Elle Moser is a Series 65-licensed financial advisor with Independent Financial Partners, bringing six years of industry experience. She has worked at Independent Financial Partners since 2020 and also holds roles at Hilton and other firms dating back to 2015. Outside of her advisory role, Moser serves as Director of Business Development and Financial Wellness Coach at Advanced Strategies Group. Independent Financial Partners operates a decentralized advisory model, supporting a nationwide network of advisors who provide investment advisory, financial planning, trust, and retirement-plan services. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a wide range of individual, charitable, corporate, and high-net-worth clients.

Dessiray Goutremout is a financial advisor with Independent Financial Partners holding a Series 66 designation and one year of industry experience. Prior to joining IFP Securities, LLC, Dessiray has worked at Carthage Savings and Loan, NA since 2011 and is employed part-time at Time Warp Tavern, a local sports bar. Dessiray also serves as a swimming and diving official for the New York State Public High School Athletic Association. Independent Financial Partners is a nationwide enterprise firm offering investment advisory, financial planning, trust, and retirement-plan services through a multi-advisor platform. The firm supports a decentralized advisory model, retirement-plan consulting, and trustee services, managing over $12.5 billion in assets as of the end of 2024.

John Carroll is a financial advisor with Independent Financial Partners, holding a Series 66 license and 24 years of industry experience. He has worked with IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Carroll serves on multiple nonprofit and community boards in Louisiana, including roles with the Louisiana Health Care Quality Forum, Utility Restoration Committee, and local economic development authorities, and he is involved in a project to renovate a historic building in downtown Alexandria through a private investment group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and offers a notable retirement-plan advisory capability, serving a broad client base including individuals, charitable entities, corporations, and high-net-worth clients.

Douglas Ebner is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., Triad Advisors, and operating the Ebner Financial Group for over a decade. Outside of advisory work, he is involved in health and dental sales and service through Ebner Financial Group and is a partner in a bitcoin mining venture, Krush Technologies. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Donald Miller is a CFP® professional with 28 years of industry experience, currently affiliated with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, INC. and SCF Securities, Inc. for ten years. Miller serves as a board member of the Villas of Holmes Beach condominium association, where he provides oversight on property maintenance and budgeting. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jonathan Miller is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at CenterBridge Planning Group, Commonwealth Financial Network, Geneos Wealth Management, and Cornerstone Capital Wealth Management. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both decentralized investment strategies and centralized asset management options, with a formal retirement-plan advisory and pension consulting practice.

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. outside of her current role. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, serving a diverse client base including individuals, charities, and corporations.

Patrick Sier is a CFP®-certified financial advisor with 25 years of industry experience, currently with Independent Financial Partners since 2024. He previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for ten years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Carlos Rodriguez is a financial advisor with Independent Financial Partners in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has worked with IFP Securities, LLC since 2019 and was previously with LPL Financial from 2016 to 2019. Outside his advisory work, he owns and manages Macalcer, Inc., a family business corporation handling his business expenses. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Frank Toth is a financial advisor with Independent Financial Partners in Boca Raton, FL, holding a Series 66 credential and 25 years of industry experience. He has worked with Independent Financial Partners since 2011 and with IFP Securities, LLC since 2019, previously serving at LPL Financial. Outside of his advisory role, Toth serves on the board of a family business, Toth Speech Services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with capabilities that include formal retirement-plan advisory and pension consulting services.

Chad Gildig is a financial advisor with Independent Financial Partners in Denver, CO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 15 years before joining Independent Financial Partners in 2024. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base and features a decentralized model allowing advisors to set individual investment strategies, with notable expertise in retirement-plan advisory and pension consulting.

Preston Englund is a financial advisor at Independent Financial Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Resources Investment Advisors. Englund is a part owner of Ridgeline CPAs, LLC, a local CPA practice, and serves on the Finance Committee of the Hastings Chamber of Commerce. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both centralized and individual investment management options, with a notable focus on retirement-plan advisory and pension consulting services.

Marc Bernacchi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Cetera, Santander Bank, and J.P. Morgan Securities. Outside of finance, he is also involved with Market America, a health and wellness product sales enterprise. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients, with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

William Yost is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial Corporation and IFP Securities, LLC. He serves on the board of Wesley Monumental United Methodist Church, participating in the oversight of the church’s endowments. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a focus on retirement-plan consulting and fiduciary services, managing over $12.5 billion in assets for a wide range of individual and institutional clients.

Charles Williams is a CFP® professional with 35 years of experience in the financial services industry. He has worked with Independent Financial Partners since 2010 and previously served at LPL Financial and IFP Securities, LLC. Williams is also an adjunct professor at Northwestern University School of Continuing Studies, where he teaches a retirement planning and employee benefits course. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a focus on retirement-plan advisory and pension consulting services.

Justin Connors is a financial advisor with Independent Financial Partners, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Independent Financial Partners since 2010 and at LPL Financial from 2009 to 2019. Outside of his advisory work, he is involved with the Justin and Corine Connors Foundation, a family foundation that annually donates proceeds to selected charities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Calla Gorman is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Independent Financial Partners and has held roles at several firms including Sheridan Road Advisors, LPL Financial, and Merrill. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Peter Marsigliano is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 66 designation and previously worked at First Rise Investments and IFP Securities, LLC. His background includes roles outside finance such as employment at FedEx and various positions during his time at the University of Connecticut. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent representatives. The firm offers a decentralized investment approach and is notable for its retirement-plan advisory and pension consulting services, including ERISA-compliant solutions and trustee services.

Hannah Moore is a CFP® professional with three years of industry experience, currently serving at Independent Financial Partners. Her prior experience includes roles at LPL Financial, MidWestOne Bank, Private Client Services, and Nicolet Wealth Management. Moore is also a commissioned notary. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model with options for discretionary and non-discretionary account management and is noted for its retirement-plan advisory and pension consulting capabilities.