Bruce Stone is a financial advisor with Independent Financial Group, LLC in Tucson, AZ, holding ChFC® and Series 66 designations and bringing 48 years of industry experience. He previously worked at StoneKimbro for three years and was involved with Stone Ins Services for 46 years. His other business activities include officer and director roles focused on business operations and client relationship management. 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 various portfolio management solutions and financial planning, combining strategic asset allocation with multi-manager portfolios and ongoing due diligence.

Clifton Morton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior work includes positions at several Cetera firms, Summit Brokerage Services, National Planning Corporation, and Grove Point Investments. He is based in San Pedro, CA. 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 both firm- and third-party models for portfolio management and offers a range of services including financial planning and retirement plan services.

Jacob Kavaya is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Crown Capital Securities, LLC for 17 years before joining Independent Financial Group in 2023. 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 and financial planning services using both firm- and third-party models, combining active and passive investment strategies across various risk profiles.

Matthew Hurley is a CFP® with 39 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wells Fargo Advisors, Oppenheimer, and Merrill. He is involved with Hurley Wealth Management, which offers comprehensive wealth management and financial planning services. 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 a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures to tailor client strategies.

David Ehrenkrook is a CFP® professional with 18 years of industry experience, currently serving at Independent Financial Group, LLC since 2013. He also has a long-standing role with Heritage Financial Group Inc dating back to 2005. Outside of advisory work, Ehrenkrook is a freelance drummer and organizes a monthly business networking happy hour called Hops and Handshakes. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs a mix of active and passive investment strategies through various platforms and third-party programs, offering customized portfolio management aligned with client risk profiles.

Scott Roetzel is a financial advisor with Independent Financial Group, LLC in Lincoln, Nebraska, holding Series 63, 65, and 66 credentials and having 33 years of industry experience. He has been with Independent Financial Group since 2010. Roetzel is also the owner of Roetzel Company, Inc., which offers life, annuities, accident, and health insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes both firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios across active and passive exposures.

Jon Dixon is a financial advisor with Independent Financial Group, LLC in Birmingham, AL. He holds a Series 66 designation and has 22 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Inc., RFG Advisory, LLC, and Securities America Advisors, Inc. He is also an independent contractor providing financial coaching through Ramsey Master Financial Coach, offering guidance on financial independence and debt management. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm uses a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both advisory and brokerage services through platforms like AccessPoint and Schwab CAM.

Stalin Jaquez is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at RMMS Investments, Vertex Brokerage Group, and Humana. Outside of his advisory role, he serves as an officer and principal agent at Vertex Brokerage Group, where he manages operations and produces sales of Medicare products, life insurance, and annuities. 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 combines strategic asset allocation with multi-manager portfolios and offers both active and passive investment exposures through proprietary and third-party models.

Peter Prescott is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 66 licenses. He has 40 years of industry experience, including positions at Cetera Wealth Services, LLC and Spelman & Co., Inc. Outside of his advisory role, Prescott is a licensed California insurance agent, a CPA with a sole proprietorship focused on tax planning and preparation, and serves as a board member for a homeowners association and the nonprofit organization Pier Pride. 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 a variety of portfolio management and financial planning services using a combination of firm- and third-party models, with an emphasis on strategic asset allocation and ongoing portfolio monitoring.

Ling Yan is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at LuminPath Planning, Transamerica Financial Advisors, Inc, World Financial Group, INC., and Worldquant, LLC. 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 uses both firm- and third-party models to develop tailored strategies and combines active and passive exposures with ongoing portfolio monitoring.

Mark Bobin is a financial advisor with Independent Financial Group, LLC in Encinitas, CA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He previously worked at LPL Financial from 2004 to 2010 before joining Independent Financial Group, where he has been since 2010. Outside of advisory services, he is a California public notary. 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 active and passive investment strategies tailored to client risk profiles.

Jay Wurtzler is a CFP® with 39 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Hagerty Stewart & Associates LLC and Independent Financial Group Inc for 23 years, and has been associated with Capital Growth Inc. since 1988. He also holds a California insurance agent license and offers various insurance products outside of his work with IFG. 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 financial planning and portfolio management using a combination of firm- and third-party models, employing both passive and active investment strategies across standard risk profiles.

Jung Lee is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. He has worked at Independent Financial Group since 2008 and was previously with PRUCO Securities, LLC from 2003 to 2008. Outside of his advisory role, he is involved in several business activities including co-owning real estate consulting and investment firms, and serving as a volunteer assisting small businesses with grant information translation in Pierce County, WA. 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 offers financial planning, portfolio management, and third-party asset manager programs through multiple platforms, employing a mix of strategic asset allocation and active and passive investment exposures.

Daniel Hahn is a CFP® with 33 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC since 2017, following nine years at NEXT Financial Group and ten years at Securian Financial Services, Inc. In addition to his advisory role, he has worked part-time as a statistician for the San Jose Earthquakes MLS. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm employs a combination of firm- and third-party models to develop client strategies, offering a variety of portfolio management options and financial planning services.

John Carlson is a financial advisor with Independent Financial Group, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at JLB Partners and Wells Fargo Investments, LLC, and operates Carlson Wealth Management as a DBA, providing investment and brokerage services. Independent Financial Group, LLC offers 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 both passive and active investments to construct client portfolios aligned with their risk profiles.

Ian Buxbaum is a financial advisor at Independent Financial Group, LLC with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Capital One Advisors. Ian is based in San Diego, CA. 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 a range of financial planning and portfolio management services using both its own and third-party models, combining active and passive investment approaches.

Skylar Brown is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. Brown holds a Series 66 credential and has worked at CB Wealth since 2015. Outside of advising, Brown participates in Leadership Coachella Valley, a program focused on regional issues and leadership development. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and organizations, offering a range of portfolio management and financial planning solutions. The firm utilizes a combination of firm- and third-party investment models tailored to client risk tolerances.

George Pitra is a financial advisor with Independent Financial Group, LLC who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Group since 2011 and previously held roles at Capital Financial Services, Inc., Barron Moore Advisors, Inc., and Salomon Grey Financial Corporation. Pitra serves as a board member for the nonprofit organization RedRoverVentures.org. 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 combines strategic asset allocation with ongoing due diligence using a mix of active and passive investment models.

Robert Steyert is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Independent Financial Group since 2004 and previously worked at Sentra Securities Corporation from 2002 to 2004. Outside of advisory services, he has been involved as a licensed insurance agent selling various insurance products, including fixed insurance, long-term care, disability, and health insurance. 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. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.

Carl Riding is a financial advisor with Independent Financial Group, LLC, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has been with Independent Financial Group since 2016. Outside of his advisory work, he officiates high school wrestling matches as an independent contractor for the Utah High School Athletics Association. 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 employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm- and third-party models.