Kelsey Hasterlik is a CFP® with 15 years of industry experience, currently with Independent Financial Group, LLC since 2018. Prior to joining Independent Financial Group, she worked at Emerson Equity LLC, Nelson Brothers Professional Real Estate, Shopoff Securities, Inc., SGL Investment Advisors, Inc., and Lord, Abbett & Co. LLC. She also provides consulting services as an independent contractor to Mountain View Capital, LLC. Independent Financial Group, LLC serves individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing 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 ongoing due diligence in its investment approach.

Matthew Sessa is a financial advisor at Independent Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Timothy Hayes Financial & Investment Services Inc. and Crown Capital Securities, LP. Outside of financial advising, he is a licensed health insurance agent, a notary public, and an enrolled agent preparing taxes. 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 employs a combination of strategic asset allocation and manager selection across passive and active exposures to deliver tailored investment solutions using both firm- and third-party models.

Austin Lemoine is a financial advisor with Independent Financial Group, LLC in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Lemoine has worked with various emergency services organizations, including Murrieta Fire & Rescue and Morongo Basin Ambulance. 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 financial planning and portfolio management solutions utilizing both firm- and third-party models.

Jon Greulich is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Principal Securities, Bb&T/John Burman Insurance, and Equitable Advisors. Outside of his advisory work, he is involved in selling employee benefits and group health plans through separate insurance businesses. Independent Financial Group, LLC serves 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, blending passive and active investments across various risk profiles.

Michael Tannery is a financial advisor with Independent Financial Group, LLC in Richardson, Texas, holding Series 63 and Series 65 licenses and with 38 years of industry experience. Prior to joining Independent Financial Group in 2013, he worked at LPL Financial for 12 years. He is the owner of a tax preparation and accounting firm and serves as a volunteer board member at the Richardson YMCA. 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 range of portfolio management strategies and third-party asset managers, combining passive and active investments to create customized client solutions.

Marcus Henderson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior affiliations include Royal Alliance Associates, Inc. and Signator Investors, Inc. Henderson serves as CFO and Treasurer, as well as a board member for the AME Church, reflecting involvement in nonprofit financial management. 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 both firm- and third-party investment models, emphasizing strategic asset allocation and ongoing portfolio monitoring across passive and active strategies.

Joshua Levitus is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including OSAIC and New Century Financial Group. Levitus's background also includes teaching and working at Lehigh University. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional plans, providing financial planning and portfolio management through various platforms and third-party asset managers. The firm combines strategic asset allocation with multi-manager portfolios, offering both passive and active exposures tailored to client risk profiles.

Bryce Jones is a CFP® with 12 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. Prior to this, he worked at Bank of America and Merrill from 2014 to 2022. He serves as a board member of a family-owned business and is involved with a non-profit organization, the Carry You Foundation. 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 multiple platforms, using both firm- and third-party models tailored to client risk tolerances.

Thomas Dahl is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Capital Financial Services, Inc. Outside of his advisory role, Dahl is involved in several entrepreneurial ventures including ownership of a restaurant, real estate investment and management, and participation in local community activities such as the Optimist Club. 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 utilizes a range of portfolio management approaches and third-party asset managers, combining active and passive strategies tailored to client risk profiles through proprietary and external models.

Christopher Divito is a financial advisor at Independent Financial Group, LLC with 36 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2009, he worked at Waterstone Financial Group, Inc. from 2006 to 2009. Divito serves on the Board of Directors of Westlawn Square Unit Owners Association. Independent Financial Group 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 mix of strategic asset allocation and multi-manager portfolios using both passive and active strategies, offering services through various platforms and third-party manager programs.

Scott Machen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Independent Financial Group since 2009. Outside of his advisory role, he is a licensed California insurance agent and manages a tax-related business entity, Scott Machen, LLC. Independent Financial Group 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 proprietary and third-party models for portfolio management, combining active and passive investment strategies across various risk profiles.

John Dewey Jr. is a CFP®, ChFC®, and Series 63-licensed financial advisor with 48 years of industry experience. He currently works at Independent Financial Group, LLC, having joined in 2021, following eleven years at Sagepoint Financial, Inc., and eighteen years with AIG American General Life Insurance Company. Outside of his advisory role, Dewey volunteers with Tentmakers, where he helps individuals align their financial decisions with their values, and he serves as a football coach for a local school district. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm utilizes a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investment exposures across various risk profiles.

Dirk Jacobs is a financial advisor with Independent Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked with Independent Financial Group since 2008 and previously held roles at Concord Equity Group Advisors, LLC, The Concord Equity Group, LLC, and LPL Financial. Outside of his advisory role, Jacobs is an insurance agent offering various insurance products and is the sole owner of DCJACOBS Inc., a business entity used for tax and investment purposes. 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 through multiple platforms, combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence with both passive and active investment exposures.

John Velez is a financial advisor at Independent Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Command Advisory Services and First Command Brokerage Services. Outside of his advisory role, he is the owner of Quantum Business Coach, providing business coaching services, and serves as a board member of the Dove Mountain Rotary. He will also teach a course on Ethical Wills at the University of Arizona in 2025. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes strategic asset allocation and a combination of active and passive management through both proprietary and third-party models to tailor portfolios according to clients’ risk tolerances.

Colby Taylor is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and six years of industry experience. Before joining Independent Financial Group in 2018, he worked at Deloitte from 2016 to 2018. Additionally, Taylor provides marketing consulting services as an independent contractor for AlphaSights. Independent Financial Group offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans, utilizing a combination of firm- and third-party investment models across multiple platforms.

Russell Hitchcock is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He is also involved with Lang Wealth Management and JD Lang & Associates, where he prepares individual and entity tax returns for clients. 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 offers a range of portfolio management and financial planning services utilizing both firm- and third-party investment models.

Bradley Epstein is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has held roles at Epstein & Kolacz Wealth Management since 2006 and maintains a CPA practice through Epstein & Company PC. Epstein is also involved in tax preparation and consulting services with EB Tax Advisors PLLC. 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 employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, providing discretionary and non-discretionary portfolio management through various platforms.

Bryan Wertzer is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Independent Financial Group since 2009 and previously held positions at Pension Planners Securities, Inc. and Cetera Wealth Services, LLC. Wertzer is also a 50% owner of Sutley Wertzer, Inc., a marketing DBA related to his advisory work. Independent Financial Group, LLC offers 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 investment models and provides financial planning and portfolio management across multiple platforms.

Zachary Dahl is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory work, Dahl is involved in local community organizations, serving on boards for the Sauk Prairie Sports Booster and Sauk City Chamber of Commerce, and volunteers with a children’s hospital foundation. He also owns a tent rental business. 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 offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models combined with strategic asset allocation and ongoing due diligence.

Michael Senglaub is a financial advisor at Independent Financial Group, LLC with 8 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Independent Financial Group in 2019, he worked at Sagepoint and operated Senglaub Financial Group. He serves on the boards of the Catholic Community Land Development Project and the Institute for Human Stewardship. 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 utilizes a range of model portfolios, third-party asset managers, and retirement plan services to deliver tailored investment strategies.