Daniel Loy is a financial advisor with Independent Financial Group, LLC and holds the Series 63 and Series 65 licenses. He has 28 years of industry experience, having previously worked at VOYA Financial Advisors, MSI Financial Services, and Citicorp Investment Services. Outside of his advisory role, he serves as a board member and secretary of the Venture Commerce Center Milpitas Condo Association. 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 using both passive and active investment approaches and supports its advisors with model portfolios and third-party asset manager programs.

Richard Mireles is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and with 19 years of industry experience. He has worked at Independent Financial Group since 2010 and has additional experience providing seasonal tax preparation services for H&R Block since 2009 and operating Mireles Tax Services since 2008. Mireles is also licensed as a life and health insurance agent and has worked as a real estate agent since 1996. 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/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan services using both firm-developed and third-party models across various risk profiles.

Hui Zhang is a financial advisor at Independent Financial Group, LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining Independent Financial Group in 2020, Zhang worked at Cetera, East West Bank, and Merrill. Outside of advisory work, Zhang serves as an officer and director of Sunrise Lending Inc, a mortgage lending firm, and is involved in sales coaching with Crump Insurance Company. Independent Financial Group, LLC provides advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm uses a combination of firm and third-party investment models and offers multiple portfolio management options, blending passive and active strategies across various risk profiles.

Michelle Vizzi is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 22 years of industry experience. She worked at Merrill from 2004 to 2009 before joining Independent Financial Group in 2009. Outside of her advisory role, she is the owner of a consulting business that provides economic research and market analysis. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management through various platforms, and employs a combination of passive and active investment strategies tailored to client risk profiles.

Gary Keller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is currently with Independent Financial Group, LLC, where he has worked since 2018. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity 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 plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with active and passive investment exposures.

David Ingram is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Independent Financial Group since 2011 and previously at J. W. Cole Advisors, Inc. from 2007 to 2011. Outside of his advisory role, he is the owner of a small real estate 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 institutional plans. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, combining active and passive exposures within multi-manager and hybrid portfolios tailored to client risk profiles.

Amy Frank Goldman is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses. Her prior experience includes roles at Kalos Management, OppenheimerFunds, and AllianceBernstein. Goldman is also the founder of Hug Hoboken, a nonprofit supporting local food pantries, homeless shelters, frontline workers, and seniors. 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, combining strategic asset allocation and manager selection with a mix of passive and active exposures.

James Fahy is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Independent Financial Group since 2022, following 18 years at AIG SunAmerica Capital Services. Fahy operates a DBA for marketing his financial services business, Fahy Financial Planning Group, LLC, which includes investments and insurance. 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, multi-manager portfolios, and ongoing due diligence to implement client strategies using both firm and third-party models.

Francesco Ruggeri is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at TCFG Investment Advisors, Securities America Advisors, and Wells Fargo, among others. Outside of advisory services, Ruggeri is a passive investor in several restaurant ventures, including a San Francisco omakase restaurant, and holds ownership in related business entities. 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 and multi-manager portfolios, offering both discretionary and non-discretionary management through various platforms and third-party managers.

Brian Zimmerman is a financial advisor with Independent Financial Group, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Independent Financial Group since 2012 and previously worked at Modern Capital Advisors, LLC. Outside of his advisory role, Zimmerman serves as president of the networking group LE TIP and is a board member of Torah High School. 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 and employs a model-driven investment process combining strategic asset allocation with active and passive management.

James Bashaw is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His previous roles include positions at International Assets Investment Management, B. Riley Wealth Management, and LPL Financial. Outside of advising, he serves on the boards of nonprofit organizations such as the Catholic Endowment Foundation of Galveston Houston and Catholic Charities, volunteers with the Houston Livestock Show and Rodeo, and is also a published author. 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 both firm- and third-party investment models with a blend of passive and active strategies, offering financial planning and portfolio management through multiple platforms.

Nathan Moore is a CFA® credentialed advisor with Independent Financial Group, LLC in San Diego, CA. He has one year of industry experience and previously worked at EbitDATA CRE and The Niki Group. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios that include both passive and active investments.

Cuong Thuyen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at several firms, including Capwest Securities, Inc., Tweed Financial Services, Inc., and United Securities Alliance, Inc. Thuyen is also involved in the local real estate community as a member of the West San Gabriel Valley Association of Realtors and the Arcadia Association of Realtors, and he owns Kong Financial Services, which offers health and life insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies tailored to client risk profiles.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Independent Financial Group and Warner Pacific and Cavalier Associates since 2012. In addition to his advisory work, Ruben provides medical services as an independent contractor and operates a consulting business utilizing his MBA for non-investment consulting services. Independent Financial Group, LLC offers investment advisory and brokerage services to 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 monitoring to deliver tailored investment strategies through various platforms and third-party programs.

Cristina Michel is a financial advisor at Independent Financial Group, LLC with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial, LLC and Independent Capital Management (Sage Point Financial). Outside of finance, she has been involved with Gelato Paradiso and the Sherman Heights Community 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 plans. The firm employs a combination of firm- and third-party models to develop client strategies and offers a range of portfolio management services across various risk profiles.

Marsha Williams is a Series 66-licensed financial advisor at Independent Financial Group, LLC with 23 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years and Crowell, Weedon & Co. for 6 years. 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 uses model-driven portfolio management combining passive and active strategies across multiple risk profiles.

Colin Peltier is a Series 66-credentialed financial advisor with two years of industry experience. He is currently affiliated with Independent Financial Group, LLC and Cornerstone Wealth Management. Outside of his advisory role, he serves as an insurance professional and provides notarial services to clients. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation and multi-manager portfolios, blending passive and active investment approaches tailored to client risk profiles.

John Underwood III is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Independent Financial Group, LLC. His career includes roles at Flemings, Raymond James Financial Services, Cambridge Investment Research, and Cornerstone Wealth Management. He also assists with client service and administrative support in an insurance-related capacity outside of his primary firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm offers financial planning and portfolio management through various platforms and uses a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence in its investment process.

Susan Schaufele is a financial advisor with Independent Financial Group, LLC in Westlake, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at Independent Financial Group since 2016 and previously held positions at Foothill Securities, Fintegra, Sanders Morris, SMH Capital Advisors, and Ferris, Baker Watts. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models with a blend of passive and active investment strategies tailored to client risk profiles.

Leigh Zachary is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and Ims Financial Advisors, Inc. Zachary serves as a board member of the Concept Therapy Institute, contributing to the organization's policy and procedure direction. 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 various platforms, combining strategic asset allocation with multi-manager portfolios across standard risk profiles.