Thomas Talmage III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at IFP Securities, LLC, Talmage Financial Group, Independent Financial Partners, and LPL Financial, LLC. He is involved with Encompass Wealth Management and Encompass Consulting, focusing on business exit planning, estate planning, and retirement planning services for business owner clients. 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 tens of thousands of clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Gregory Franklin is a financial advisor at Independent Financial Partners with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and his own firm, Franklin Wealth Advisors LLC. Outside of advisory work, he serves on the Financial Operations Committee of the Tonto Verde Golf Club, advising on financial policy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with flexible investment strategies and notable retirement-plan advisory and pension consulting capabilities.

Douglas Tabor is a financial advisor at Independent Financial Partners with 37 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Raymond James Financial Services and Concert Wealth Management. Outside his advisory roles, he owns Texas United Wealth Management, where he provides financial services and recruits advisors. 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 with a notable focus on retirement-plan advisory, pension consulting, and written compliance processes for Department of Labor rollover guidance.

David Findlow is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has worked at Independent Financial Partners since 2021 and previously spent 13 years with Charles Schwab and Charles Schwab Bank. 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 notable expertise in retirement-plan advisory and pension consulting.

Steven Weinstein is a CFP® with over 42 years of industry experience. He is currently with Independent Financial Partners and has previously worked at firms including Securities America and LPL Financial. Weinstein also engages in insurance sales. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

Robert Hiss is a financial advisor with Independent Financial Partners in Wichita, KS, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked with Independent Financial Partners since 2012 and spent seven years at LPL Financial. Outside of his advisory work, he owns and operates Tumbleweed Aviation LLC, an aviation business. Independent Financial Partners provides 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 a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Joshua Donner is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to his advisory role starting in 2022, he worked for American Israel Public Affairs Committee (AIPAC) for eight years. Outside of his advisory work, he manages a technology and audit trail platform through Six Months and a Day and is involved in business exit strategies with Clear Advice Business, LLC. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisor model. The firm offers investment advisory, financial planning, and retirement-plan services and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jamie Rodgers is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019, and previously spent over a decade at First Command in various advisory roles. Rodgers is also associated with a wealth planning business, JTR Financial LLC, though it is currently not operational. 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 customizable investment strategies and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Daniel Smith is a CFA® charterholder with 15 years of industry experience. He is currently with Independent Financial Partners and has previously worked at firms including Northern Lights Distributors, RUSSELL Investments, The Retirement Plan Company, RedTree Investment Group, and Fidelity Investments. 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 tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jonathan Sizemore is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Gulfstream Aerospace, Florida Financial Advisors, Probe Domain, and Sizemore Academy. 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 has notable retirement-plan advisory and pension consulting capabilities.

Paul Sponseller is a CFP® with 28 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2019. His prior roles include positions at WealthSource Partners, LLC, Moors & Cabot, Inc., Niagara International Capital Limited, and Raymond James & Associates. Sponseller serves on the Board of Directors for Mary and Martha House, a battered women’s shelter in Ruskin, Florida. Independent Financial Partners provides 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 a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

Alexis Rodriguez is a CFP® and CFA® with 11 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, having held previous roles at Northwestern Mutual Investment Services, Fidelity Investments, and Lord Abbett among others. Alexis is also involved with FirstRise Investments in a financial services capacity. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors, serving a diverse client base with both discretionary and non-discretionary account management options. The firm is notable for its formal retirement-plan advisory and pension consulting services.

Robert Davis is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Realta Equities, Inc. and Realta Investment Advisors, Inc. for over a decade each. Davis is also involved with Monumental Wealth as a financial advisor. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent representatives. The firm supports a multi-advisor platform serving a broad client base and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Carissa Ellerd is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. She previously worked at IFP Securities, LLC since 2023. Independent Financial Partners is a nationwide advisory firm supporting a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets. The firm offers a decentralized investment model and formal retirement-plan advisory services, including ERISA consulting and trustee services.

Jacob Ryder is a financial advisor at Independent Financial Partners with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including LPL Financial and Wellspring Advisor Group, where he also serves as a financial analyst. Prior to his advisory career, he was employed at Louisiana State University at Alexandria. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized, multi-advisor platform. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Joshua Weinstein is a CERTIFIED FINANCIAL PLANNER™ with 14 years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. His prior roles include positions at Securities America, Inc., Weinstein Consulting, and Chase Investment Services Corp. He also operates Weinstein Financial Group, providing life insurance and annuity sales incidental to his planning practice. Independent Financial Partners is a nationwide advisory firm supporting a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting, including ERISA services and compliance with Department of Labor rollover guidance.

Collin Walker is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at LPL Financial, Mariner Independent Advisor Network, ValMark Securities, and Dietz NexStage Financial Management. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers both individualized advisor strategies and centralized asset management, with a notable focus on retirement-plan advisory and pension consulting services.

Jason Pinney is a financial advisor with Independent Financial Partners who holds Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining Independent Financial Partners in 2021, he worked at MassMutual Life Insurance Co and MML Investors Services LLC from 2014 to 2021. Outside of advising, he is involved as a managing member of Cornerstone Property & Casualty, LLC, assisting clients with property and casualty insurance needs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a diverse client base and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Chad Speziale is a CFP® with 30 years of industry experience, currently serving at Independent Financial Partners since 2019. He previously worked at LPL Financial, LLC from 2005 to 2019. Outside of his advisory role, he is involved with Chadwick Wealth Management, Inc., a business entity used for tax and investment purposes, and is a licensed agent for fixed insurance products. 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 managing over $12.5 billion in assets and is noted for its retirement-plan advisory and pension consulting capabilities, including ERISA services and compliance with Department of Labor rollover guidance.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.