Paul Pendorf II 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 roles at Massachusetts Mutual Life Insurance Company and self-employment since 1994. He serves as secretary on his condominium association’s board of directors. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses a combination of firm- and third-party models to develop tailored client strategies with a mix of active and passive portfolio exposures across various risk profiles.

Lianne Larson is a financial advisor with Independent Financial Group, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Independent Financial Group since 2022 and concurrently holds leadership roles at LNL Retirement, LLC and NPB Financial Group, LLC. Larson also serves as Chief Operations Officer and board member at KDM Meridian. 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 using both passive and active investment exposures.

Alexander Lessard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at UBS Financial Services and Mass Mutual Investors Services before joining Independent Financial Group in 2010. Lessard is also involved in various nonprofit and educational roles, including serving as a board member for Thomas Aquinas College and as an adjunct professor teaching the history and philosophy of Catholic education. 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 offers financial planning and portfolio management through multiple platforms, utilizing both firm-developed and third-party models tailored to client risk profiles.

Zhongkai Wang is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. He has been with Independent Financial Group since 2016 and briefly worked at IBS Electronics the same year. Outside of his advisory role, Wang is involved in insurance services as an agent and employee of Banny Financial Services. 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 model-driven approach combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both active and passive investments.

Sean Agahi is a financial advisor with Independent Financial Group, LLC in Van Alstyne, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Independent Financial Group in 2015, he worked at several firms including Horizon Wealth Group, First Allied Advisory Services, and Valentine Capital Asset Management. Agahi is the 100% owner of Horizon Wealth Group, LLC, a business providing marketing, financial planning, and insurance services since 2007. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm employs both firm- and third-party models to develop tailored client strategies, utilizing a combination of passive and active portfolio exposures and ongoing manager due diligence.

Kelly Clyde is a Certified Financial Planner® with 22 years of industry experience. He has been with Independent Financial Group, LLC since 2009 and previously worked at Morgan Stanley DW Inc. He serves as a board member for Good Boy Golf LLC and volunteers on the board of the LIFT Foundation, a local nonprofit where he helps plan and execute major annual events. 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 combination of strategic asset allocation, multi-manager portfolios, and ongoing manager due diligence, offering both passive and active investment options tailored to client risk tolerances.

William Hoff is a Series 66-licensed advisor with Independent Financial Group, LLC, where he has worked since 2022. He has two years of industry experience and previously worked at Infinity Retail Services. Outside of his advisory role, Hoff volunteers at Shell Lake Full Gospel Church, where he plays music at annual conferences and assists with various church activities. 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 and multi-manager portfolios across various risk profiles, offering both discretionary and non-discretionary management through multiple platforms.

William Dobbins is a CFP® professional with 28 years of industry experience, currently serving at Independent Financial Group, LLC since 2018. His prior work includes eleven years at LPL Financial and earlier roles at Investors Capital Corp. and Eastern Point Advisors. Dobbins holds a notary public position and is the sole owner of WGD Wealth Management, a DBA used for marketing purposes. He also serves as a volunteer board member for Center Cemetery in Norfolk, CT. 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 passive and active investment strategies tailored to client risk profiles.

Jessica Couvillion is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 21 years of industry experience. She has been with Independent Financial Group since 2007 and serves as Executive Vice President on the board of Health Agents for America, an organization representing independent health insurance agents in regulatory matters. Couvillion is also the owner of Couvillion Consulting, LLC, which offers sales of various 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 institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment approaches tailored to client risk profiles.

Bruce Levitus is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at OSAIC for 21 years and spent time at DJK Consulting before joining his current firm. Outside of his advisory role, he volunteers for the Alzheimer's Foundation of America, organizing fundraising activities linked to his hobbies of paddling and skiing. 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 firm and third-party models to develop tailored investment strategies, offering both discretionary and non-discretionary portfolio management across multiple platforms.

Gail Urban is a CFP® professional with 17 years of industry experience, currently with Independent Financial Group, LLC since 2019. She previously worked at Edward Jones for 10 years. Urban serves on several local nonprofit boards and volunteer committees, including Greater Manhattan Community Foundation and Big Brothers/Big Sisters Community Leadership Council. 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, strategic asset allocation, and ongoing due diligence to develop tailored client investment strategies.

Robert Davidson Jr. is a financial advisor with Independent Financial Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Royal Alliance and Centaurus Financial, Inc. He also teaches a pre-retirement course for federal employees through Arlington County Public Schools. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning, portfolio management through various platforms, and uses a combination of firm- and third-party models to tailor strategies based on client risk profiles.

Timothy Vitense is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America between 2016 and 2021. 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 multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies.

Troy Folk is a Certified Financial Planner® (CFP®) with 13 years of industry experience currently affiliated with Independent Financial Group, LLC. He has worked with Independent Financial Group since 2013 and is also associated with StoneKimbro Financial Services. Outside of his advisory role, he owns a tax preparation and accounting practice and is a licensed insurance agent and notary public. 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 mix of passive and active investment strategies through its proprietary platforms and third-party managers, offering tailored portfolio solutions aligned with client risk profiles.

Po Ying Chen is a CFP® professional with 10 years of industry experience, currently serving at Independent Financial Group, LLC. Prior to joining Independent Financial Group in 2021, Chen worked at Globalink Securities, TransGlobal Advisory, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, Chen holds officer and director roles in an insurance agency and provides mortgage lending services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party models to develop personalized investment strategies, combining passive and active management across various risk profiles.

Shao Tsung Tseng is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 16 years of industry experience. Prior to joining Independent Financial Group in 2015, he briefly worked at VOYA Financial Advisors, Inc. and Guardian Life. Outside of his advisory role, he is also licensed as a California insurance agent offering various insurance products. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans, providing investment advisory and brokerage services. The firm employs a mix of active and passive investment strategies through various platforms and third-party managers, tailoring client portfolios based on risk tolerance and ongoing due diligence.

Scott Brady is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Independent Financial Group since 2019 and previously was at VOYA Financial Advisors. Brady also operates Brady Financial Planners and has served as an insurance agent offering fixed insurance products. Independent Financial Group 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 and uses both firm- and third-party models to tailor client investment solutions.

Frances Makino is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She previously worked at Commonwealth Equity Services, Inc. for 33 years and has been involved with Howard Community College for nearly four decades. Outside of advising, she teaches a basic personal finance course for Howard County Parks & Recreation. 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 firm- and third-party models to develop client strategies, using both passive and active investment exposures across standard risk profiles.

Lane Steel is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Key Investment Services LLC. Outside of advisory work, he owns and operates a farm raising cattle and hay and serves as a volunteer on the Jefferson County Planning and Zoning board. 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 strategic asset allocation, multi-manager and hybrid portfolios, and both passive and active investment exposures.

Bradford Tom is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at LPL Financial, Securities America Advisors, Inc., and Bancwest Investment Services, Inc. In addition to his advisory work, he is a licensed insurance agent offering various insurance products in Hawaii. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs a combination of firm- and third-party investment models across multiple platforms, integrating strategic asset allocation with active and passive management approaches.