX. Outside of his advisory role, Marlar serves on the board of the Shane Kemper Foundation, which awards scholarships to local students pursuing medical careers, and is active with Gideons International as a camp treasurer and speaker. Momentum Independent Network serves a diverse client base including individuals, high-net-worth clients, charities, corporations, institutions, and banks. The firm offers advisory and brokerage services, utilizing third-party managers and Envestnet for investment models, trading, and rebalancing, with notable integration of 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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Richard N

ChFC®

Desoto, TX

Virtue Capital Management, LLC

Richard Nevins is a ChFC® credentialed advisor at Virtue Capital Management, LLC with two years of industry experience. He previously worked at Brookstone Wealth Advisors, LLC and has owned Raima LLC, an insurance agency, since 2012. Virtue Capital Management, LLC serves individuals, trusts, estates, charities, corporations, retirement plans, and other advisers with customized portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches while offering ongoing monitoring, reporting, and client education.

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning Founder/Business Owner Executive
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Erica R

Series 63, Series 65

Irving, TX

MissionSquare Retirement

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management and delivered through multiple channels to MissionSquare accounts.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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David R

Series 66

Dallas, TX

Stonex Advisors Inc.

David Rollins is a financial advisor at StoneX Advisors Inc. in Dallas, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked at StoneX Advisors Inc. since 2016, previously spending time at StoneX Securities Inc. and Morgan Stanley. Outside of his advisory role, Rollins is actively involved with the Boy Scouts of America in several leadership positions, including Council Relations Lead for National Service Territory 7. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm uses both proprietary and third-party models implemented on multiple platforms and operates as part of the broader StoneX Group, which includes integrated clearing and custody services.

ESG / Sustainable investing
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Megan P

Series 66

Dallas, TX

Arax Advisory Partners

Megan Price is a financial advisor at Arax Advisory Partners in Dallas, TX, with 16 years of industry experience. She holds a Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, LLC, USCA Securities LLC, and Wells Fargo Clearing. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house portfolio teams, external managers, model portfolios, and a range of traditional and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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Colin G

CFA®, Series 65

Dallas, TX

Western Wealth Management LLC

Colin Green is a CFA® charterholder and holds a Series 65 license with one year of industry experience. He is currently with Western Wealth Management LLC in Dallas, TX, having previously worked at Blueheel LLC, Belmont Group, Inc., Aprisent Financial Group, and Cloverdale Capital Management. His background also includes roles at the Veterans Affairs - National Institute of Health and Southern Methodist University. Western Wealth Management serves a diverse client base, including high-net-worth individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives, providing a range of portfolio management and financial planning services through multiple model portfolios and investment strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Linda Y

Series 65, Series 66

Dallas, TX

Arax Advisory Partners

Linda Young is a financial advisor at Arax Advisory Partners with 28 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments and Linsco/Private Ledger Corp. Outside of advisory work, she serves on the advisory board for Methodist Dallas Medical Center and operates a small antiques and collectibles business through eBay. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house teams, external managers, and a blend of traditional and alternative investments, supported by AI tools and third-party analytics.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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