ComprehensivePlanning
For every generation
Financial planning is about life building, and building lifelong relationships. Whether you’re starting a family, taking over the family business, or handing over the reins to live the retirement you earned, our advisors can help.
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Products and Services
From enjoying retirement and planning for the unexpected, to saving for college and taking that vacation you’ve always dreamed about, we offer a full suite of investment products and services to help put you on the right track.
Join the Herd
Be seen. Be Herd.
Are you looking to be part of a strong and stable firm? HilltopSecurities has a home for financial professionals of every stripe—from our employee channel to independent and beyond.
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Meet Our Wealth Management Team
Lana Calton
Senior Managing Director, Head of Clearing
Senior Managing Director Lana Calton serves as HilltopSecurities’ Head of Clearing Services, responsible for overseeing the firm’s correspondent broker-dealer and registered investment adviser relatio…
Chris Cervantes
Director, Relationship Management & Training
Department / Office Location
Clearing Services / Dallas, Texas
Education
Bachelors of Business Administration & Finance, University of North Texas
Registrations and Qualification Exams*
Series 7, …
Terry A. Kitchens
Relationship Manager
Department / Office Location
Clearing Services/Dallas, Texas
Registrations and Qualification Exams*
Series 7, 24, 63
*To become registered and licensed to offer securities, state and federal law req…
John Muschalek
Head of Wealth Management
John Muschalek is Senior Managing Director, Head of HilltopSecurities Wealth Management and President of HilltopSecurities Independent Network. He oversees the firm’s private client group, independent…
Will Nelson
Head of HilltopSecurities Independent Network
Will Nelson is Head of HilltopSecurities Independent Network, responsible for the oversight of Wealth Management’s independent advisors, insurance office, retail operations and recruitment. He has mor…
Anton Berends
Managing Director, Products and Solutions
As Managing Director, Wealth Management Products and Solutions, Anton Berends is responsible for expanding HilltopSecurities’ insurance and advisory services efforts, as well as delivering services fo…
Mike Cogliano
Chief Compliance Officer of HilltopSecurities
Mike Cogliano is Chief Compliance Officer of HilltopSecurities over Retail, AML, Clearing and Licensing and Registration. He is a Certified Regulatory and Compliance Professional (CRCP), responsible f…
Steve K. Jones
SVP & Regional Director, Gulf Coast
Steve Jones is Senior Vice President, Regional Director for HilltopSecurities Private Client Group (PCG). Mr. Jones oversees the division’s Gulf Coast branches and assists branch managers with practic…
Alan T. Lennick
Regional Director, Pacific Coast | SVP, Practice Management
Alan Lennick serves as Pacific Coast Regional Director for HilltopSecurities’ Private Client Group and Senior Vice President (SVP), Practice Management. As Regional Director, Mr. Lennick consults with…
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Manage Your Future with the Right Tools
Evaluate investment growth by asset and sector. Explore tools to help you build a stronger financial foundation.