Joel Hooper is a financial advisor with Independent Financial Group, LLC in Roseburg, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at LPL Financial for 24 years before joining Independent Financial Group in 2017. Hooper is the owner of two marketing entities, Financial & Estate Planning Inc and Hooper Wealth Management Group, LLC. 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 portfolio management options and financial planning services, utilizing both firm- and third-party investment models tailored to client risk profiles.

Nimish Shah is a financial advisor at Independent Financial Group, LLC with a Series 66 designation and no prior industry experience. He has been with Independent Financial Group since 2025 and has an ongoing affiliation with Columbia University since 2016. 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 a range of portfolio management and financial planning services using both firm- and third-party models, blending passive and active exposures across standard risk profiles.

Hal Lippman is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 32 years of industry experience, including prior roles at LPL Financial, Grove Point Investments, CETERA Advisor Networks, and Summit Financial Group. Outside of his advisory work, Lippman is an officer and director of SLR Accounting, Inc., a tax preparation and accounting firm. 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 entities. The firm employs a model-driven investment approach combining strategic asset allocation with both passive and active management across multiple risk profiles.

Jerry Tuma is a financial advisor at Independent Financial Group, LLC in Dallas, TX, with 44 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Tuma has been associated with Cornerstone Financial Services, Inc. since 1983 and has been with Independent Financial Group since 2012. In addition to his advisory work, he is the owner of Liberty Silver & Gold, LLC, which sells physical gold and silver bullion and coins, and he is also an author and public speaker. 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 utilizing both firm and third-party models, combining passive and active investment strategies across standard risk profiles.

Yasser Ahmad is a financial advisor at Independent Financial Group, LLC with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Independent Financial Group in 2019, he worked at Growth Capital Services, Direct Lending Investments, TD Ameritrade, and Wells Fargo Advisors. Ahmad is co-owner of Laurelwood Capital Management and AHMAD & BETANCOURT, INC., entities used for marketing and tax/investment purposes, and is also a licensed insurance agent. 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 various platforms and programs, combining strategic asset allocation and multi-manager portfolios with passive and active investment exposures.

Jack Stark I is a Series 66-licensed financial advisor with Independent Financial Group, LLC, based in San Diego, CA. He has three years of industry experience, including roles with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he spent several years as a student. 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 through multiple platforms, and utilizes a combination of strategic asset allocation and manager selection processes that include both passive and active investment exposures.

Tina Tannery is a financial advisor with Independent Financial Group, LLC in Richardson, Texas, holding a Series 66 designation and 26 years of industry experience. She previously worked at LPL Financial for 12 years before joining Independent Financial Group in 2013. Outside of her advisory role, she is a notary public and co-owns a marketing DBA related to her business activities. 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 offers financial planning, portfolio management through various platforms, and utilizes a combination of strategic asset allocation and multi-manager portfolios across risk profiles.

Philip Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chase Investment Services Corp. He is also the owner of PRJ Wealth Management, LLC, an entity used for tax 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 plans. The firm combines strategic asset allocation with multi-manager portfolios and offers financial planning and portfolio management through various platforms.

Sharon Green is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. Her prior roles include positions at Woodbury Financial Services INC, Annex Advisory Services, LLC, and SII Investments, Inc. She serves as a FINRA arbitrator and teaches adult education classes at several institutions including WCTC, Marquette, and Alverno College. 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 combines strategic asset allocation with multi-manager portfolios and uses both passive and active investment exposures across various risk profiles.

Catherine Brown is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Independent Financial Group since 2009, previously serving at National Planning Corporation and operating CB Wealth Management since 2000. Brown is active in her community, serving as a board member for the University of Notre Dame Alumni Club in Palm Springs, the Executive Woman’s Golf Association of Palm Springs, the Palm Desert Chamber of Commerce, and Soroptimist International of Palm Desert. 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 emphasizes client-tailored strategies through proprietary and third-party models, combining active and passive investment approaches across standard risk profiles.

Andrew Cashiola is a financial advisor at Independent Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Raymond James Financial Services, Ameriprise Financial Services, Hilltop Securities, Morgan Keegan & Company, and UBS Financial Services. Independent Financial Group, LLC serves a broad client base including 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 programs, employing model-based strategies that combine active and passive investments across standard risk profiles.

Kathy Keadle is a Series 66-credentialed financial advisor with 22 years of industry experience. She is affiliated with Independent Financial Group, LLC and has held ownership roles in several related entities, including Keystone Financial Services and the Keystone Foundation for Financial Education, a nonprofit providing free financial workshops. In addition to her advisory work, she manages tax preparation services through Keystone Tax Preparation LLC. 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 plans, and charitable organizations. The firm employs a combination of firm- and third-party models, with strategic asset allocation and multi-manager portfolios, and provides both discretionary and non-discretionary portfolio management.

Frank Wong is a CFP® professional with 43 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at National Planning Corporation and Mass Mutual Investors Services. Outside of his advisory role, he volunteers as a part-time teacher at Hunter College and provides tax preparation and insurance services through his independent activities. 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 strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm and third-party models.

Matthew Newman is a financial advisor at Independent Financial Group, LLC with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Cambridge Investment Research, Securian Financial Services, and Cetera Wealth Services. Outside of his advisory role, he acts as an executor and power of attorney for immediate family members. 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 utilizes a range of investment platforms and combines strategic asset allocation with multi-manager portfolios, offering both active and passive investment exposures tailored to client risk profiles.

Roderick Evans is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2021. Prior to this, he worked for 25 years at Hornor, Townsend & Kent, Inc. He is a board member of Rancho Santa Fe Farms Golf Club. Independent Financial Group 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 model-driven approach combining strategic asset allocation and multi-manager portfolios across various risk profiles.

Gregory Bernhardt is a CFP® with 46 years of industry experience, currently affiliated with Independent Financial Group, LLC. His career includes significant tenures at Clayton Consulting Group since 1994 and NPB Financial Group, LLC from 2013 to 2022. Bernhardt also held a position at Kingswood Capital Partners, LLC in 2022. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing both passive and active investment strategies through discretionary and non-discretionary portfolio management.

Angela Lord is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Independent Financial Group since 2016 and has been associated with Capital Financial Consultants since 2012. Outside of financial advising, she is the owner and hypnotherapist at Feel Good on Purpose. 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 through various platforms and employs strategies combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence.

James Senglaub is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Independent Financial Group since 2020 and previously spent six years at Sagepoint Financial Inc. Senglaub has operated The Senglaub Financial Group since 1986. Outside of advising, he is a part-owner of several LLCs that hold land rented to unrelated farmers. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and third-party asset manager programs, utilizing strategic asset allocation and a combination of passive and active investment approaches.

Richard Soennichsen is a CFP® with 41 years of industry experience, currently serving at Independent Financial Group, LLC since 2024. His prior roles include tenures at Grove Point Advisors, LLC, Grove Point Investments, LLC, H. Beck, Inc., and AFA Advisor Services LLC. He is also a licensed California insurance agent with experience dating back to 1985. 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 employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active exposures to develop client strategies through discretionary and non-discretionary management platforms.

Aaron Digiamarino is a Series 66-licensed advisor with Independent Financial Group, LLC, based in Diamond Bar, CA. He joined the firm in 2026 and has prior work experience with Crossroads Equipment Lease & Finance from 2020 to 2025. 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 employs a combination of strategic asset allocation and multi-manager portfolios, offering both active and passive investment exposures through various platforms and third-party managers.