Advisors at this firm
Michael L
Series 63, Series 65
Dallas, TX
Momentum Independent Network Inc.
Michael Lauterbach is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Hilltop Securities Inc. since 2016. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services, utilizing a platform model with third-party managers and offering a range of investment advisory programs, managed accounts, and financial planning solutions.
Robert B
Series 63, Series 65
Coppell, TX
Momentum Independent Network Inc.
Robert Barton is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Since 2013, he has been associated with SWS Financial Services. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and Envestnet for investment advice and account management, and is notable for its integration with Hilltop affiliates in municipal bond strategies and cash management programs.
Eugene F
CFA®, Series 63, Series 65
Dallas, TX
Momentum Independent Network Inc.
Eugene Flusche is a CFA® charterholder with 35 years of industry experience, currently affiliated with Momentum Independent Network Inc. He has worked with SWS Financial Services, Inc. since 2003 and Fidelity Brokerage Services LLC since 2000. Outside of his advisory role, he serves as a substitute teacher for Dallas ISD. 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 leveraging third-party managers and Envestnet for investment management, offering a range of programs including managed accounts, financial planning, and retirement consulting.
Elton R
Series 63, Series 66
Greenwood, AR
Momentum Independent Network Inc.
Elton Rambin is a financial advisor with Momentum Independent Network Inc. in Greenwood, Arkansas. He holds Series 63 and Series 66 licenses and has 46 years of industry experience. He has worked at SWS Financial Services since 2008. Outside of his advisory role, Rambin is involved in a family business that organizes hunting safaris and fishing trips and occasionally serves as a guest host on a radio show focused on outdoor activities. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and advanced platform solutions for investment management and financial planning.
Lesley B
Series 63, Series 66
Dallas, TX
Momentum Independent Network Inc.
Lesley Burton is a financial advisor at Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 credentials with 10 years of industry experience. Her prior roles include positions at Transamerica Capital, Inc. and TIB The Independent BankersBank, NA. Hilltop Securities Inc. provides brokerage, execution, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm offers a range of portfolio management programs and retirement fiduciary services through an open-architecture platform featuring multiple adviser-managed and model-based solutions.
Paul O
Series 63, Series 66
Dallas, TX
Momentum Independent Network Inc.
Paul O’Toole is a financial advisor with Hilltop Securities Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at LPL Financial for nine years before joining Hilltop Securities. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of managed account programs and fiduciary retirement-plan services through an open-architecture platform featuring adviser-managed and model-based investment solutions.
Allen S
Series 63, Series 65
Ogden, UT
Momentum Independent Network Inc.
Allen Stansfield is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory role, he teaches state hunter education classes and serves on the board of his wife’s company, Discovery West. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates for municipal bond strategies and cash management features.
Michael D
Series 63, Series 65
Winston, NM
Momentum Independent Network Inc.
Michael Dyer is a financial advisor at Momentum Independent Network Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2002. Outside of his advisory work, he owns T-Axis, a business focused on jewelry, painting, and sculpture. Momentum Independent Network serves a diverse client base including 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 offers a range of investment advisory programs, managed accounts, financial planning, and retirement plan consulting.
Keri V
Series 63, Series 65
Dallas, TX
Momentum Independent Network Inc.
Keri Vigil is a financial advisor with Momentum Independent Network Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She 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 through advisory and brokerage services. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement consulting, and custody services, utilizing a platform model with third-party managers and integrated solutions from Hilltop affiliates.
Shane A
Series 63, Series 65
Henderson, TX
Momentum Independent Network Inc.
Shane Abernathy is a financial advisor with Momentum Independent Network Inc. in Henderson, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc., Ameriprise Financial Services, Inc., and Investment Professionals, Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships, offering investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm employs a platform model utilizing third-party managers and Envestnet for model delivery and account management, with notable integration with Hilltop affiliates for municipal bond strategies and cash management features.
Tia T
CFP®, Series 63, Series 65
Dallas, TX
Momentum Independent Network Inc.
Tia Tomlin is a Certified Financial Planner® (CFP®) with 36 years of industry experience. She has been with Momentum Independent Network Inc. since 2011. Based in Dallas, TX, she holds Series 63 and Series 65 licenses. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of investment advisory and brokerage services, utilizing third-party managers and Envestnet’s platform for model delivery, trading, and account management.
Mitchell L
Series 63, Series 66
Johnson City, TX
Momentum Independent Network Inc.
Mitchell Liesmann is a financial advisor at Momentum Independent Network Inc. with 20 years of industry experience. He previously worked at LPL Financial and J.P. Morgan Securities. Outside of his advisory role, Liesmann is involved in ranching operations and serves as a commissioner for the Blanco County Emergency Services District. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers advisory and brokerage services utilizing third-party managers and a platform model to deliver customized investment and account management solutions.
Diane B
Series 63, Series 66
Bastrop, TX
Momentum Independent Network Inc.
Diane Binford is a financial advisor with Momentum Independent Network Inc. She holds Series 63 and Series 66 designations and has 43 years of industry experience. Her prior work includes multiple periods at Hilltop Securities Inc. and Southwest Securities Inc. 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, and retirement plan consulting, utilizing a platform model that integrates third-party managers and Envestnet for model delivery and account management.
James A
Series 63, Series 65
Edmond, OK
Momentum Independent Network Inc.
James Aycock Jr. is a financial advisor with Momentum Independent Network Inc. in Edmond, Oklahoma, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at SWS Financial Services Inc. since 2003 and operates his own tax preparation and bookkeeping business as a CPA. Momentum Independent Network serves a range of clients including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm employs a platform model leveraging third-party managers and Envestnet for investment management and offers a variety of managed account and financial planning solutions.
Fikry L
CFP®, CFA®, Series 63, Series 65
Oxnard, CA
Momentum Independent Network Inc.
Fikry Lansing is a CFP® and CFA® with 31 years of industry experience. He is currently affiliated with Momentum Independent Network Inc. and has worked at Sws Financial Services since 2004. Lansing is also a licensed life and health insurance agent in California and serves as a notary public on a limited basis outside of business hours. 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 utilizes a platform model with third-party managers and Envestnet to provide customized investment advisory programs and integrated cash management solutions.