Willie Thomas II is a financial advisor with Independent Financial Group, LLC, holding a Series 66 license and two years of industry experience. Prior to joining Independent Financial Group, he has worked at Amicus Wealth Partners and held various roles in the automotive industry. Outside of his advisory work, he serves as an assistant coach for a middle school football team. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs both firm- and third-party models to develop tailored investment strategies based on client risk profiles, offering services such as portfolio management, financial planning, and use of multiple asset management platforms.

Zoe Ng is a financial advisor with Independent Financial Group, LLC, where she has worked for 21 years. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Outside of advisory work, she serves as a California Notary Public and is involved in real estate sales and property management with her spouse. 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 options and third-party programs, combining strategic asset allocation with active and passive investments across various risk profiles.

Matthew Speed is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at LPL Financial for 10 years and Texas Dow Employees Credit for 15 years. Outside of his advisory role, he volunteers teaching personal finance and economics to high school students at the Bluebonnet Homeschool Scholars Cooperative. 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 offers a range of portfolio management and financial planning services, utilizing both firm and third-party models to create tailored investment strategies.

Rachel Hoang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at NPB Financial Group, LLC for 12 years before joining Independent Financial Group in 2021. Outside of her advisory role, she owns Gintoki LLC, an entity related to her office space arrangements. 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 model-driven approach to portfolio management that integrates both active and passive strategies across various risk profiles.

Shunsuke Fukushi is a CFP® professional with 21 years of experience in financial advising. He is currently with Independent Financial Group, LLC, where he has worked since 2018. Prior to that, he was with Centaurus Financial, Inc. for 13 years and has been associated with Mark Geschwind & Associates for over two decades. Outside of advising, Fukushi owns a college consulting business that specializes in financial aid consulting. 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 employs a range of portfolio management strategies, combining both passive and active investments, and incorporates client risk tolerance assessments to tailor proposals and investment models.

James Petrizzo is a financial advisor with Independent Financial Group, LLC in Boulder City, NV, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Boulder Dam Credit Union, CUSO Financial Services, CUNA Brokerage Services, Osaic FS, and VOYA Financial Advisors. He operates a marketing DBA under the name Petrizzo Financial Position. 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 financial planning and portfolio management through various platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies.

James Ehrenkrook is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has held roles at Heritage Financial Group Inc., Unum/Paul Revere Life Insurance Company, and ING. Ehrenkrook is a board member of the Birchwood Office Park of White Bear Lake Association, 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 plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investment strategies.

Rourke Martin is a financial advisor at Independent Financial Group, LLC in Roseburg, OR, holding a Series 66 designation with two years of industry experience. He is a member and manager of ROWAMA LLC, an entity he operates to conduct financial services and related 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 institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing a combination of passive and active strategies tailored to client risk profiles.

Kerry Tanner is a CFP® professional with 44 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2005. He holds Series 63 and Series 66 licenses and has been involved in insurance since 1981, offering life, health, and long-term care insurance. Tanner also provides tax preparation and bookkeeping services as an independent contractor and serves as a volunteer member of his homeowners association board. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a model-driven investment approach combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence across passive and active exposures.

Scott Dickerson is a CFP® and ChFC® with 36 years of industry experience. He has been affiliated with Independent Financial Group, LLC since 2005 and with Capital Growth Investment Management Services since 2010. He serves as a trustee for multiple family trusts. 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 financial planning and portfolio management through various platforms and uses a model-based approach combining strategic asset allocation and manager selection with both passive and active investment exposures.

Kurt Kennedy is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine and eight years, respectively. Outside of his advisory role, he owns a rental property in Fortaleza, Brazil. 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 offers financial planning and portfolio management using proprietary and third-party models, combining passive and active strategies across various risk profiles.

William Steward is a financial advisor with Independent Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Ameriprise Financial Services. He is also an insurance agent operating outside of Independent Financial Group under Patel Wealth Management, LLC, which offers insurance, brokerage, and advisory services. 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 utilizes a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies through various platforms and third-party programs.

Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. 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 multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Patricia Thom is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 40 years of industry experience. She has worked with Independent Financial Group since 2017 and previously held roles at First Allied Advisory Services and First Allied Securities. Thom also operates The Thom Group, a marketing DBA under which she provides financial advisory services. 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 uses a mix of strategic asset allocation and multi-manager portfolios, combining passive and active investment strategies through both firm- and third-party models.

Douglas Eng is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee for a family trust acting as a power of attorney and executor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using both firm- and third-party models to tailor client strategies across various risk profiles.

Michael Kolacz is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Independent Financial Group since 2023 and previously spent seven years at International Assets Advisory, LLC. Kolacz is also an independent contractor assisting clients with estate planning documents and consulting on college tuition negotiation. 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 employs both strategic asset allocation and multi-manager portfolio strategies across passive and active investments, serving clients through various advisory platforms and third-party manager programs.

Christopher Gleason is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Girard Securities Inc., and has been affiliated with Massachusetts Mutual Life Insurance Company since 1992. Gleason also operates Gleason Financial as a marketing entity related to his 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 utilizes both firm- and third-party models to develop tailored client strategies across various risk profiles, offering financial planning, portfolio management, and retirement plan services.

Julie Shen is a financial advisor at Independent Financial Group, LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at VOYA Financial Advisors, Inc. She is involved in several business activities under different DBA names related to wealth management and insurance services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, using both firm- and third-party models to tailor investment strategies according to client risk tolerances.

Darrell Delphen is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Cornerstone Financial Services, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he serves as an independent contractor involved in the sale of physical precious metals through Liberty Silver & Gold, LLC and holds an insurance agent representative position. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm uses a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investments across a range of risk profiles.

Bruno Peraza is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His career includes roles at Cetera, Raymond James Financial Services, Wells Fargo Clearing, and Truist Investment Services. He is also the owner of Peraza Wealth Management and Peraza Global Wealth Strategies, both providing financial services. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and various institutional investors. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment strategies to develop tailored client solutions.