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Gunnar S

Series 63, Series 65

Arlington, TX

Momentum Independent Network Inc.

Gunnar Soland is a financial advisor with Momentum Independent Network Inc. in Arlington, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Momentum Independent Network since 2005. Outside of his advisory role, he serves as a soccer referee for the Texas Association of Sports Officials and volunteers as the treasurer for his homeowners association. 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 and offers a range of customizable strategies, including tax-aware and municipal bond options, integrated with Hilltop affiliates.

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

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Tyler Holloway is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, PM Squared Financial, and LPL Financial prior to joining Arkadios. He is also involved with Stewardship Wealth Management, LLC, an investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing advisor-managed Crest accounts, a bundled Peak wrap program, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team and integrates multiple advisory and broker-dealer entities within its operating model.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Rocky C

Series 65

Fort Worth, TX

Gibbs Wealth Management, LLC

Rocky Campbell is a Series 65 licensed advisor with Gibbs Wealth Management, LLC, based in Fort Worth, TX. He has two years of industry experience and previously worked at Hybrid Wealth Management and Hybrid Financial. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring model portfolios rather than managing individual securities or providing standalone financial planning.

Options & derivatives strategies Concentrated stock management
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Cory A

Series 63, Series 65

Fort Worth, TX

Gibbs Wealth Management, LLC

Cory Allen is a financial advisor at Gibbs Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has experience dating back to 2019 with roles at Hybrid Financial LLC and Axa Advisors, LLC. Outside of his advisory work, he is also an insurance agent providing customer service and support related to insurance activities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios to guide investment decisions. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Options & derivatives strategies Concentrated stock management
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Erik L

Series 65

Fort Worth, TX

Virtue Capital Management, LLC

Erik Luckstead is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 14 years of industry experience. His career includes roles at multiple firms, such as Wealth Lock Insurance Services LLC and Wealthstead LLC, where he serves as managing member. Outside of investment advisory, he is owner of an independent insurance agency focused on health, accident, and life benefits, and also provides business and loan consulting through Wealthstead LLC. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative models and an investment committee that conducts due diligence on third-party managers.

Retirement income strategy Social Security optimization Wealth management
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Brayden P

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Brayden Perkins is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. He has previously worked at LPL Financial and serves as an undergraduate teaching assistant at Oklahoma State University. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm provides customized investment plans and offers a range of portfolio management and financial planning services, utilizing fundamental, technical, and cyclical analysis methods.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert H

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Robert Hill III is a financial advisor at Arkadios Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. He previously worked at LPL Financial, LLC, and has a background that includes roles at Velano Vascular, Inc. and Becton Dickinson. Hill also operates Stewardship Wealth Management as an additional business activity. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans, offering customized investment and wealth management services. The firm utilizes an integrated operating model combining advisor-managed accounts, third-party managers, and an internal portfolio team to deliver diverse investment strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Brian W

Series 63, Series 66

Fort Worth, TX

Creativeone Wealth, LLC

Brian Wronko is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill, where he worked for seven years. Outside of his advisory work, he serves as vice president on the board of TASTE PROJECT, a nonprofit focused on providing community meals without set prices, relying on volunteer staff and donations. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs, using discretionary account management that incorporates proprietary models and third-party managers across various investment strategies and asset types.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Tyisha W

Series 66, Series 63

Crowley, TX

Concurrent Investment Advisors, LLC

Tyisha Wolfe is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, and First Command Financial Services. Wolfe is the founder of Hattie's House Youth Solutions, an organization that provides real-world readiness training to underserved youth aging out of foster care and juvenile justice systems, and she owns Peniel Enterprises LLC, a personal care product business. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, families, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets using a primarily long-term, portfolio-driven approach that includes ETFs, mutual funds, and selected securities tailored to client objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Van F

Series 66

Fort Worth, TX

Western Wealth Management LLC

Van Freeman is a financial advisor with Western Wealth Management LLC in Fort Worth, TX, holding a Series 66 credential and 23 years of industry experience. He has worked with Western Wealth Management since 2019 and previously with FWPAM, LLC and LPL Financial. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers a range of services such as portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisers, employing strategies that include ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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James N

Series 63, Series 65

Alvarado, TX

RedHawk Wealth Advisors, Inc.

James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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John K

CFA®, Series 63, Series 65

Fort Worth, TX

Cary Street Partners

John Keene is a CFA® charterholder with 19 years of industry experience. He is currently with Cary Street Partners and previously led Keene & Associates, Inc. for over three decades. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a consultative approach to develop client profiles and investment programs, utilizing both third-party managers and in-house resources across a range of traditional and alternative strategies.

ESG / Sustainable investing
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Tyler M

Series 66

Fort Worth, TX

Arkadios Wealth Advisors

Tyler Maness is a financial advisor at Arkadios Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Ameriprise Financial Services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a variety of portfolio management strategies and incorporates fundamental, technical, and cyclical analysis in its approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Chris A

Series 63, Series 65

Fort Worth, TX

Arkadios Wealth Advisors

Chris Albertson is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at LPL Financial and Western Wealth Management. Albertson is also the founder of Stewardship Tax Consultants, a tax preparation and planning business that works in conjunction with his wealth management practice. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of portfolio management strategies and investment analysis methods tailored to client risk profiles.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Slade B

Series 63, Series 65

Burleson, TX

Archer Investment Corporation

Slade Buell is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Buell provides tax preparation and accounting services through his businesses, Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies with customized portfolio management and model-based strategies. The firm manages approximately $900 million, employing a disciplined investment process that incorporates cash flow analysis, risk tolerance, and diversified allocations across multiple asset classes.

Active portfolio management Options & derivatives strategies
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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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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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J Paul P

Series 65, Series 63

Crowley, TX

Gradient Securities, LLC

J Paul Prasifka is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 credentials and possessing 20 years of industry experience. He previously worked at Rhodes Securities, Inc. for nine years before joining Gradient Securities in 2022. Prasifka serves as President Elect of the Fort Worth Texas Exes alumni association. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing and incentive arrangements.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Lynn G

Series 63, Series 65, Series 66

Aledo, TX

Western Wealth Management LLC

Lynn Gill is a financial advisor with Western Wealth Management LLC, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. Her prior experience includes roles with LPL Financial and Wells Fargo entities from 2013 to 2021. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, utilizing firm-designed model portfolios alongside multiple LPL-sponsored programs and third-party managers.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Matthew D

Series 65

Fort Worth, TX

Cary Street Partners

Matthew Dorchak is a financial advisor at Cary Street Partners with 12 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years. Outside of his advisory role, he owns and manages three rental properties. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, offering portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions. The firm employs a client-focused approach that includes customized allocation, manager selection, and ongoing monitoring across a range of traditional and proprietary investment strategies.

ESG / Sustainable investing
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