Benjamin Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Independent Financial Group, he has worked at Dixon & Associates and Alderson & Alderson PC, where he is involved in tax preparation, accounting, and bookkeeping services. He also serves as an officer and director of Dixon Advisory Group LLC, which provides similar consulting and tax filing services. 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 range of financial planning and portfolio management strategies using both firm- and third-party models, combining passive and active investments across standard risk profiles.

John Lee is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. He has worked at Independent Financial Group, LLC since 2005 and previously at National Planning Corporation from 2000 to 2005. Lee is also involved as an officer and director of LEE NG & ASSOCIATES, a DBA used for marketing purposes. 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 using both firm- and third-party models, combining strategic asset allocation with active and passive exposures across standard risk profiles.

Kenneth Burkett is a CFP® professional with 29 years of industry experience, currently with Independent Financial Group, LLC since 2016. He previously worked at Capital Financial Services, Inc. from 2008 to 2016. Outside of his advisory role, he is an officer and director of Burkett Farms, engaged in farming and farm management. 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 offers customized portfolio management and financial planning using both proprietary and third-party models, combining active and passive strategies across various risk profiles.

Walter Hansch is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Cetera Advisor Networks and Cetera Wealth Services, and he has operated Hansch Financial Group since 2005. Outside of advisory work, he is a licensed California real estate agent and insurance agent, and provides tax planning consulting through his independent contractor role. Independent Financial Group, LLC serves 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, employing both active and passive strategies combined with ongoing due diligence.

Jim Mcelravy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Independent Financial Group since 2010 and previously held positions at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory role, he is a licensed California insurance agent and serves as an officer and director for an entity involved in creation and marketing development. 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 services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes both firm- and third-party investment models tailored to client risk tolerances.

Timothy Tracy is a financial advisor with Independent Financial Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at NPB Financial Group LLC, Associated Securities Corp., Associated Planners Investment Advisory Inc., and Sentra Securities Corporation. In addition to his advisory work, he is also an insurance agent outside of his role 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, and corporate and pension plans. The firm employs both firm- and third-party investment models, offering portfolio management and financial planning through platforms such as AccessPoint and Schwab CAM, with a combination of active and passive investment strategies tailored to client risk profiles.

Donovan Kelly 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 worked at Independent Financial Group since 2012 and is the 100% owner of Kelly Accounting, a tax preparation and accounting firm. Kelly also serves as a Montana notary public and an insurance agent outside of his advisory role. 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, employing model-based strategies with a blend of active and passive exposures across various risk profiles.

Joyce Thomas is a financial advisor with Independent Financial Group, LLC in San Gabriel, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at VOYA Financial Advisors, Inc. from 2011 to 2015. Thomas is the owner of JTW Financial Services, Inc., which she uses for marketing 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 retirement plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client strategies across a range of risk profiles.

Kevin Williams is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His prior experience includes 16 years at H. Beck, Inc., along with ownership roles in Williams Financial Services and K.Q. Williams & Associates, which provides tax preparation and accounting services. He also serves as a church deacon, assisting with church services and congregation care. 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 investments tailored to client risk profiles.

David Wibbenmeyer is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Premier Financial Partners, LLC and Royal Alliance. Outside of his advisory role, he provides traditional insurance products through a sole proprietorship. 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 uses a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment strategies, operating as both a broker-dealer and investment adviser.

Stephen Perreault is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2014. Prior to that, he worked at Edward Jones for five years. Outside of his advisory role, he is a part-owner of a rental property in Baltimore, MD. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth clients, trusts, and institutional plans. The firm employs strategic asset allocation and a mix of passive and active managers across various risk profiles to develop tailored client investment strategies.

Dale Immekus is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Creative Financial Designs, Inc., cfd Investments, Inc., and Edward Jones. He is an owner and officer of Dedicated Financial & Insurance Services, offering securities, advisory, and insurance services since 2012. 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 firm- and third-party models to develop tailored client strategies and offers services through multiple platforms and asset management programs.

Bryan Hopkins is a CFP® with 24 years of industry experience, currently serving at Independent Financial Group, LLC. He also owns Hopkins & Company CPA, a full-service accountancy firm. Hopkins is actively involved in community service as the President Elect of the Eagle Kiwanis Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, combining strategic asset allocation with active and passive investment exposures.

Alex Staggenborg is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Premier Financial Partners, UBS Financial Services Inc., Riverland Wealth Management, and service in the United States Air Force both active duty and reserves. 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 utilizes a combination of strategic asset allocation and manager selection across passive and active exposures, delivering tailored client strategies through its proprietary and third-party platforms.

Scott Smith is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Capital Financial Services Inc., Signator Investors, Inc., and Morgan Stanley DW Inc. Outside of advising, he is co-owner of Abigail's Candy Shop in Clovis, CA. 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 employs a combination of model portfolios, third-party asset managers, and active and passive strategies to develop client-tailored investment solutions.

John Lord is a CFP® and CFA® credentialed advisor with 27 years of industry experience. He has worked at Independent Financial Group, LLC since 2013 and previously spent nine years at Hornor, Townsend & Kent, LLC. Outside of his advisory role, he holds a 50% ownership interest in a restaurant in San Diego. 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, portfolio management, and retirement plan services using a mix of firm- and third-party models with both passive and active investment approaches.

Steven Hadder is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has previously worked at NPB Financial Group, LLC, Associated Securities Corp., and Associated Planners Investment Advisory Inc. Outside of his advisory work, he volunteers as a committee member for the University of Redlands Hall of Fame and serves as tournament director for the Inland Empire Senior Golf 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, employing a mix of passive and active strategies tailored to client risk tolerances.

Jason Segawa is a CFP® with 22 years of experience in the financial services industry. He has been with Independent Financial Group, LLC since 2013, following brief tenures at BFC Planning, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he is involved as an officer of a family-owned civil and structural engineering firm and serves as president of a private family foundation. 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 tailored financial planning and portfolio management using both firm- and third-party models, combining active and passive strategies across multiple risk profiles.

Brett Little is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. He has been with Independent Financial Group since 2008 and worked previously at EPlanning Advisors Inc. from 2006 to 2008. Outside of his advisory role, he owns and operates Little Business Wealth Advisors, a California corporation offering life, health, long-term care, and disability insurance. Independent Financial Group 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 strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary management through various platforms and third-party programs.

Lewis Perkins is a CFP® with 34 years of industry experience, currently serving at Independent Financial Group, LLC since 2008. He previously worked at Financial West Group from 1997 to 2008 and is also the owner of Comprehensive Financial Solutions, Inc. Outside of his advisory roles, Perkins acts as a family dispute mediator and serves as treasurer for Northeast Neighbors, a community organization. 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 using a combination of firm- and third-party models, blending passive and active strategies within standard risk profiles.