Nesrin Guner Mann is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and US Bank. 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 and financial planning services using both firm and third-party investment models.

Wai Kee Chan is a financial advisor with Independent Financial Group, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. Prior to joining Independent Financial Group in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2013 to 2025, Charles Schwab from 2006 to 2013, Hoefner & Arnett Capital Management, Inc., and DWS Investment Management Americas, Inc. He serves as a board member for the Financial Planning Association of Hawaii and Junior Achievement of Hawaii, where he participates in governance and supports financial literacy programs. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses both proprietary and third-party models with a combination of passive and active investment strategies and offers financial planning, portfolio management, and retirement plan services.

Ricky Mahlum is a financial advisor with Independent Financial Group, LLC in Plymouth, MN, holding a Series 63 designation and 41 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, Mahlum operates as a licensed insurance agent offering various insurance products and is the sole owner of a marketing DBA, Lighthouse Investor Services. 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 employs a combination of firm- and third-party models for portfolio management, blending passive and active strategies across a range of risk profiles.

Tatyana Bunich is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 32 years of industry experience. Her prior roles include positions at CL Wealth Management LLC and Cabot Lodge Securities. She is also the owner of Financial 1 Wealth Management Group and provides tax preparation and accounting services through Financial 1 Tax Inc. Additionally, she has authored a book published under the name Financial 1 Publishing. 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 employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, utilizing both active and passive investment strategies.

William Brennan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Independent Financial Group and related entities since 2003, following three years at Sentra Securities Corporation. Outside of his advisory role, Brennan serves as a board member for St. Pat’s Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes model-based portfolio management, combining strategic asset allocation with both passive and active exposure, and offers comprehensive financial planning and retirement services.

Lisa Yost is a financial advisor with Independent Financial Group, LLC, bringing 37 years of industry experience. She has worked at Independent Financial Group since 2016, and also founded Yost Financial Services in 1995 and Gibson Capital Management in 1993. Outside of her advisory work, Yost serves as co-trustee and co-executor for an estate where she assists in settling assets and managing a donor-advised charitable fund. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a model-driven approach to portfolio management, combining strategic asset allocation and multi-manager portfolios across various risk profiles.

Evan Kimbro is a financial advisor at Independent Financial Group, LLC with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at StoneKimbro and Propaganda E-Liquid, LLC, where he has been involved since 2021. 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 utilizes a combination of firm- and third-party models, strategic asset allocation, and active and passive investment exposures to develop tailored client strategies.

James Lang is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Ball & Company. Lang also owns J.D. Lang & Associates, a legal practice specializing in estate and tax planning, and serves as an officer and director of the Learned Preston Foundation. Independent Financial Group provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services, utilizing both firm- and third-party investment models tailored to client risk profiles.

Marcella Harkness is a CFP® with 35 years of industry experience, currently affiliated with Independent Financial Group, LLC. Her prior work history includes roles at Capital Growth Investment Management Services, Hagerty Stewart & Associates LLC, and Sentra Securities Corporation. She also serves as an independent contractor and arbitrator on FINRA arbitration panels. 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 provides financial planning, portfolio management, and access to third-party asset managers, utilizing a mix of passive and active investment strategies aligned with client risk profiles.

Monica Gooding is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Group in 2018. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers a range of portfolio management solutions and uses both firm- and third-party models to develop client strategies based on assessed risk tolerances.

Chad Cristo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Putnam Retail Management for 30 years before joining Independent Financial Group in 2022. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, trusts, corporations, and charitable organizations. The firm provides financial planning and portfolio management through multiple platforms, utilizing a combination of firm- and third-party models as well as strategic asset allocation across various risk profiles.

Vanessa Mazzone is a Series 66 licensed advisor with Independent Financial Group, LLC, where she has worked since 2023. She has prior experience in diverse roles including positions at The Barre, KB Co., and in dental practices. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies across various risk profiles.

Franklin Lara is a financial advisor with Independent Financial Group, LLC, holding Series 63 and 65 licenses and bringing 17 years of industry experience. He has worked at Independent Financial Group since 2013, following a two-year tenure at National Planning Corporation. Outside of his advisory role, he is a part owner of a transportation company. 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 a range of financial planning and portfolio management solutions, combining strategic asset allocation with both passive and active investment approaches.

James Albrecht Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Independent Financial Group since 2005. Outside of his advisory role, Albrecht is a 50% owner and officer of Campbell Pension Services, which provides third-party administrative and consulting services for defined contribution retirement plans. Independent Financial Group offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. Its approach includes financial planning, discretionary and non-discretionary portfolio management using firm and third-party models, combining strategic asset allocation with active and passive exposures across various risk profiles.

Rick Wertheim is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior work history includes positions at Ameriprise, Cetera Wealth Services, Woodbury Financial Services, and Invest Financial Corporation. Outside of his advisory role, he serves as Treasurer for the Cal Poly Alumni 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 offers a range of financial planning and portfolio management solutions, utilizing both firm- and third-party models across active and passive strategies.

James Reopelle is a Series 66 credentialed financial advisor with 42 years of industry experience. He has worked at Independent Financial Group, LLC since 2021 and was previously with Hornor, Townsend & Kent, Inc. for 25 years. He serves as Chair Emeritus on the board of the Sharp HealthCare Foundation. 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 utilizing firm- and third-party models, combining passive and active investment strategies tailored to client risk profiles.

Ronald Schley is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes positions at Resource Horizons Investment Advisory, Inc. and PartnerVEST Advisory Services LLC. He is also the owner of a marketing DBA called Retirement Solutions and works as a licensed insurance agent in Minnesota. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures, providing financial planning and portfolio management through multiple platforms.

Grant Prescott is a CFP® professional with six years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wedbush Securities, Inc. and Ernst & Young. Outside of his advisory role, Prescott serves as an officer and director of Prescott Real Estate Services Inc., which provides real estate sales and property management services. Independent Financial Group, LLC serves 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 a combination of proprietary and third-party models, employing both passive and active investment strategies tailored to client risk tolerance.

Lawrence Napolitano is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at Kalos Capital and Cornerstone Wealth Management. He is also a coach and mentor within his firm and owns a tax preparation company. 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 both firm- and third-party investment models and combines strategic asset allocation with active and passive management across various risk profiles.

Ronny Inniger is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at firms including U.S. Bancorp Investments, Bank of the West, and TIAA-CREF. Outside of his advisory role, Inniger is involved in several business activities, including ownership of a bar and grill and leadership roles in sports alliances that provide support and development services to athletes and professionals. Independent Financial Group, LLC offers 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 both passive and active investment strategies through various platforms and third-party managers.