Robert Bute is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked with Investors Capital Corp. and Ameriprise Advisor Services, Inc. In addition to his advisory role, Bute is a 50% owner of Destiny Insurance Agency and serves as an instructor providing financial education to the community. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs both firm- and third-party investment models and provides a range of portfolio management and financial planning services.

Peter Giannini is a financial advisor at Independent Financial Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including First Allied Advisory Services, INC., The Thom Group, and PRUCO Securities, LLC. Outside of his advisory role, Giannini serves as a board member of The Black Brant Group, a nonprofit, and volunteers on the board of Morro Bay Pups, a local dog park organization. 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 using both firm- and third-party models, combining strategic asset allocation with active and passive investment strategies.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance, among others. Outside of his advisory work, he is involved with Pacific Reliance Insurance as an independent contractor selling property and casualty insurance. 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 strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary management through multiple platforms.

Dennis Lindeman is a CFP® professional with 36 years of industry experience, currently serving at Independent Financial Group, LLC since 2007. Prior to that, he worked for Brookstreet Securities Corporation for nine years. He is also a board member of Smiles, a nonprofit organization in Fallbrook, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm utilizes both firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios across passive and active exposures.

Karalyn Carlton is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, Trademark Financial Management, LLC, and Pacific West Financial Consultants Inc. Outside of her advisory work, she serves as an officer and director for several affiliated entities and volunteers with the Washington Women's Foundation. 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 collaborative investment approach combining strategic asset allocation, multi-manager portfolios, and both active and passive strategies across various risk profiles.

Christina Woodford is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, LP for 24 years. She is also employed by Timothy Hayes Financial & Insurance Services, where she manages administrative duties and serves as a fixed annuity sales agent. 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 uses a combination of firm- and third-party investment models and offers discretionary and non-discretionary portfolio management across various platforms.

Charles Newton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at Independent Financial Group since 2022 and previously worked at Responsible Asset Management and NPB Financial Group. Newton serves on the board of the Utah chapter of Financial Planning Associates, focusing on government affairs. 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 uses a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to implement client strategies through both firm- and third-party models.

Jeremy Webb is a Series 66-licensed financial advisor with 13 years of industry experience, currently practicing at Independent Financial Group, LLC since 2017. Prior to his current role, he worked at SII Investments for four years. Webb operates under the marketing name Webb & Associates Financial Group, where he also provides insurance products as a licensed agent. Independent Financial Group, LLC serves 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 and third-party managers, employing a mix of passive and active strategies tailored to client risk profiles.

James Brandt is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes long-term roles at Fortis Investors, Inc. and his own firm, Brandt Financial Concepts. Outside of his advisory work, Brandt volunteers as a FEMA-certified trainer for disaster preparedness and serves as president of a homeowners association and a trustee on the Palatine Fire Pension Board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models that combine strategic asset allocation with ongoing manager due diligence.

Steven Sutley is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior work includes roles at Pension Planners Securities, Inc. and Cetera Wealth Services, LLC. He serves as a board member of 1230 Park Owners Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management services through multiple platforms, utilizing a combination of passive and active investment strategies tailored to client risk profiles.

Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked at several firms including LPL Financial LLC and Stratos Wealth Partners, LTD. 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 offers a range of financial planning and portfolio management solutions using both firm- and third-party models, combining active and passive strategies across varying risk profiles.

Frank Cuenca 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 roles include positions at International Assets Advisory, LLC, Sii Investments, The Retirement Group, and FSC Securities Corporation. Outside of advisory work, he holds officer and director roles in real estate sales and property management, though these properties are managed by a third-party firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and multi-manager portfolios across both passive and active exposures to implement client strategies.

Brett Williams is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior positions include roles at Sealy Investment Securities, LLC, PTX Securities, LLC, Cole Capital Corporation, and Equity Fund Advisors. Outside of his advisory work, Williams serves as an officer and director of a regional men’s softball league and is a member of a local board of education finance committee. 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 investment strategies that combine strategic asset allocation, multi-manager portfolios, and both passive and active exposures, supporting tailored client solutions through multiple platforms and third-party managers.

Aaron Buck is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His background includes roles at Patriot Investment Management Group Inc, Northstar Investment Advisory LLC, Facet Wealth, and several other firms. 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 a range of financial planning and portfolio management services through various platforms and employs a model-based approach that combines strategic asset allocation with both passive and active investment exposures.

Marian Geohegan is a CFP® professional with 26 years of experience in the financial industry. She is currently with Independent Financial Group, LLC and has previously worked at firms including IC Advisory Services Inc, The Investment Center Inc, and Woodbury Financial Services, Inc. Geohegan also operates Freedom Financial Group, a sole proprietorship providing investment services and selling fixed insurance products such as employee benefits. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm utilizes both proprietary and third-party models for portfolio management and combines passive and active investment strategies across various risk profiles.

Yuehua Yuan is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Independent Financial Group since 2016. Outside of his advisory role, Yuan works as an independent insurance agent offering various types of 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 firm- and third-party investment models, offering a range of portfolio management options and financial planning services.

Assen Kuklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Dempsey Lord Smith, LLC, Arkadios Wealth Advisors, Arkadios Capital, Skyway Capital Markets, LLC, and SQN Securities, LLC. Kuklin is also an officer and director of Wealth Retirement Solutions, a marketing DBA for a financial advisory office. Independent Financial Group, LLC provides 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 a range of portfolio management and financial planning services using both firm- and third-party models with a combination of passive and active investment strategies.

James Yee is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has previous work experience at Green Retirement and Independent Financial Group since 2020, as well as roles at Knife Sharpener and We Be Knives. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party programs, employing a combination of passive and active investment strategies tailored to client risk profiles.

Mark Gieser is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Crown Capital Securities, Lp and SII Investments, Inc. In addition to his advisory work, he operates a tax preparation business. 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 combines strategic asset allocation with both passive and active investment exposures.

Sara Rasmussen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Ameritas Advisory Services, COUNTRY Capital Management Company, and Global Atlantic Financial Company. She is also involved with C1 Wealth Management, LLC, where she engages in insurance services and comprehensive planning. 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 offers a range of financial planning and portfolio management solutions through multiple platforms and employs both passive and active investment strategies tailored to client risk profiles.