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Scott A
PFS™
Arlington, TX
Archer Investment Corporation
Scott Anders is a financial advisor at Archer Investment Corporation in Arlington, TX. He holds the PFS™ designation and has experience as a CPA through his role at Scott Anders CPA PLLC since 2017 and DMI Corp since 2014. Anders has been with Archer Investment Corporation since 2026. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm works with accountants and CPAs who act as advisory representatives within a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.
Justus W
Series 66
Mansfield, TX
Momentum Independent Network Inc.
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.
Tony A
Series 66
Mansfield, TX
Advisor Share Wealth Management, LLC
Tony Adkison is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been involved in various roles, including stewardship coaching and estate planning services through Stewardship Legacy Coaching, LLC, and Stewardship Advisory Group, LLC. Outside of advisory work, he operates as an independent insurance agent and has experience in family legacy and business legacy coaching. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios and provides alternative investment options, operating with ERISA/IRC fiduciary obligations for retirement accounts.
Thomas T
CFP®, Series 63, Series 65
Arlington, TX
Momentum Independent Network Inc.
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.
John S
Series 65
Arlington, TX
Apollon Wealth Management, LLC
John Surenkamp is a Series 65 licensed advisor with Apollon Wealth Management, LLC, where he has worked since 2026. He has five years of industry experience, including six years as an Investment Adviser Representative and six years with Spirit Halloween Superstores, LLC. Outside of his advisory role, he is the president and owner of Sage Annuities LLC, a company that sells fixed and indexed annuities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a wide range of investment solutions including ESG models, direct indexing, and sub-advisory services.
James N
Series 63, Series 65
Alvarado, TX
Redhawk Wealth Advisors, Inc.
James Neathery is a financial advisor at Redhawk Wealth Advisors, Inc. with 18 years of experience at the firm and over 35 years in the industry. He holds Series 63 and Series 65 licenses. Outside of his work at Redhawk, Neathery serves as president and CEO of James C. Neathery & Associates Inc., where he is involved in the sales and service of insurance products, and he also sells books, DVDs, and numismatic coins. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a range of investment vehicles and supports multi-generational wealth needs through various advisory offerings.
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.
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.
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.
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.
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.
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.
Kaylynn D
PFS™, Series 63
Mansfield, TX
Wealth Management
Kaylynn Dalebout is a financial advisor at Wealth Management with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and long-term, buy-and-hold strategies.
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.
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.
Carson G
Series 63, Series 66, Series 65
Arlington, TX
Gradient Advisors, LLC
Carson Graves is a financial advisor with Gradient Advisors, LLC in Arlington, TX, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has been with Gradient Advisors since 2017 and operates Carson Enterprise, a retirement education center, since 2007. Outside of financial advising, he is also involved in residential real estate as a licensed realtor and owns Retirement EDU Financial, a retirement and financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily works through third-party money managers and investment advisor representatives, employing a non-discretionary operating model that integrates fundamental, technical, and cyclical analysis in portfolio management.
Marcus Z
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
Marcus Zapata is a CFP® with nine years of experience in financial services, currently with First Command Advisory Services in Fort Worth, TX. He has held roles at several affiliated First Command entities since 2017 and previously worked at H&R Block and Alamo Insurance and Wealth Management. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects portfolios and third-party managers from approved lists.
Thomas W
ChFC®, Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Thomas Wilkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 20 years of industry experience. He has been with First Command Financial Services and its affiliated firms since 2006. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.
Joshua S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Joshua Shirley is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been associated with First Command firms since 2008 and is also connected with Texas A&M University. Outside of his advisory work, he is a partner at Yamaoroza Apothecary and Teas LLC, assisting with event setup and product transportation. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.
Baily E
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Baily Eberhardt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Eberhardt has worked with several wineries and agricultural ventures, including Val Verde Winery and Oatman Farms LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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