Momentum Independent Network

Momentum Independent Network is proud to announce that Gregg Gatlin has joined the firm as a Financial Advisor. Gatlin has over 35 years of experience as a financial advisor — spending the last 15 years with LPL Financial. Gatlin offers a personalized service to keep clients focused on where they want to go and the importance of maintaining a disciplined approach to wealth management. He strives to help clients understand their investments and educate them on the market. Join us in welcoming Gregg to the Herd! #MomentumIndependentNetwork #FinancialAdvisor #WealthManagement

Momentum Independent Network Managing Director Scott McCaffrey, AIF®, CWS® McCaffrey will be participating in a panel at this years AdvisorHub Advisors to Watch Summit. The panel is titled “Mastering Inorganic Growth through M+A” and will start at 11:05 a.m. on October 10. To learn more about how to grow your practice or to register for the event, click here: https://lnkd.in/egJmQJRc #MomentumIndependentNetwork #AdvisorHub #WealthManagement

Happy Hispanic Heritage Month! HilltopSecurities is proud of our financial advisors in the Latino community for making a difference every day. Join us in celebrating the histories, cultures and contributions of American citizens from Spain, Mexico, the Caribbean, and Central and South America. #HilltopSecurities #HispanicHeritageMonth

Momentum Independent Network is pleased to announce that Wealth Advisor Jennifer Gist has joined its wealth management platform. Gist has over 25 years of experience in financial services where she has worked with individuals, families, and business owners to develop customized financial strategies to address their goals and financial needs. Join us in welcoming Jennifer to the Herd! #MomentumIndependentNetwork #WealthAdvisor

Today we remember and honor the lives lost on September 11, 2001. We will never forget. #HilltopSecurities

We are pleased to welcome Strategic Wealth Planner Travis K. Munro, CFP®, CEPA®, to Momentum Independent Network (MIN). Travis brings over two decades of experience in financial services, including 17 years at Centera Private Wealth as President and Financial Advisor. Throughout his career, Travis has focused on providing financial solutions tailored to his clients’ unique needs and goals. He will continue this client-centric approach with members of his previous team as a MIN-affiliated Financial Advisor. Join us in welcoming Travis to the Herd! #MomentumIndependentNetwork #FinancialAdvisor #WealthManagement

Our very own Scott McCaffrey, Managing Director of Momentum Independent Network, recently sat down with AdvisorHub for a Q&A on all things HilltopSecurities and what it can provide to talented financial professionals. Read the full interview here: https://lnkd.in/gAG4q7-V #MomentumIndependentNetwork #HilltopSecurities #Finance

Another successful day at our Elevate Wealth Management Conference! Attendees of Elevate Day 2 participated in sessions led by industry-leading professionals covering topics such as succession planning and how to bring better value to a client. We hope Elevate 2024 attendees have enjoyed networking and learning how to build their business and bring a higher value to their clients. Here’s to a great final day! Jeff Bush Chris Jeppesen #HilltopSecurities #WealthManagement #Elevate

We had a great first day at our 2024 Elevate Wealth Management Conference! We hope everyone enjoyed hearing from our keynote speaker, Admiral William McRaven. Looking forward to the rest of the conference! #HilltopSecurities #WealthManagement #Elevate

Scott McCaffrey, AIF®, CWS®, Managing Director of Momentum Independent Network, will be a panelist at this year’s AdvisorHub’s #AdvisorsToWatch Summit. The event hosts the country’s top wealth management leaders to give valuable insights in the industry such as investment strategies and A.I. valuations. Click here for more information: https://lnkd.in/egJmQJRc #MomentumIndependentNetwork #AdvisorHub #WealthManagement