Melinda Wells is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Client One Securities, LLC for eight years before joining her current firm in 2020. Wells serves as vice president on the board of Soroptimist International of La Grande and is a licensed independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements and access to third-party managers and estate-planning services.

Alexandru Bistriceanu is a financial advisor at American Independent Securities Group, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory roles, he has experience working in assisted living and education. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and provides access to third-party managers and estate-planning services.

John Durant is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with American Independent Securities Group, LLC and previously worked at L.M. Kohn & Company and Ameriprise Financial Services, Inc. In addition to his advisory role, Durant is a licensed insurance agent offering life, health, long-term care, and variable annuity insurance products. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Tracee Adams is a financial advisor at American Independent Securities Group, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, Adams is active in community and nonprofit organizations, serving on boards including the Wichita Police & Fire retirement board, Junior Achievement of Kansas, Wichita State University Board of Trustees, and the Wichita Rotary Charitable Fund, where she is president. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach tailored to client objectives and risk tolerance, managing accounts on both discretionary and non-discretionary bases.

Charles Carroll is a Series 66-licensed advisor with American Independent Securities Group, LLC. He has been with the firm since 2025 and has over 25 years of experience as an insurance agent with RTEA Corporation. Outside of advisory work, he provides bookkeeping services through a separate business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs an open-architecture investment approach and manages the majority of assets on a non-discretionary basis.

Mark Melda is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Key Investment Services, and Key Corp. He has an ownership interest in a rental property in Parma, Ohio. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach and offers both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Kevin Jordan is a Series 66 licensed advisor at American Independent Securities Group, LLC with two years of industry experience. Prior to his current role, he worked at Cole Chevrolet for seven years and Nissan Kia for three years. He is also involved with Rockwood Stone Wealth Management, LLC as a director and partner. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and additional services such as estate planning through external providers.

Christopher Rosa is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of advisory work, he is an independent contractor providing tax preparation and accounting services through CFS Tax Group, LLC. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and many advisors are dually licensed as insurance agents.

Cyla Fromm Minett is a financial advisor at American Independent Securities Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Northwestern Mutual and D.A. Davidson & Co. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Lance Altheide is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining American Independent Securities Group in 2016, he worked at Cetera Advisor Networks LLC from 2013 to 2016. He is also the founder and CEO of Olympia Investment Management and works as an insurance agent specializing in fixed life and long-term care insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary account management.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Xuejing Li is a financial advisor at American Independent Securities Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advising, she owns an IT consulting and services company, Win Win Technology, LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and features affiliated broker-dealer registration alongside non-discretionary assets.

Alan Turner is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at L.M. Kohn & Company for 16 years before joining his current firm. Outside of advising, he occasionally participates in TV and radio commercials and modeling for greeting cards and newspaper ads. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management and offers both discretionary and non-discretionary account management.

Brandyn Hendrickson is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at American Independent Securities Group since 2019 and previously at Capital Financial Services, Inc. and Curb 2 Curb. Hendrickson serves as President of the Minot Optimist Club and is a board member of the Minot Housing Authority. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and incorporates third-party managers and estate-planning services.

Andrew Daudt is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Edward Jones for 14 years before joining his current firm in 2017. In addition to his advisory role, he operates an independent insurance agency focused on life insurance and annuities. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services, with a majority of assets managed on a non-discretionary basis.

Jonathan Moore is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. He previously served as Senior Director of Strategic Programs at Tribalco, LLC for 18 years. Outside of advising, he volunteers with the Lost River Airport Association and Lost River Sewer Association and serves as Secretary/Treasurer for Mazama Community Church. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements and access to third-party managers and estate-planning services.

Roger Waller is a financial advisor with American Independent Securities Group, LLC, based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining American Independent Securities Group in 2019, he worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. from 2016 to 2018. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base that includes individual investors, pension plans, charitable organizations, and corporations. The firm emphasizes tailored recommendations and manages accounts through an open architecture platform using a range of investment strategies, offering both discretionary and non-discretionary management options.

Timothy Smith is a financial advisor at American Independent Securities Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USA Financial Securities and IC Advisory Services, Inc. He is also the owner of Financial Ark Builders, an insurance and annuities sales business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and estate-planning services.

Nicholas Darvin is a financial advisor with American Independent Securities Group, LLC, holding Series 65 and Series 66 designations and bringing 24 years of industry experience. He has been with American Independent Securities since 2010. Outside of his advisory role, he owns and operates Darvin Asset Management, which includes activities as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm offers portfolio management and third-party manager oversight using an open architecture approach, managing assets primarily on a non-discretionary basis.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

Joseph Tocchini is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of his advisory role, Tocchini owns and serves as president of Capstone Financial Services, LLC, and is involved in tax preparation through his ownership of CFS Tax Group, LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management, and provides access to various custodial and advisory platforms.

Lisa Adams is a Series 66 licensed advisor with American Independent Securities Group, LLC, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Adams co-founded and serves as president of the Business Women of Pocatello, a nonprofit organization. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, and charitable organizations. The firm uses an open architecture approach to portfolio management, offering discretionary and non-discretionary account options and access to multiple custodial and advisory platforms.

Preston Baus is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at Edward Jones from 2016 to 2021 before joining his current firm. Outside of advising, Baus serves on the Planned Giving Advisory Counsel for the Agrace Foundation in Baraboo, WI. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Bradley Lott is a financial advisor at American Independent Securities Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L.M. Kohn & Company for 11 years. Outside of his advisory role, he is licensed to sell life, variable annuity, and accident/health insurance. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach and offers both discretionary and non-discretionary account management tailored to client objectives and risk tolerance.

Ryan Carlson is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with American Independent Securities Group since 2004. He also works as a health insurance agent on a commission basis. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Strahil Iskrov is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and one year of industry experience. He is also the owner of Cool Stone LLC, a tile contracting business specializing in residential and commercial installations. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Thomas Truesdell is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for L.M. Kohn & Company for 20 years before joining American Independent Securities Group in 2025. Outside of advisory work, he is also an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and it maintains an affiliated FINRA broker-dealer alongside insurance licensing for many advisors.

Walter Ruddiman is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with American Independent Securities Group since 2005 and has operated the Ruddiman Insurance Agency, Inc. since 1980, specializing in life and health insurance sales and service. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management through both discretionary and non-discretionary arrangements alongside access to third-party managers and estate-planning services.

Suanne Jones is a CFP® professional with 28 years of industry experience, currently serving at American Independent Securities Group, LLC since 2005. She holds a Series 66 license and is involved in insurance sales, estate planning, charitable planning, and financial planning through her business, Inspired Retirements, where she also acts as a speaker and author. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary account management with multiple implementation pathways.

Zachary Cherocci is a financial advisor at American Independent Securities Group, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at L.M. Kohn & Company for nine years. Outside of his advisory role, he is involved with two investment-related businesses, Cherocci Investments, LLC and North Financial LLC, both of which provide investment advice. American Independent Securities Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes portfolio management through both discretionary and non-discretionary arrangements and provides access to third-party managers and estate-planning services.

Richard Biel is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining his current firm in 2019. Outside of his advisory role, Biel is involved in fixed insurance sales as a general agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases, with compliance oversight and multiple implementation pathways.

Kevin Andrews is a CFP® with 22 years of industry experience, currently serving at American Independent Securities Group, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Eagle, Idaho. Outside of his advisory role, Andrews coaches a competitive youth soccer team and is a partner and director at Eagle Financial Group, where he is involved in fixed insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and offers access to various custodial and advisory platforms.

Russell Paskett is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with the firm since 2007. Outside of his advisory role, he is involved in health insurance sales and acts as an independent agent referring Medicare supplement business, as well as networking with other agents related to a Christian Health Sharing Ministry. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers and estate-planning services.

David Vanhollebeke is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with American Independent Securities Group since 2007 and also operates Van Hollebeke Insurance as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach with both discretionary and non-discretionary account management, and offers access to multiple custodial and advisory platforms.

Wendy Steadman is a financial advisor with American Independent Securities Group, LLC in Troy, MI, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has been with L.M. Kohn & Company since 2012. Outside of her advisory role, she is involved with the Windermere Island Foundation, a nonprofit, where she performs administrative duties including website management. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and access to third-party managers and estate-planning services.

Sam Pieh is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with American Independent Securities Group since 2015. Outside of his advisory role, he owns and operates a Chinese restaurant, Hunan Pearl Cuisine, in Lake Oswego, Oregon. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

William Keith is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with American Independent Securities Group since 2016. Outside of his advisory role, he owns and operates Keith Wealth Advisors, a securities and insurance business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

David Martin is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with American Independent Securities Group since 2010 and has been involved in real estate development since 2004. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes an open architecture investment approach with both discretionary and non-discretionary account management options, and offers access to various custodial and advisory platforms.

Fred Sultan is a financial advisor with American Independent Securities Group, LLC and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, including 13 years at L.M. Kohn & Company prior to joining his current firm. Additionally, he is licensed as an insurance agent, selling life, variable annuity, and accident/health insurance on a part-time basis. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers and TAMPs, and offers an optional third-party estate-planning service.

Eric Rolshoven is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with American Independent Securities Group since 2017 and also operates Treasure State Retirement Planning, a sole proprietorship offering insurance and securities services. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers a range of portfolio management options, including discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services.

Paul Ferguson is a financial advisor at American Independent Securities Group, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with American Independent Securities Group since 2007. Outside of his advisory role, he owns Ferguson and Associates, a marketing business focused on lifestyle magazine promotion, and is involved in health and dental insurance sales on a limited basis. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on either a discretionary or non-discretionary basis.

Frederick Ostermeyer is a financial advisor at American Independent Securities Group, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he serves as a director for Trailhead Virtual Academy, a nonprofit educational organization. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

Gregory Bonzelaar is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with American Independent Securities Group since 2014. Outside of his advisory role, he owns a non-variable insurance sales business and provides accounting and tax preparation services for family and friends. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and provides access to a range of custodial and advisory platforms.

Joseph Thomas is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Colorado Financial Service Corporation since 2015 and has provided consulting services through Financial Industry Technical Services, Inc. since 2006. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, utilizing an open architecture approach that includes mutual funds, ETFs, and third-party managers to tailor portfolios based on individual client objectives and risk tolerance.

Tracy Baggerly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with American Independent Securities Group since 2005. Outside of her advisory role, she serves as a director for the Eagle Rodeo and its associated nonprofit, Eagle Assisted Growth and Learning Environment Inc. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary portfolio management.

Pamela Mah is a financial advisor with American Independent Securities Group, LLC, holding a ChFC® designation and over 21 years of industry experience. Her career includes roles at Colorado Financial Service Corporation, National Planning Corporation, and other firms dating back to 2005. In addition to her advisory work, she operates a tax practice and provides consulting through an independent insurance agency. American Independent Securities Group, LLC offers investment advisory and financial planning services to individuals, pension plans, charities, and businesses. The firm provides portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services.