Sunbelt Securities

Zachary Rawl is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Sunbelt Securities in 2024, he worked at N.I.S. Financial Services Inc and National Western Life. He is involved in managing an insurance agency and providing estate planning services through Charles W. Rawl & Associates, LLC. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm delivers portfolio management, financial planning, and consulting primarily through its network of investment adviser representatives.

Raymond Miller is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Sunbelt Securities, Inc. in Houston, TX since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a member in a technology investment entity. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and access to third-party money managers, with advisory services delivered through a network of investment adviser representatives.

Chad Mabry is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His previous roles include positions at Munich Re Trading LLC, Weild & Co, Entoro Capital, LLC, Entoro Securities, LLC, and FBR Capital Markets & Co. Sunbelt Securities serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and corporate/business clients. The firm manages approximately $2.0 billion across several thousand client relationships, offering portfolio management, written financial planning, and access to third-party money managers.

Robert Boswell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sunbelt Securities, Inc. in Houston, TX. His prior work includes roles at Avidian Wealth Solutions and U.S. Capital Wealth Advisors. Before entering the financial sector, he worked for Major League Soccer for twelve years. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and consulting services, with a focus on discretionary management and a dual registration as both a broker-dealer and registered investment adviser.

Alden Dichoso is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Sunbelt Securities, he worked in education at Louisiana Tech University and Lamar High School. Outside of his advisory role, he is a Pilates instructor at HIP Fitness. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and referrals to third-party money managers, with an emphasis on discretionary account management.

Patrick Buckley is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 65 designation and four years of industry experience. Prior to joining Sunbelt Securities, he worked at Saxon Interests, Inc. for three years and has been involved with Harper & Pearson Company PC for over a decade, serving as a technical consultant for the accounting firm. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion in assets. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment advisor representatives.

Lagen Mc Lachlan is a financial advisor at Sunbelt Securities, Inc. with a Series 65 credential and three years of industry experience. He also works as a software engineer at Maxar Technologies, a role he has held since 2016. Sunbelt Securities serves a diverse client base, including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm emphasizes discretionary portfolio management and offers written financial planning and consulting services through its network of investment adviser representatives.

Gaylord Chase Jr. is a financial advisor with Sunbelt Securities, Inc. in Jasper, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Sunbelt Securities since 2011. Outside of his advisory role, he serves on the boards of the Lamar Planned Giving Committee, the Art Museum of Southeast Texas, and Texas SportPac, organizations focused on college fundraising, the arts, and wildlife conservation respectively. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand accounts. The firm offers portfolio management, financial planning, and consulting services, with advice delivered at the individual advisor level and a focus on discretionary management.

Bradley Lakner is a financial advisor at Sunbelt Securities, Inc. in Springfield, IL, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has operated Lakner Wealth Management since 2012 and has been with Sunbelt Securities since 2010. Outside of his advisory work, he is involved in the sale of fixed annuities and life insurance through Western Catholic Union. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Kerry Rigdon is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Sunbelt Securities and McPherson & Mayberry Personal Wealth Management since 2017 and previously worked with WFG Advisors, LP and Williams Financial Group. Outside of advisory work, Rigdon has experience as an independent life insurance agent. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm emphasizes portfolio management through rep-directed wrap programs, written financial planning, and third-party money manager referrals, with advisory services delivered at the individual advisor representative level.

Melvin Jacobs is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has previously worked at Bank of America and Merrill, and has been with Sunbelt Securities since 2017. Outside of his advisory role, Jacobs is involved in several non-investment ventures including managing a boat charter business and participating in yacht charter operations. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of client relationships. The firm offers portfolio management primarily through discretionary wrap programs, written financial planning, and referrals to third-party money managers.

Marty Harari is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 56 years of industry experience. His career includes roles at WFG Advisors, Inc. and The (Wilson) Williams Financial Group. He is involved with the North Texas Advisory Group, a general financial services advisory group formed by branch members under Sunbelt Securities. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, written financial planning, and third-party money manager referrals, with advice and portfolio construction delivered at the individual advisor level.

Richard Waits is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Sunbelt Securities since 2010. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across thousands of accounts. The firm provides portfolio management through rep-directed wrap programs, written financial planning, and referrals to third-party money managers.

Leo Reichle is a financial advisor at Sunbelt Securities, Inc. in Houston, TX, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc and Hilltop Independent Network. Outside of his advisory role, he serves on the board of Texas Children's Cancer Center and is President of Fore The Cure, a charitable organization. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of 68 advisors, managing approximately $2.0 billion. The firm offers portfolio management, financial planning, and third-party money manager referrals, with advisory services delivered at the individual advisor level.

Minor Shores Jr. is a CFP® certificant with 39 years of experience in the financial services industry. He is affiliated with Sunbelt Securities, Inc. and operates Shores Wealth Management, Inc. as a DBA under Sunbelt Securities. Sunbelt Securities serves individual investors, charitable organizations, and corporate clients through a network of investment adviser representatives, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and consulting services, with an emphasis on discretionary asset management.