Gene De Young is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at firms such as Cetera Advisor Networks, Girard Securities, and TD Ameritrade. He volunteers as Chapter Vice President for the Team Referral Network, a business referral organization. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, with a mix of passive and active investment strategies tailored to client risk profiles.

John De Conno is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Wealth Advisory Group, Park Avenue Securities, and Northwestern Mutual. He operates a DBA marketing practice under Independent Financial Group. 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 utilizing both firm- and third-party models, combining passive and active investment exposures.

Jeff Boyd is a CFP® professional with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2011. His prior work includes roles at Advanced Wealth Planning, First Allied Securities, Inc., and SPC. Outside of his advisory work, he serves as a board member for the nonprofit Teule Kenya and for Grove Church. 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 utilizes a combination of firm- and third-party investment models, offering discretionary and non-discretionary portfolio management, and employs strategic asset allocation with both passive and active exposures across various risk profiles.

Kyle Wong is a CFP® professional with eight years of industry experience, currently serving as an advisor at Independent Financial Group, LLC. His prior experience includes roles at Goldman Sachs & Co. LLC and F3 Logic, LLC. In addition to his advisory work, he is involved in tax preparation and insurance sales through affiliated outside business activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and plans. The firm offers financial planning and portfolio management using both firm and third-party strategies, combining active and passive investments across various risk profiles.

Jammie Avila is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Kalos Capital and Cornerstone Retirement & Insurance Services. Avila serves as a board member for Help of Southern Nevada, a local charity, and is involved in coaching and mentoring roles outside her advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm employs model-based portfolio management and a combination of passive and active strategies to tailor investment solutions according to client risk profiles.

David Koehler is a financial advisor with Independent Financial Group, LLC, holding the PFS™ and Series 66 designations and bringing 21 years of industry experience. He has operated his own CPA practice since 1994 and has been with Independent Financial Group since 2008. Outside of advisory work, he is a part-owner of a restaurant and serves as treasurer and goodwill ambassador for a local wine business. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses a combination of firm- and third-party investment models, offering financial planning and portfolio management through multiple platforms and employing a blend of passive and active strategies tailored to client risk profiles.

Lee Pysnik is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Independent Financial Group in 2012, he has operated Lee Pysnik, CPA since 1984, providing tax, accounting, and bookkeeping services. He also acts as a trustee for family estates in a limited capacity. Independent Financial Group, LLC offers 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 passive and active investment exposures tailored to client risk profiles.

Michael Moss is a financial advisor with Independent Financial Group, LLC in Reno, NV, holding Series 63 and Series 65 credentials and offering 44 years of industry experience. Prior to joining Independent Financial Group in 2014, he worked at firms including Merrill and First Allied Advisory Services. He is a 50% owner and officer of M Group Advisors LLC, a business entity involved in marketing securities, advisory, and insurance 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 offers a range of financial planning and portfolio management services using both firm-developed and third-party models, combining active and passive investment strategies tailored to client risk profiles.

John Podesto is a CFP® professional with 17 years of industry experience, currently serving at Independent Financial Group, LLC since 2023. He previously worked at LPL Financial for 15 years. Podesto is also an officer and director of LEOZO DREAMS, LLC, a financial consulting 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 plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary portfolio management alongside financial planning services.

Kevin Keefe is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2025. His previous roles include positions at Realta Investment Advisors, Inc., BNY Mellon Capital Markets, and LPL Financial. He is also a board member of FMT Solutions, a role he has held since 2019. 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 a range of portfolio management solutions and combines strategic asset allocation with multi-manager and hybrid portfolios to tailor investment strategies.

Charles Mcloughlin is a financial advisor at Independent Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks LLC, Girard Securities, Inc., and Asset One, LLC. Outside of his advisory work, he volunteers as an usher at Mosat Holy Trinity Catholic Church. Independent Financial Group, LLC provides advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation and manager selection processes across various risk profiles, offering services including financial planning, portfolio management, and retirement plan solutions.

Keith Trezek is a financial advisor with Independent Financial Group, LLC and holds Series 63, Series 65, and Series 66 licenses. He has 33 years of industry experience, including prior roles at Woodbury Financial Services Inc and Crown Capital Securities, L.P. In addition to his advisory work, he serves as an independent contractor in insurance outside of his firm. 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 and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

Brett Saddler is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Crown Capital Securities, Ameriprise, and several other firms. He also works as an independent contractor providing life insurance services outside of his advisory role. Independent Financial Group, LLC offers 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 employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor client investment strategies using both firm and third-party models.

Steven Lebaron is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with LeBaron Financial Group, Inc. since 2006, where he is the 100% owner of a DBA offering insurance products, estate and trust planning, asset allocation, tax planning, and related services. He also holds a position as an independent contractor providing estate planning legal 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 offers a range of portfolio management options and financial planning services, combining strategic asset allocation with active and passive investment approaches.

Shane Hopkins is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in tax preparation and accounting through Hopkins Tax and Wealth Management Inc. 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 financial planning and portfolio management using a combination of firm- and third-party models, employing both passive and active investment strategies across various risk profiles.

Richard Greene Jr. is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Cetera Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. Outside of advisory work, Greene serves as an officer and director for multiple real estate and accounting-related businesses, and he is the director and treasurer of the New Orleans Wine & Food Experience nonprofit organization. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm provides investment advisory and brokerage services using both firm- and third-party models, combining strategic asset allocation and multi-manager portfolios through various platforms and accounts.

Christopher Vizzi is a CFP® with 20 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. He is also the owner of Cool School Photography, a business he has operated since 2005. Vizzi holds positions on several nonprofit and community boards, including The Lift Foundation and the Terramour Homeowners Association Board of Directors. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm offers a range of portfolio management solutions and employs a model-driven approach combining active and passive strategies tailored to client risk profiles.

Bryan Mazza is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and leadership at Mazza Financial Group, Inc., a firm he has been associated with since 1998. Outside of his advisory work, Mazza serves as a financial and healthcare durable power of attorney for family members. 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 ongoing due diligence to develop client strategies across a range of risk profiles.

Kristin Mata is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior work includes positions at Ignite Planners LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc. She is a 50% owner of a marketing DBA named Integrity Wealth Management. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning and portfolio management using a combination of firm and third-party models, employing both active and passive investment strategies across multiple risk profiles.

Patrick Ehsan is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 39 years of industry experience. He has worked with Independent Financial Group since 2011 and has prior experience with Securities America Advisors, Inc. from 1998 to 2008. Outside of advising, he serves as a director in the small format channel at Simply Good Foods. 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 investment models across multiple platforms and emphasizes strategic asset allocation with a mix of active and passive exposures.