Mark Dickman is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked with Independent Financial Partners and its affiliated entities since 2013, including a tenure at LPL Financial from 2010 to 2018. Outside of his advisory role, he conducts research in the home recycling field through Cleanloopinnovations. 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, with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

Patrick McGinn is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include 15 years at Key Investment Services LLC and current positions at Independent Financial Partners and IFP Securities LLC since 2020. Outside of advising, he is co-owner of Valcour Vista LLC, a short-term rental property in Plattsburgh, NY. Independent Financial Partners is a nationwide advisory firm with a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized investment model with both discretionary and non-discretionary options and is noted for its retirement-plan advisory and pension consulting services.

Andrew Schorr is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Independent Financial Partners and has held roles at Advisory Services Network, LLC, and R.L.K. Advisory Group among others. Schorr serves as a board member and coach for the Daytona Beach Quarterback Club and is involved with the Volusia County Miracle League baseball organization. Independent Financial Partners is a nationwide firm that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform, serving a wide range of clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Naomi Savolainen is a financial advisor at Independent Financial Partners with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including RBC Capital Markets, Wells Fargo Clearing Services, and U.S. Bancorp Investments. Outside of finance, she owns and designs jewelry through her business, Mimiomi Jewelry. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diverse investment approaches and is notable for its retirement-plan advisory and pension consulting capabilities.

Taylor Jones is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Triad Advisors and OneDigital Investment Advisors LLC. Jones also owns a non-investment-related business under the name Jones Advisor. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives, supporting a multi-advisor platform serving a diverse range of clients. The firm offers a decentralized advisory model with options for centralized asset management and notable retirement-plan consulting services.

Brian Wade is a CFP® professional with 28 years of experience in financial services. He is associated with Independent Financial Partners and has held roles at IFP Securities, LPL Financial, and Tampa Financial Group. In addition to his advisory work, Wade engages in public speaking activities. 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, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Peter Nunley is a financial advisor at Independent Financial Partners with 13 years of industry experience. He holds the CFA® designation and Series 65 license. His prior experience includes roles at IFP Securities, LLC and LPL Financial, LLC. Outside of his advisory work, Nunley serves as Vice President of the Ford's Landing Condominium Association and works part-time as a rideshare driver. Independent Financial Partners is a nationwide enterprise providing investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with capabilities in retirement-plan consulting and trustee services, managing over $12 billion in assets as of December 2024.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Triad Hybrid Solutions. He is also the owner and president of BluePrint Wealth Management Group. 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, with a notable focus on retirement-plan advisory and pension consulting services.

Richard Bopp is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. since 2003. 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 and is noted for its retirement-plan advisory and pension consulting capabilities.

James Vondrak is a CFP®, ChFC®, and Series 63 licensed financial advisor with 31 years of industry experience. He is currently with Independent Financial Partners in Tampa, FL, where he has worked since 2010, including a prior term in 2004-2005. His previous experience includes a decade at LPL Financial and a brief period at Mutual Service Corporation. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Larry Awbrey is a CFP® with 38 years of industry experience, currently serving at Independent Financial Partners since 2018. He previously worked at LPL Financial and IFP Securities, LLC. Awbrey is a board member and elder at Faith Bible Church, a nonprofit in Edmond, Oklahoma. 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 with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

George Molloy is a financial advisor at Independent Financial Partners in Stamford, CT, holding a Series 66 designation with two years of industry experience. His work history includes roles at Equitable Advisors and Private Wealth Systems. Outside of advising, he was involved with Ojai General Store for four years. 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, offering both advisor-directed and centralized investment strategies with a formal retirement-plan advisory and pension consulting capability.

Robert Smalanskas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at PNC Investments, Waddell & Reed, Inc., and Citizens Securities, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. 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.

James Shenk is a financial advisor at Independent Financial Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for nine years. Outside of his advisory work, he is an investor in Shenk Distribution, a company involved in the distribution of shot shell ammunition. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm manages over $12.5 billion in assets and supports a multi-advisor platform catering to individual, charitable, corporate, and high-net-worth clients, with a notable focus on formal retirement-plan advisory and pension consulting services.

Daniel Brown is a financial advisor with Independent Financial Partners in Columbia, MD, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Cypress Wealth Management, Commonwealth Financial Network, and Ameriprise Financial Services. Outside of his advisory work, he serves as an expert witness and consultant for attorneys on medical malpractice and personal injury cases. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that empowers independent advisors. The firm serves a broad client base, including individuals, charities, corporations, and high-net-worth clients, and is noted for its retirement-plan advisory and pension consulting capabilities.

Sunnaret Eang is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Independent Financial Partners in 2021, Sunnaret worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2020, and at Bank of New York Mellon from 2014 to 2018. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jeffrey Mc Cabe is a CFP® professional with 22 years of experience in financial planning and investment advisory. He is currently affiliated with Independent Financial Partners and previously worked at Commonwealth Financial Network and Axa Advisors, Llc. Mc Cabe is also involved with CenterBridge Planning Group, providing financial planning and investment advisory services. Independent Financial Partners delivers 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 offers both individualized investment strategies and centralized asset management options.

James Gazis is a CFP® with 19 years of industry experience, currently serving as an advisor at Independent Financial Partners since 2025. Prior to this, he spent 15 years at Balanced Asset Strategies, Ltd and three years at Commonwealth Financial Network. He is the owner of Balanced Asset Strategies, Ltd, an investment-related business focused on wealth management. 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 and is notable for its specialized retirement-plan advisory and pension consulting capabilities.

Tyler Acheson is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 credential and six years of industry experience. He has worked at Independent Financial Partners since 2020 and is also involved with Advanced Strategies Group, where he serves as Director of Business and Financial Wellness Coach, assisting clients with structuring and achieving financial goals. Prior to this, he spent three years at Noble Crust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors across the United States. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management and is known for its specialized retirement-plan advisory and pension consulting capabilities.

Camaron Koury is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and with two years of industry experience. Prior to joining IFP Securities, LLC, Camaron worked in hospitality and promotions. 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 a diverse client base and offers a decentralized advisory model with notable capabilities in retirement-plan advisory and pension consulting.