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, …
Elizabeth Munoz
Director, Correspondent Onboarding and Finance
Department / Office Location
Clearing Services / Dallas, Texas
Education
Bachelors of Business Administration, Northwood University
Masters of Business Administration, University of North Texas
Regist…
John Muschalek
Head of Wealth Management
John Muschalek is Senior Managing Director, Head of HilltopSecurities Wealth Management and President of Momentum Independent Network. He oversees the firm’s private client group, independent advisor …
Will Nelson
Head of Momentum Independent Network
Will Nelson is Head of Momentum Independent Network, responsible for the oversight of Wealth Management’s independent advisors, insurance office, retail operations and recruitment. He has more than 19…
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
Managing Director, Head of Gulf Coast Region
Steve Jones is Managing Director, Head of Gulf Coast Region for HilltopSecurities’ Private Client Group (PCG). Mr. Jones oversees the division’s Gulf Coast branches and assists branch managers with pr…
Alan T. Lennick
Managing Director, Head of Midwest Region
Alan Lennick serves as Managing Director, Head of Midwest Region for HilltopSecurities’ Private Client Group. As managing director, Mr. Lennick leads the expansion of the firm’s wealth management divi…
Peter G. Cappos
Managing Director, Head of West Coast Region
Peter Cappos serves as Managing Director, Head of West Coast for HilltopSecurities’ Private Client Group. Mr. Cappos has more than two decades of wealth management experience, previously serving as br…
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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.