Simon Kramedjian is a financial advisor with Independent Financial Group, LLC based in Bend, OR. He holds the CFP® designation and has 43 years of industry experience, including over two decades with Independent Financial Group. Outside of his advisory role, he is the owner of Adana Corporation, a company involved in the sale of recycling equipment, and serves as a board member and treasurer for the River Canyon Estates Homeowners Association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of portfolio management and financial planning solutions using both firm- and third-party models, combining strategic asset allocation with active and passive investment exposures.

Williams Butcher is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. Prior to joining Independent Financial Group, he worked at International Assets Advisory for seven years. He volunteers as a temporary economics teacher at The Kinkaid School and organizes informal pickleball tournaments. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and institutional clients. The firm employs a model-based approach combining strategic asset allocation and multi-manager portfolios, offering both active and passive investment exposures across standard risk profiles.

Lance Patton is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has previously worked at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and NPB Financial Group, LLC. He operates an independent financial planning practice under a DBA name for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management solutions through multiple platforms and employs both firm- and third-party models to tailor client strategies based on risk tolerance.

Gregory Sagers is a CFP® with 24 years of industry experience, currently serving as an advisor at Independent Financial Group, LLC since 2023. He previously worked at Planmember Securities Corporation and Morgan Stanley, and has operated his own advisory business since 2014. He also maintains an ongoing role with Financial Educational Systems, Inc. outside of his primary advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party models to develop client strategies, offering a range of portfolio management options across varying risk profiles.

Stephen Carlton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2013 and has also been involved with Carlton Investment Services Group, LLC and Trademark Financial Management, LLC for over two decades. He is the sole owner of Carlton Investment Services Group, which has offered life, health, and long-term care insurance since 1990. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment approaches across varying risk profiles.

David Hill is a financial advisor with Independent Financial Group, LLC in Las Cruces, NM, holding Series 63 and Series 66 licenses and more than 28 years of industry experience. He previously worked at LPL Financial and Edward Jones before joining Independent Financial Group in 2017. Outside of his advisory role, Hill is involved in farming through ownership of Rio Grande Pecan, LLC, and operates several marketing DBAs for his advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth clients, and institutional plan sponsors. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies tailored to client risk profiles.

Ronald Appler Sr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at H. Beck, Inc. for 14 years and Cbiz Financial Solutions, Inc. for two years before joining Independent Financial Group in 2017. Appler is the owner of a marketing DBA, Rocky Mountain High Financial Services, and serves as a safety arms instructor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models for portfolio management and offers a range of financial planning and retirement services.

Robert Cain is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He worked at Arque Capital Ltd for 15 years prior to joining his current firm in 2023. Cain serves as president of his local homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment exposures to develop client strategies using firm and third-party models.

Kenneth Craig is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Chase Investment Services Corp. He serves as a board member for Redwood Creek HOA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management, and third-party asset manager programs, employing both passive and active investment strategies tailored to client risk profiles.

Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 30 years of industry experience. She has been with Independent Financial Group since 2014 and has maintained a long-term association with Western Fraternal Life since 1983. Outside of her advisory role, she is involved in farming and beekeeping as a 50% owner, and she owns and manages several rental properties jointly with her spouse. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management services using both proprietary and third-party models, incorporating a blend of passive and active investment strategies.

David Mc Corison is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. Prior to joining Independent Financial Group in 2025, he spent 15 years with IC Advisory Services, Inc. and The Investment Center Inc. Outside of his advisory role, he is a managing partner at Rain Advisors LLC and assists with operations at a local restaurant. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan services through a mix of firm- and third-party models, combining passive and active exposures across standard risk profiles.

Tsanshiau Lin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 28 years of industry experience. Prior to joining IFG in 2015, Lin worked at firms including VOYA Financial Advisors, Banc of America Investment Services, Equitable Advisors, Citicorp Investment Services, UBS International, and Merrill. Lin is also a licensed California insurance agent offering various types of insurance products outside of IFG. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm delivers financial planning and portfolio management utilizing both firm and third-party models, with an investment approach combining strategic asset allocation, multi-manager portfolios, and active and passive exposures tailored to client risk profiles.

Sandra Pappalardo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and 39 years of industry experience. Her prior roles include positions at LPL Financial, Financial Sense Securities, Inc., and Cuso Financial Services, LP. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management through various platforms, and employs a combination of strategic asset allocation and multi-manager portfolios using both passive and active investment exposures.

Paula Strumbly is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Stratos Wealth Partners, Ltd and LPL Financial, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both passive and active investment exposures through various platforms and third-party programs.

Travis Bashaw is an advisor at Independent Financial Group, LLC with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Independent Financial Group in 2025, he spent nine years at Better Homes and Gardens/Gary Greene. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers various portfolio management and financial planning services through multiple platforms and employs a mix of passive and active investment exposures across standard risk profiles.

Justin Tanquist is a Series 66 licensed advisor at Independent Financial Group, LLC with two years of industry experience. Before joining Independent Financial Group, he worked in the retail and service sectors, including positions at Carabba's Italian and Troon Golf. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with ongoing due diligence across active and passive investments.

Chad Curtis is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Gradient Securities, LLC, Regulus, LLC, and Park Avenue Securities. Outside of his advisory work, Curtis co-owns a vending machine business serving local restaurants and businesses. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses both firm- and third-party investment models and combines strategic asset allocation with multi-manager portfolios across passive and active strategies.

Karen Brelsford is a CFP® professional with 23 years of experience in the financial services industry. She currently works at Independent Financial Group, LLC and has prior experience at Commonwealth Financial Network and CIC Wealth. She also owns JK Associates, LLC, a tax preparation and accounting firm, and volunteers at Bethany United Methodist Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through a variety of platforms, combining strategic asset allocation with both passive and active investment exposures.

Timothy Yee is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. His prior firms include LPL Financial, SII Investments, Inc., and T. Rowe Price Advisory Services, Inc. He is a founding member of a B Corporation and owns a marketing DBA called Green Retirement, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to develop client strategies, employing both passive and active investment exposures across varied risk profiles.

Chih Tao Ma is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes roles at Cetera, Cathay Bank, U.S. Bancorp Advisors, Bancwest Investment Services, Citicorp Investment Services, and LPL Financial. He is also a California-licensed insurance agent offering insurance sales and services outside of his advisory role. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services using a mix of firm- and third-party models, combining passive and active investment strategies across various risk profiles.