Chelsea Petrizzo is an investment advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has five years of industry experience and has previously worked at CUSO Financial Services, LP and CUNA Brokerage Services, Inc., among other roles. In addition to her advisory work, she is involved with Boulder Dam Credit Union and the Clark County School District. 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 both firm- and third-party models for portfolio management, combining strategic asset allocation with ongoing due diligence across a mix of passive and active investment exposures.

Peter Stratton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 27 years of industry experience. He has worked with Independent Financial Group since 2018 and was previously with Union Capital Company for two years. Stratton is also the sole owner and officer of Stratton & Associates Accountancy Corporation, a CPA firm providing tax preparation and accounting services. 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 a combination of proprietary and third-party models for portfolio management and financial planning, employing both passive and active investment strategies across various risk profiles.

Daniel Mann is a financial advisor with Independent Financial Group, LLC in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior experience includes roles at Kalos Capital, Kalos Management, Cornerstone Wealth Management, and The Somerset Group, Inc. He also serves as an insurance agent outside of his work at 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, corporations, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a model-driven approach combining strategic asset allocation with multi-manager portfolios across a range of risk profiles.

Gurvinder Aujla is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Merrill, Avantax Investment Services, Bancwest Investment Services, J.P. Morgan Securities, and Chase Investment Services Corporation. Outside of advisory work, he is involved in tax preparation, bookkeeping, small business consulting, and also works as a licensed real estate agent and loan officer. 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 plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.

Jesse Cox is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at LPL Financial and Financial Advisors Network, Inc. He is an officer and director of Cox Financial Planning, Inc., a business entity for tax and investment purposes. 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 financial planning and portfolio management through various platforms and employs a model-based approach combining active and passive strategies tailored to client risk profiles.

Jigar Doshi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at First Midwest Securities, Inc. from 2010 to 2015 before joining Independent Financial Group in 2015. Doshi serves as a board member for the non-profit Vernon Hills Indian Association. 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 multiple platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Jay Wahlin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and totaling 27 years of industry experience. He has worked at Independent Financial Group since 2013 and has been the owner of Jay D Wahlin An Accountancy Corporation, providing tax preparation, accounting, and trustee services, since 1980. Wahlin also serves as an executor and trustee for various estates and trusts. Independent Financial Group, LLC offers 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 provides financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across standard risk profiles.

Matthew Belardes is a financial advisor with Independent Financial Group, LLC, holding the CFP® and CFA® designations and bringing 20 years of industry experience. His prior roles include positions at Credit Suisse Securities, Morgan Stanley, Wells Fargo Advisors, and Citigroup Global Markets. He is also the owner of Praesidio Estate Planning, providing estate planning advice and legal document drafting. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs a combination of firm- and third-party models to develop tailored investment strategies and manages portfolios using a mix of passive and active exposures across various risk profiles.

Jack George is a financial advisor at Independent Financial Group, LLC in Sacramento, CA, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera and Strategic Advocates, before joining Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and programs, employing a combination of strategic asset allocation and multi-manager portfolios.

Grant Hansen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill for six years before joining Independent Financial Group in 2016. Outside of his advisory role, Hansen is a joint owner of residential and part-time rental properties. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, employing a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor investment strategies to client risk profiles.

Joseph Gieser is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Crown Capital Securities, Lp and Xanterra. In addition to his advisory work, Gieser serves as Vice President of CAPS Management, where he is involved in tax preparation and accounting services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies across a range of risk profiles.

Gregory Chachas Jr. is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and with 40 years of industry experience. His prior roles include positions at Wedbush Securities Inc., Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He serves as a board member or officer for Chachas Land Co Inc. and Comstock Land and Mining LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, employing a combination of passive and active strategies tailored to client risk profiles.

Charles Weldon is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked with firms including Cetera Advisor Networks LLC and Girard Securities, Inc. He is a board member of the Buena Vista Homeowners Association in Boca Raton, FL. 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 offers financial planning and portfolio management through various platforms and employs a combination of passive and active strategies tailored to client risk profiles.

Richard Bolek is a CFP® with 35 years of industry experience, currently affiliated with Independent Financial Group, LLC. He has worked with Independent Financial Group and Strategic Financial Group since the early 1990s. In addition to his advisory role, he is an owner of a tax preparation and accounting firm and is involved in marketing securities and advisory services under a related DBA name. 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, portfolio management, and retirement plan services through multiple platforms and employs a combination of strategic asset allocation and manager selection processes.

Thomas Kehoe is a CFP®, ChFC®, and Series 63 holder with 29 years of industry experience. He has worked at Independent Financial Group, LLC since 2016 and previously spent ten years at MSI Financial Services, Inc. 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 services using both firm- and third-party models, combining passive and active investment exposures across various risk profiles.

David Ebner is a financial advisor with Independent Financial Group, LLC in Wadsworth, OH, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior work includes roles at New England Securities, Equitable Advisors, Invest Financial Corporation, and Charter One Securities. Outside of his advisory work, he serves as a financial and business advisor and CFO for a family-owned retail business. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, and institutional entities. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and both active and passive investment strategies across various risk profiles.

John Kolody Jr. is a financial advisor at Independent Financial Group, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and maintains an active CPA practice focused on tax preparation and accounting for individuals and businesses. His prior experience includes roles at Ic Advisory Services Inc, The Investment Center Inc, and Securities America, among others. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm employs a combination of discretionary and non-discretionary portfolio management strategies using firm- and third-party models, integrating both passive and active investment exposures across standard risk profiles.

David Mccord is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He previously worked at Cornerstone Financial Services, Inc. for 33 years and has served as an operational administrator for Liberty Silver & Gold. Additionally, he is an elder and board member at Dallas North Town Church Ministry Organization. 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, portfolio management, and third-party asset manager programs, employing a mix of passive and active strategies through various platforms and model-based client proposals.