Nathan Sloan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes positions at Cetera and Cetera ADVISORS LLC, as well as 12 years of prior government service. He serves as a board member for Heart of Texas Goodwill and is the sole owner of N & H Miles & Smilez LLC, a ride-share business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm delivers financial planning and portfolio management through multiple platforms, utilizing both proprietary and third-party models with a blend of active and passive investment strategies.

Jeffery Iseler is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and J.W. Cole Advisors. Iseler serves as an officer and board member of the FBI Tampa Citizens Academy Alumni Association, a nonprofit focused on community education and outreach. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies through various platforms and third-party models.

Kent Alston is a financial advisor with Independent Financial Group, LLC and holds 41 years of industry experience. He has worked at Independent Financial Group since 2022 and previously served at NPB Financial Group, LLC starting in 2014. In addition to his advisory work, Alston is the owner of Arden Tax Service, providing tax preparation and accounting services since 1985. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, delivering financial planning and portfolio management through multiple platform options.

Robert Hagmaier is a financial advisor with Independent Financial Group, LLC in Oklahoma City, OK, holding Series 63 and Series 66 licenses. He has 45 years of industry experience and has worked at Independent Financial Group since 2008, with prior roles at EPlanning Advisors Inc and Financial West Group. He is also the owner of Compass Capital Private Wealth Management, a DBA offering investment advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and integrates both active and passive investment strategies.

Arthur Eggman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., Investment Advisors International, Inc., and other financial services firms. He is involved with All Into Life, a platform focused on debt elimination using whole life insurance products, and provides referral services for independent legal services related to wills and trusts. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm emphasizes personalized client strategies using both firm- and third-party models, combining active and passive investment approaches within a multi-manager framework.

Jeffery Bricker is a Series 63 licensed financial advisor with 33 years of industry experience. He has worked at Independent Financial Group, LLC since 2009, with prior experience at Waterstone Financial Group, Inc. and Raymond James Financial Services, Inc. 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 multiple platforms and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

Beau O Brien is a CFP® with five years of industry experience, currently serving as an advisor at Independent Financial Group, LLC. He co-hosts the Retirement, Life and Investment Radio Show, which broadcasts on Full Power Radio 94.9fm in Ledyard, CT. His prior work includes roles at Undertone, Intersection, LittleThings, and NBC Sport. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs strategic asset allocation with both passive and active exposures, offering customized client strategies through various platforms and third-party asset managers.

Syauching Hung is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Independent Financial Group since 2015, with prior roles at VOYA Financial Advisors, Inc. and Legacy Advisory Services, Inc. Hung is also an independent contractor for JC Planning, a DBA focused on the sale of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, employing both firm- and third-party investment models with a combination of active and passive strategies.

Jason Yamamoto is a CFP® professional with 22 years of experience in the financial industry. He has worked at Independent Financial Group, LLC since 2016, following prior roles at Partners Capital Services, Inc. and SCF Investment Advisors, Inc. Outside of his advisory work, Yamamoto has involvement in insurance sales and real estate sales. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm combines strategic asset allocation with a mix of passive and active management across multiple platforms and manages potential conflicts through disclosure and monitoring.

Christel Covert is a CFP® professional with 37 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. She also owns Arizona Tax and Financial Advisors, PLLC, a tax preparation and accounting firm, and acts as trustee for several family trusts. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm provides financial planning and portfolio management through multiple platforms and employs a model-driven approach combining strategic asset allocation with active and passive investment exposures.

Rebecca Leonard is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group. She also operates under the DBA Bartleys Wealth Management. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with both active and passive investment approaches.

John Almaguer Jr. is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Entertainment Wealth Management, Ids Life Insurance Company, and Enterprise Leasing. Independent Financial Group 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, combining strategic asset allocation with active and passive investment approaches.

Brice Willoughby is a financial advisor with Independent Financial Group, LLC in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Willoughby has been with Independent Financial Group since 2007 and has been self-employed since 2005. Outside of his advisory role, he is also licensed as an Arizona insurance agent offering various insurance products. 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 employs strategic asset allocation and a combination of active and passive management across various investment platforms and risk profiles.

David Heitner is a financial advisor with Independent Financial Group, LLC and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience and has worked at several firms including Securities America Advisors and LPL Financial. Outside of financial services, he is the owner of Heits Building Services, Inc., a commercial cleaning business established in 2003. Independent Financial Group, LLC serves a wide range of clients including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through various platforms, utilizing a mix of active and passive investment strategies tailored to client risk profiles.

Gregory Bersch is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes long-term roles at Premier Financial Partners, LLC, and Osaic Wealth, among others. He also works as a registered assistant supporting clients of another advisor within Premier Financial Partners. 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 employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring portfolios to client risk profiles using structured models and ongoing due diligence.

Sisung Noh is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Independent Financial Group since 2016. In addition to his advisory role, he owns and operates a CPA practice focused on tax preparation, accounting, and bookkeeping. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers various investment management solutions, combining strategic asset allocation with both active and passive exposures through multiple platforms and third-party programs.

Brett Gatta is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Securities America, PFG Advisors, Guardian Life, and Wealth Advisory Group. Outside of his advisory role, he is a co-owner of a transportation company and serves as an employee in the New York Air National Guard. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing a combination of strategic asset allocation and manager selection with both active and passive exposures.

Tin Li is a CFP® professional with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has held roles at Upright Planning, LLC, Acacia Financial Advisors, Acacia Life Insurance Co, and Equitable Advisors. Outside of financial advising, he provides dental care services as an independent contractor. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides financial planning and portfolio management through various platforms and programs, utilizing a combination of passive and active investment strategies tailored to client risk profiles.

Mark Dobrilovic is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of advisory services, he owns North Idaho Tax and Financial, which provides tax preparation and accounting services alongside investment management. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a model-based approach combining strategic asset allocation, multi-manager portfolios, and active and passive investment exposures tailored to client risk profiles.

Alexandra Lavallee is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2018. She previously held roles at Raymond James Financial Services from 2016 to 2018. Outside of her advisory work, she is involved with Alameda Financial Group as a registered representative for marketing purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm utilizes strategic asset allocation and a combination of passive and active investment exposures across various risk profiles through both proprietary and third-party models.