TIP Group LLC

Trey Mcwilliams is a financial advisor at TIP Group LLC in Houston, TX, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and ProLytX. Outside of financial advising, he is a minority owner of a real estate company. TIP Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation.

Phillip Hammett is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Northwestern Mutual Investment Services LLC. Outside of advisory work, he is a part-owner of an online retail and distribution business, Virtual Amazon Store, LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading framework.

Jacob Melber is a financial advisor at TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses. He has been with TIP Group since 2026 and has prior experience at several firms including The Fitzpatrick Group and PFS Investments Inc. Outside of advisory work, he is also a licensed life insurance agent with One America. TIP Group provides portfolio management and financial planning services to individuals and corporate clients, utilizing a blend of fundamental analysis, modern portfolio theory, and technical analysis within a documented investment policy framework. The firm offers both discretionary and non-discretionary management and emphasizes fiduciary duties for retirement accounts.

Neil Linden is a financial advisor with TIP Group LLC in Houston, TX. He holds a Series 65 designation and has experience working at TIP Group since 2025, The Fitzpatrick Group since 2023, and Amerus Financial from 2022 to 2023. Prior to his financial advisory career, he worked at Cloudera, Inc. from 2011 to 2020. TIP Group provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading framework, supported by written Investment Policy Statements tailored to client risk tolerance and time horizons.

Travis Zimmerman is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 66 license with two years of industry experience. His prior roles include positions at Cetera Investment Advisers LLC, IMG Financial Group Inc, and Virtus by FIS. He is also a licensed insurance agent for The Fitzpatrick Group. TIP Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation, offering both discretionary and non-discretionary management.

Luke Jander is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 license with three years of industry experience. Prior to joining TIP Group in 2022, he worked at ASGN and multiple insurance carriers. He is also a licensed insurance agent providing life and disability insurance and fixed index annuities. TIP Group LLC offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment approach and provides both discretionary and non-discretionary management.

Nikolas Daboin is a financial advisor at TIP Group LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at The Fitzpatrick Group as an insurance agent specializing in non-variable life and annuities sales. TIP Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm integrates fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading framework, and offers both discretionary and non-discretionary management options.

Cameron Cooper is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at The Fitzpatrick Group and positions at Blackhorse Golf Club and The Bandit Golf Club. TIP Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis, with an emphasis on documented client risk tolerance and time horizon through Investment Policy Statements.

Steven Sigloch Jr. is a financial advisor with TIP Group LLC based in Houston, TX. He holds a Series 65 credential and has been with TIP Group and Fitzpatrick Group since 2025. Prior to his advisory roles, he spent ten years at Grocery Services Inc. Outside of his advisory work, he is a silent partner in Sigloch Associates LLC. TIP Group provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business clients. The firm’s investment approach integrates fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading framework.

Tyler Bebault is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Edward Jones, Edge Home Finance, and Keller Williams, as well as service in the US Navy from 2007 to 2017. TIP Group LLC provides portfolio management and financial planning services to individuals and corporate clients, combining fundamental analysis, modern portfolio theory, and technical analysis within a long-term investment framework. The firm creates individualized Investment Policy Statements and offers both discretionary and non-discretionary management.

Tehrrek Fitzpatrick is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at TIP Group since 2022 and Ohio National since 2016. Outside of advisory work, Fitzpatrick is the owner of IP Publishing and The Ideal Portfolio LLC, author of *Balls and Strikes: Rules of the Game Regarding Your 401(k)*, and serves as a partial owner and board member of Pitch 59, a start-up technology company specializing in virtual marketing. TIP Group provides portfolio management and financial planning services to individuals, including high-net-worth clients, and corporate/business clients. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process, offering both discretionary and non-discretionary management while documenting client risk tolerance and time horizon in written Investment Policy Statements.

Kamela Scarbeck is a financial advisor at TIP Group LLC with a Series 65 designation and experience at several firms including The Fitzpatrick Group and Opes One. She is also the founder and CEO of Arpege, LLC, a private music instruction business. TIP Group LLC provides portfolio management and financial planning services to individuals and corporate clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis within a structured investment process.