First Western Securities, Inc.

Dan Klein is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with First Western Securities since 1995. First Western Securities, Inc. provides fee-based investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as corporations and retirement plans. The firm employs a tactical allocation approach using a diverse range of instruments to tailor portfolios to client objectives and manages approximately $41.7 million in assets through a team of six advisors.

Bryan Kilpatrick is a financial advisor with First Western Securities, Inc. in Hurst, TX, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with First Western Securities since 1988. Outside of his advisory role, he is a partner in JKC Investments, a family investment partnership involved in real estate and business loans using its own capital. First Western Securities, Inc. provides fee-based investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as corporations and retirement plans. The firm employs a tactical allocation approach utilizing a broad range of investment instruments to tailor portfolios to client objectives.

Randal Ferguson is a financial advisor at First Western Securities, Inc. with 47 years of industry experience. He holds Series 63 and Series 66 designations and has worked at First Western Securities since 1987 and Smith Barney Harris Upham since 1983. He also has a longstanding affiliation with Collegiate Products and the University of Tulsa dating back to 1975. First Western Securities, Inc. provides fee-based investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as corporations and retirement plans. The firm employs a tactical allocation approach using a variety of instruments to tailor portfolios to client objectives and manages approximately $41.7 million in assets through a team of six registered advisors.

Jerry Killion is a financial advisor at First Western Securities, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Western Securities since 2010. In addition to his advisory role, he works as an independent insurance agent for Employee Benefits Associates. First Western Securities, Inc. provides fee-based investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as corporations and retirement plan accounts. The firm employs a tactical allocation approach using a variety of instruments to tailor portfolios to client objectives and manages approximately $41.7 million in assets through a team of six advisors.

Kerry Wills is a financial advisor with First Western Securities, Inc. in Manhattan Beach, CA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with First Western Securities since 2009. First Western Securities provides fee-based investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, as well as corporations and retirement plan accounts. The firm employs a tactical allocation approach using a broad range of instruments to customize portfolios according to client objectives.