David Vaz is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Independent Financial Group since 2004 and also serves as a board member of NOLAH, Inc., a charitable organization focused on projects for disabled veterans. Vaz maintains insurance agent roles outside of his advisory work. 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 emphasizes strategic asset allocation and combines active and passive investment approaches through various managed account platforms and third-party programs.

Kirk Badii is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Cantella & Co., Raymond James Financial Services, UBS Financial Services, and Credit Suisse Securities. Badii operates marketing entities for securities and advisory services under the names Badii Group Private Wealth Management and Badii Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, 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 a mix of passive and active investment exposures.

Brian Conrad is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Conrad also works as an insurance agent offering various types of insurance products. 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 strategic asset allocation, multi-manager and hybrid portfolios, and ongoing due diligence across a range of risk profiles, delivering financial planning and portfolio management through multiple platforms and third-party asset managers.

James Franklin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Southwest Financial Services, Cetera Advisor Networks, and Merrill. Franklin is also the owner of Southwest Financial Services and is involved in selling fixed insurance products such as life insurance, annuities, and long-term care. 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 employs both firm- and third-party models to create customized investment strategies, combining passive and active approaches across various risk profiles.

Paul Huddle is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has maintained roles with multiple firms, including Ps Financial Group since 1995 and Everbank from 2005 to 2017. Outside of advising, Huddle owns and provides consulting services through PS Huddle Construction and offers notary services through his own business. He also serves as a board member for the HOA at Lofts on 4th. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a combination of firm- and third-party investment models and portfolio management strategies, integrating both passive and active investment exposures tailored to client risk profiles.

Kobe Couyoumjian is a financial advisor at Independent Financial Group, LLC in Tustin, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Independent Financial Group since 2020, with an earlier period as a student. He is also involved in a marketing DBA named Cinergy Financial as a registered representative. 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 provides financial planning and portfolio management through various platforms, utilizing both firm and third-party models tailored to client risk profiles.

Thomas Otten is a financial advisor with Independent Financial Group, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has previously worked at firms including First Allied Advisory Services, Avisen Advisors, Wells Fargo Clearing, and Prudential Equity Group. Otten is also the owner and Investment Adviser Representative of Analytic Wealth Strategies, Inc., a financial and advisory services firm he has operated since 2009, and serves as co-trustee for a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers various portfolio management and financial planning services, utilizing both firm and third-party models with a mix of passive and active investment strategies.

John Eric Hoemeyer is a CFP® with 37 years of industry experience, currently with Independent Financial Group, LLC. His prior experience includes roles at Royal Alliance Associates, Premier Financial Partners, LPL Financial, and WS Griffith Securities. He serves as a board member for the not-for-profit New Haven Care Center. 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 multiple platforms, combining strategic asset allocation with active and passive investment strategies.

Eric Wong is a CFP® professional affiliated with Independent Financial Group, LLC, with four years of industry experience. He has worked at W Wealth Strategies and Independent Financial Group since 2021 and previously spent one year with Lee, Nolan & Koroghlian. Wong is also engaged in insurance sales, including life, long-term care, and disability income insurance, and provides tax preparation services. 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 both firm- and third-party models for portfolio management, combining strategic asset allocation and multi-manager approaches with ongoing due diligence.

Maica Walker is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Valic Financial Advisors. Outside of her advisory work, she owns a book publishing and marketing company and is involved in motivational public speaking. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans, offering financial planning and portfolio management through multiple platforms and third-party asset managers. The firm combines strategic asset allocation with ongoing due diligence across active and passive investment exposures.

Tristan King is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Cantella & Co., Inc., UBS Financial Services Inc., and Morgan Stanley. 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 utilizes both firm- and third-party investment models across discretionary and non-discretionary portfolios, combining active and passive strategies with ongoing manager due diligence.

David Ferguson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes 16 years at Arque & Co. Incorporated and Arque Capital, Ltd., as well as a year at Wedbush Securities Inc. prior to joining Independent Financial Group in 2023. Independent Financial Group, LLC offers 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 combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence through both firm- and third-party models to tailor investment strategies to client risk profiles.

Jason Koch is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Independent Financial Group since 2021 and previously spent time with Royal Alliance Associates, Sii, and Axa Advisors. Independent Financial Group provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses both firm- and third-party models to develop client strategies, combining passive and active investments across various risk profiles.

Matthew Marcom is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Cetera Advisors LLC and NEXT Financial Group, and he has served as an expert witness in securities litigation since 2011. Outside of advising, he acts as an expert witness in securities cases, providing testimony and reports. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutions. The firm offers a range of financial planning and portfolio management services, combining strategic asset allocation with a mix of passive and active investments across varied risk profiles.

Steven Jones is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including MSI Financial Services, Inc. and MetLife Investment Fund Services LLC. In addition to his advisory role, he is also licensed as an insurance agent offering 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 corporate and pension plans. The firm employs model-based portfolio construction with both active and passive strategies, offering financial planning, discretionary and non-discretionary management, and retirement plan services.

Garth Krieger is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He has held Series 63 and Series 66 registrations and worked at Woodbury Financial Services, Inc. prior to joining Independent Financial Group in 2008. Outside of his advisory role, he operates as an independent insurance contractor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm offers financial planning and portfolio management services through multiple platforms and employs a mix of passive and active investment strategies combined with ongoing due diligence.

Joe Miller Jr. is a financial advisor with Independent Financial Group, LLC in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Independent Financial Group since 2003 and previously worked at Sentra Securities Corporation. Outside of financial advising, Miller is managing member of CK Enterprises LLC, a horse stable, and is involved in consulting services through Beacons LLC, where he provides business analysis and risk management. He also serves as CEO of Beacons Inc, overseeing business operations and regulatory compliance. 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 utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies delivered through various platforms and third-party manager programs.

John Mckeon is a Series 66-licensed financial advisor with Independent Financial Group, LLC, where he has worked since 2009. He has 19 years of industry experience, including two years at Pacific West Financial Consultants Inc. Outside of his advisory role, he is a 50% owner of Tradewinds Beagles, a business involved in raising, showing, and breeding AKC-registered beagles, and volunteers with Snohomish County Volunteer Search and Rescue as well as The Rock Church safety/security team. 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, portfolio management, and retirement plan services using a combination of firm and third-party models, integrating strategic asset allocation with ongoing due diligence.

Jennifer Riel is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has one year of industry experience and previously worked at The Investment Center, Inc. She has also been involved in municipal roles with the towns of Epsom, Alton, and New Durham in New Hampshire. 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 and portfolio management through various platforms, using both firm- and third-party models tailored to client risk profiles.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at National Planning Corporation, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he writes a weekly digest and is involved with tax preparation and accounting services through Primary Wealth Partners. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering financial planning, portfolio management, and retirement plan services. The firm employs a model-driven investment approach combining strategic asset allocation with both active and passive management.