Charles Immekus is a financial advisor at Independent Financial Group, LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2019, he worked at Dedicated Financial and Insurance Services and also has a background at California State University East Bay. Outside of his advisory role, Immekus serves as an officer and director for Veterans of Oakley and is the vice president of a local Business Networking International chapter. 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 combines strategic asset allocation with multi-manager portfolios and offers both discretionary and non-discretionary portfolio management through various platforms and third-party programs.

Diane Kimbro is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has worked with StoneKimbro since 2022 and has a long history with Independent Financial Group dating back to 2010. Outside of her advisory role, she serves as president and part owner of FinanScape, a pension plan consulting and financial planning firm. 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 passive and active investment exposures tailored to client risk profiles.

Wade Gribaldo is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Independent Financial Group since 2009, after prior roles at Cetera Wealth Services, LLC and Pension Planners Securities, Inc. Outside of advising, he owns and operates tax preparation and accounting businesses, including Monson & Associates and Perfect Balance Tax Service. 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 a combination of firm and third-party models, employing both passive and active investment strategies across diverse risk profiles.

Mark Ealy is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Independent Financial Group, LLC since 2009. He previously worked at Woodbury Financial Services, Inc. for five years. Outside of his advisory role, he serves as a board member for Solutions for Change, a nonprofit focused on addressing homelessness. 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-driven investment approach combining strategic asset allocation and multi-manager portfolios across various risk profiles.

Brian Morton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Raymond James Financial, Cetera Investment Services, Merrill, Banc One Securities Corporation, and Morgan Stanley DW Inc. He is also the owner of Morton Advisory Group, LLC, through which he provides investment advisory, consulting, pension, and insurance services. Additionally, he is involved in marketing and sales of group health insurance with Aetna. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and third-party asset manager programs using a combination of active and passive strategies tailored to client risk tolerances.

Katherine Kirkpatrick is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and 24 years of industry experience. She has been with Independent Financial Group since 2012 and has been self-employed since 1999. Kirkpatrick is the owner of two business ventures: Mountain View Financial, Inc., a marketing DBA, and Business Solutions, which provides strategic planning consulting to small businesses. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm uses a combination of firm- and third-party models to develop tailored investment strategies with a mix of passive and active exposures across standard risk profiles.

Richard Du Vernet is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 36 years of industry experience with prior roles at NPB Financial Group, Associated Planners Investment Advisory Inc., and PRUCO Securities, LLC. In addition to his advisory work, he serves as an insurance agent representing Prudential Financial, focusing on term life, whole life, and variable universal life insurance products. 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 firm- and third-party models for portfolio management, utilizing both passive and active strategies across various risk profiles.

Jonathan Lennox is a CFP® with 24 years of experience in the financial industry. He is currently affiliated with Independent Financial Group, LLC, where he has worked since 2017. His prior experience includes roles at USAA Financial Planning Services, USAA Financial Advisors, Inc., Riverstone Wealth Management, Inc., and Morgan Stanley DW Inc. Lennox serves as an officer and owner of Lennox Wealth Strategies and is a volunteer board member for a homeowners association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and various institutional entities. The firm offers financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation and manager selection with both passive and active investment approaches.

John Faust is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He holds the Series 63 designation and has worked at Independent Financial Group since 2017, following roles at SII Investments, Inc., Pacific West Financial Consultants Inc, and Brecek & Young Advisors, Inc. He is also the owner of a marketing DBA, Integrated Investment Solutions, and serves as a trustee of a family trust. 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 through various platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence with a mix of passive and active investment exposures.

Sean Oconnor is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and having 10 years of industry experience. His prior work includes roles at LPL Financial, LLC and Lucia Capital Group. 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 investment models, offering discretionary and non-discretionary portfolio management with a mix of passive and active exposures across standard risk profiles.

Parker Spencer is a Series 66 licensed advisor with approximately three years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Summit Concepts Wealth Management and LPL Financial. Outside of his advisory role, he is involved with Multiserve Insurance, focusing on property and casualty insurance. 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 a combination of firm- and third-party models to create tailored investment strategies, blending passive and active exposures across multiple risk profiles.

Richard Dwinell is a financial advisor at Independent Financial Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera and Cetera ADVISORS LLC. Outside of his advisory role, he serves as a volunteer on the City of Harker Heights Public Safety Commission and the Police Department’s Training Advisory Board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm and third-party models, combining passive and active investment strategies.

Thomas Riding is a financial advisor with Independent Financial Group, LLC in Victorville, California, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes roles at Pacific West Financial Consultants Inc and Sentra Securities Corporation. Outside of advising, he serves as a board member for the Victor Valley College Foundation and is an assistant wrestling coach at Victor Valley College. 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 employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investment strategies.

Jacqueline Jacobsen is a financial advisor with Independent Financial Group, LLC, holding the CFP® and ChFC® designations and over 31 years of industry experience. She previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Jacobsen is also involved as a volunteer board member on the Government Relations Committee of the Investment and Wealth Institute. 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 various platforms and uses a combination of strategic asset allocation and multi-manager approaches across passive and active investments.

James Noto is a CFP® professional with 43 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2018. His prior roles include positions at Summit Brokerage Services Inc. and Raymond James Financial Services, Inc. He owns Wealthbuilders Financial Group Inc., a consulting services firm, and serves as treasurer for the Bradford Park Association. Additionally, he volunteers teaching Financial Peace University at Refuge Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning, portfolio management, and retirement plan services using a combination of firm and third-party investment models.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 credential and bringing 33 years of industry experience. He has been with Independent Financial Group since 2010 and has maintained his own insurance agency under the name Money Matters since 1996. In addition to his advisory work, he is a licensed insurance agent and a notary public, and he serves as a part-time supervisor at UPS. 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 utilizes a combination of firm- and third-party models to develop tailored client strategies and offers a range of services from financial planning to portfolio management across multiple platforms.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at H. Beck, Inc. since 2012 and previously served at Schreiner Capital Management, Inc. from 2007 to 2013. Diaddezio is a board member for Conestoga Christian School. 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 third-party managers, combining strategic asset allocation and ongoing monitoring with both passive and active investment exposures.

Camryn Bolek is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Anthropologie and KPMG. Outside of her advisory role, she occasionally dog sits for friends and family. 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 using both firm- and third-party models, combining passive and active strategies across standard risk profiles.

Paul Knoblich is a CFP® professional with 39 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked at Independent Financial Group since 2022 and maintains a role with NPB Financial Group LLC since 2015. In addition to his advisory work, he holds an officer/director position in an insurance business outside of Independent Financial Group. 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 utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies to tailor client solutions.

Arthur Molloy is a CFP® and CFA® credentialed advisor with 45 years of experience in the financial industry. He is affiliated with Independent Financial Group, LLC and has been with the firm since 2003. Molloy is also the president and founder of Capital Growth Inc., a marketing DBA he has managed since 1983. In addition, he serves as a volunteer board member for the Brisa at Del Mar Mesa Homeowner's 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 financial planning and portfolio management through various platforms, combining strategic asset allocation with multi-manager portfolios using both passive and active investment strategies.