Jason Brooks is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. His prior roles include tenures at First Heartland Consultants and Signature Financial Services. Outside of advising, he provides bookkeeping, accounting, and tax preparation services on a part-time basis. 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 flexible investment approaches, including centralized asset management options and specialized retirement-plan advisory capabilities.

Matthew Hiss is a financial advisor with Independent Financial Partners in Great Bend, Kansas, holding a Series 66 designation and 18 years of industry experience. He has worked at Independent Financial Partners since 2012, including time at LPL Financial from 2012 to 2019. Hiss serves on the board and acts as treasurer of the First Christian Church in Great Bend and is a board member of the Great Bend Foundation, a nonprofit organization supporting local community activities. 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 multiple investment management options and notable retirement-plan advisory and pension consulting capabilities.

Jeffrey Mc Donald is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Kovack Securities, Kovack Advisors, GreenBridge Wealth Management, Raymond James Financial Services, Morgan Stanley, and Citigroup Global Markets. 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 notable retirement-plan and pension consulting capabilities.

Gary Holcombe is a CFP®-certified financial advisor with 42 years of industry experience, currently affiliated with Independent Financial Partners. He has previously worked with LPL Financial and IFP Securities, LLC. Holcombe serves on the board of a local office park association and is involved in non-variable insurance sales. 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 compliance with Department of Labor rollover guidance.

Jean Prawel is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Mcdonald Investments Inc. and Key Investments Services LLC, both spanning over two decades. 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 260 advisors managing more than $12.5 billion in assets and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

Heidi Joslin is a financial advisor with Independent Financial Partners and holds Series 63 and Series 66 credentials, with eight years of industry experience. She formerly worked at Wells Fargo Advisors and Wells Fargo Clearing, with a combined tenure exceeding eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model, supporting a network of independent Advisors serving individual, charitable, corporate, and high-net-worth clients nationwide. The firm is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA services and compliance with Department of Labor rollover guidance.

Gregory Drew is a financial advisor with Independent Financial Partners in San Antonio, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes prior roles at LPL Financial and IFP Securities, LLC. He serves as a board member of The Coppini Academy of Fine Arts, an organization dedicated to promoting classic, representational art. 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 decentralized investment strategies and notable retirement-plan and pension consulting capabilities.

Richard Duda is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Independent Financial Partners. His prior work history includes roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab, spanning nearly two decades. He is also the sole owner and employee of Pine Tree Wealth Management LLC, a personal financial management entity. 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 and offers a decentralized advisory model with specialized retirement-plan advisory and pension consulting capabilities.

Mark Burr is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and 19 years of industry experience. He previously worked at Commonwealth Financial Network and Axa Advisors. Burr is also involved with CenterBridge Planning Group, focusing on portfolio and investment 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 and features a decentralized advisory model, with specialized retirement-plan advisory and pension consulting capabilities.

Kelly Ryland is a Series 66-licensed financial advisor at Independent Financial Partners with 16 years of industry experience. He has worked at Independent Financial Partners and IFP Securities since 2019 and previously was with LPL Financial from 2014 to 2019. Kelly is also involved in non-variable insurance sales focused on life and disability insurance. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a broad client base including individual, charitable, corporate, and high-net-worth clients, and provides specialized retirement-plan advisory and pension consulting services.

John Murray is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including LPL Financial and Covenant Wealth Management. Outside of his advisory work, he volunteers with Stop Children's Cancer, contributing time to the organization’s annual fundraising events. 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 wide range of clients and offers both discretionary and non-discretionary account management, with particular expertise in retirement-plan advisory and pension consulting.

Stephan Barton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 registrations and has 30 years of industry experience. His work history includes roles at IFP Securities, LLC, LPL Financial, and Physicians Financial Services, LLC, which he continues to be involved with outside of his work at Independent Financial Partners. 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 range of clients with customizable investment strategies and notable expertise in retirement-plan advisory and pension consulting.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2017 and previously spent 10 years at LPL Financial. He serves as a trustee for Delaware County Christian School, providing oversight and guidance to its executive team. 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.

Gene Hitchcock Jr. is a CFP® professional with 27 years of experience currently affiliated with Independent Financial Partners. He has worked with IFP Securities, LLC and LPL Financial, LLC during his career. He serves as a board member of the Trussville Cemetery Authority. 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 a wide range of individual, charitable, corporate, and high-net-worth clients with both centralized and advisor-directed investment management options.

Edward Williams is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Independent Financial Partners since 2012 and previously spent nine years with LPL Financial. Outside of his advisory work, he serves as a trustee for a family trust and operates a consulting sole proprietorship focused on reviewing materials and writing opinion reports. 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 capability in retirement-plan advisory and pension consulting.

John Bratton III is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and multiple positions within Independent Financial Partners and its related entities. 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 tens of thousands of clients with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Nathan Boyer is a financial advisor at Independent Financial Partners with a Series 66 designation and four years of industry experience. He has worked at IFP Securities LLC since 2021 and has been involved with Stirling Capital since 2013, where he serves as Director of Operations. In addition to his advisory role, Boyer owns Stirling Capital Tax & Accounting Services, which provides tax preparation and accounting. 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 a broad client base and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting services.

Mark Christensen is a financial advisor at Independent Financial Partners with six years of industry experience. Prior to joining Independent Financial Partners in 2020, he worked for Riverside Golf Club and Jackrabbit Run Golf Shop. 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 notable focus on retirement-plan advisory and pension consulting services.

Jerome Hemenway is a financial advisor at Independent Financial Partners with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes ten years at LPL Financial Corporation and seven years at IFP Securities, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12.5 billion in assets and provides a decentralized advisory model with notable retirement-plan and pension consulting capabilities.

Caleb Staton is a financial advisor with Independent Financial Partners, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Flautt Financial and Commonwealth Financial Network, as well as service in the United States Air Force. 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 decentralized advisory model that allows for customized investment strategies and formal retirement-plan advisory capabilities.