Paul Behnke is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and has been a high school football coach at Lourdes Academy since 1997. He also serves on the board of Winnegamie Home Builders, a nonprofit organization. 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 uses a combination of firm- and third-party models to develop client strategies, offering financial planning and portfolio management through multiple platforms and programs.

George Dobbs is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and 22 years of industry experience. He previously worked at LPL Financial for seven years before joining Independent Financial Group in 2019. Dobbs is also licensed as a New Jersey insurance agent offering various types of insurance products. Independent Financial Group provides investment advisory and brokerage services to clients ranging from individuals to pension plans and charitable organizations. The firm employs a combination of strategic asset allocation and multi-manager portfolios using both active and passive investment strategies.

Stefany Schade is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at firms including Cetera Advisor Networks LLC and Toroso Financial Group, where she is a 95% owner. Schade is a director emeritus of Goodwill Industries of South Texas and actively volunteers with the Junior League of Corpus Christi, serving in upcoming leadership roles. 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 financial planning and portfolio management using a range of platforms and third-party asset managers, combining strategic asset allocation with both passive and active investment strategies.

Adrianne Flores is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. She has prior experience with Alameda Financial Group, Koehler & Associates CPA's Inc, The Weed Solution, and Staples, Inc. 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 retirement plans. The firm employs both active and passive investment approaches, utilizing model portfolios and third-party asset managers to tailor strategies according to client risk tolerances.

Michael Tobin is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Hartford Funds Management Company, LLC, Hartford Funds Distributors, LLC, LPL Financial, and Invesco Advisers, Inc. He has worked with Capital Growth Inc. and Independent Financial Group since 2026. 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 utilizes firm- and third-party models, combining strategic asset allocation with multi-manager portfolios and ongoing due diligence, offering both discretionary and non-discretionary portfolio management through multiple platforms.

Scott Johnson is a financial advisor at Independent Financial Group, LLC with 35 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 29 years before joining Independent Financial Group in 2019. He serves as an officer and board member of the Boys & Girls Club of Gatesville. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop customized investment strategies using both firm- and third-party models.

Dena Schwartz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. Her prior firms include LPL Financial, Wells Fargo Investments, and Mutual Service Corporation. 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, portfolio management across multiple platforms, and utilizes a combination of passive and active investment strategies tailored to client risk profiles.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior affiliations include Cetera Wealth Services, Cetera Advisor Networks, and Cetera. Outside of advisory work, he is involved in teaching and coaching through organizations such as Kingdom Advisors and the John Maxwell Group, and he serves as Central Valley Chapter President for the Main Street Chamber. 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 using both firm and third-party models, combining strategic asset allocation with ongoing manager due diligence.

Daniel Richard is a financial advisor at Independent Financial Group, LLC with 40 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Cetera Advisor Networks LLC and Girard Securities, Inc. Outside of his advisory duties, Richard provides transportation services to out-of-town football teams for the New Orleans Saints and Pro Sport Services. 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 to create tailored investment strategies, blending passive and active exposures across standard risk profiles.

Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

James Flanagan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and Re-Direct Securities Corp prior to joining Independent Financial Group in 2010. Outside of his advisory work, he is an author of a retirement planning book, provides pro bono financial advice to cancer patients, and serves as an adjunct professor of gerontology at Concordia University. Independent Financial Group, LLC serves 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 various platforms, utilizing a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence with both active and passive investment exposures.

Mark Militello is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Next Financial Group, Inc. He is the managing member of Militello Wealth Management LLC, a business entity used for marketing and investment purposes. 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 various platforms and employs both firm- and third-party models to develop client strategies across standard risk profiles.

Charlotte Guinot is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. Her prior work includes roles at Cetera Advisor Networks, Palm Village Mandeville, and NBCUniversal. She serves as a board member of The University of Southern Mississippi Alumni Association and has founded Finfluence, a brand coaching business helping financial advisors with social media, website design, and brand storytelling. Independent Financial Group 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 various platforms and employs a model-based investment approach combining strategic asset allocation and multi-manager portfolios with both passive and active exposures.

William Wagner Jr. is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial, Edward Jones, and operated his own firm, Wagner Wealth Management. Wagner is active in community organizations, serving in various leadership and volunteer roles with the Knights of Columbus and the Rotary Club of Orangevale. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both firm-developed and third-party investment models that blend passive and active strategies across multiple risk profiles.

Richard Drisko is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and over 40 years of industry experience. His prior work includes positions at EPlanning Advisors Inc, MSI Financial Services, Inc., and WS Griffith Securities, Inc. He is also a licensed insurance agent offering life, health, dental, vision, disability, and long-term care insurance. 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 a combination of firm- and third-party investment models, offering a range of portfolio management and financial planning services supported by ongoing due diligence and monitoring.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 30 years of industry experience. Her prior roles include positions at D.A. Davidson & Co. and Crowell, Weedon & Co. Lawrence also serves as a Girl Scout troop leader and is involved with several nonprofit scholarship foundations. 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 offers a range of portfolio management options and employs a model-based approach combining strategic asset allocation with both passive and active investment exposures.

Paul Sutherland is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 12 years of industry experience and has been with Independent Financial Group since 2014. Outside of his advisory work, he serves as an Elders Quorum President and a seminary teacher for the Church of Jesus Christ of Latter-day Saints, and he owns a small business that creates custom laser-designed items. 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 financial planning and portfolio management through multiple platforms, employing a mix of strategic asset allocation and multi-manager portfolios with both active and passive investment exposures.

Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Independent Financial Group since 2018, following nine years at Sagepoint Financial, Inc. and twelve years at Financial Insights. Salter serves as a board member of St. Jude Memorial Hospital, a nonprofit organization. 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 model-based approach combining strategic asset allocation and manager selection across active and passive exposures, offering various portfolio management and financial planning services.

Benjamin Buck is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2024. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo, spanning over a decade. Outside of his advisory work, he serves as a board member for the Benicia Arsenal Futbol Club, where he assists with organizational activities such as hiring and scheduling. 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 employs a combination of firm- and third-party models to tailor investment strategies based on client risk tolerances, utilizing both passive and active portfolio exposures.