Barbara Dugan is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. She previously worked at Invst, LLC for four years and Provise Management Group, LLC for eight years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and serves individual, charitable, corporate, and high-net-worth clients with both decentralized advisory models and centralized asset management options.

Jared Beck is a financial advisor with Independent Financial Partners in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Connors Wealth Management, Health First INC, The Hershey Company, and Northwestern Mutual. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Chad Castrinos is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Advisor Resource Council. He is also the owner of Castrinos Financial, a wealth planning business unrelated to investment advisory. 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 a focus on retirement-plan and pension consulting services.

Manuel Alicea is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Financial Partners since 2012 and was previously with LPL Financial. Outside of advising, he is involved with IFP Insurance Group, where he offers life, health, disability, long-term care, and fixed annuity insurance products. 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 notable focus on retirement-plan advisory and pension consulting services.

Jeffrey Higgins is a Certified Financial Planner™ with 34 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked with LPL Financial. Higgins maintains contracts with fixed insurance carriers for products including health, disability, and fixed annuities. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers customizable investment strategies and notable retirement-plan advisory and pension consulting services.

Herman Gunter III is a financial advisor at Independent Financial Partners with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at IFP Securities, LLC and LPL Financial. Outside of his advisory work, he volunteers as a presiding elder conducting weekly worship services at Covenant First Presbyterian Church in Live Oak, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm provides a decentralized advisory model with formal retirement-plan and pension consulting capabilities, serving a broad range of individual, charitable, corporate, and high-net-worth clients.

Peter Ranta is a financial advisor with Independent Financial Partners and holds Series 63 and Series 65 designations. He has 41 years of industry experience, including roles at LPL Financial, Morgan Keegan & Company, and UBS Financial Services. He has been with Independent Financial Partners and its affiliated IFP Securities since 2010. 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 offers both individualized investment strategies and centralized asset management options.

Carroll Sanderson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Level Four Advisory Services. Outside of financial advising, he is involved in a CPA affiliate program providing accounting and tax services and operates a tree farm focused on timber growth and harvesting. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm employs a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities, serving a broad client base including individual, charitable, corporate, and high-net-worth clients.

Lane Bernstrauch is a CFP® with eight years of industry experience, currently serving at Independent Financial Partners. His work history includes roles at IFP Securities, LPL Financial, and Englund & Lindsteadt Financial Advisors. Outside of his advisory work, he is a board member of the nonprofit Start Over Rover and owns a camper rental business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services nationwide through a network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

James Jaramillo is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory role, he serves as a board member for the Brighton Ridge Homeowners Association in Mequon, Wisconsin. 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, and features a notable retirement-plan advisory and pension consulting capability.

David Holin is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds a Series 65 designation and previously worked at Fuhrman Management Associates from 2016 to 2024. 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 and offers both individualized and centralized investment management options.

Michael Rosenthal is a financial advisor at Independent Financial Partners with Series 63 and Series 65 credentials and two years of industry experience. Before joining Independent Financial Partners, he worked at Upskill Wealth Management and Berthel, Fisher & Company Financial Services. Outside of advisory work, he owns Upskill Tax Services, providing tax preparation and bookkeeping, and serves as a board member of the Capital Region Vegan Network, organizing vegan networking events. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services nationwide through a network of independent advisers. 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.

Christopher Brooks is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 23 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked at Waddell & Reed Inc for nine years and has been self-employed for 15 years. Outside of advising, he is the owner of an investment property in Overland Park, KS. 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 is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, as well as its partnerships for directed trustee services.

Chase Smith is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Independent Financial Partners since 2023 and previously held roles at Anders Retirement & Investment Advisors, Madison Avenue Securities, LLC, and Anders & Anders Financial Group. Outside of his advisory work, Smith serves as a firefighter with the City of Orlando Fire Department. Independent Financial Partners is an enterprise firm that 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 both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Steve Athanassie is a Certified Financial Planner® with 30 years of industry experience. He currently serves at Independent Financial Partners, joining in 2024 after ten years at Provise Management Group, LLC. He is also the owner of Athanassie Capital Partners, LLC. 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 offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Amber Bletscher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. Her prior roles include positions at National Securities and Painter and Johnson Financial. Outside of advising, she teaches educational classes in her community, serves as treasurer and board member of the USD 113 Foundation, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model allowing customized investment strategies and offers specialized retirement-plan consulting services.

Micah Lang is a CFP® professional with 28 years of experience in financial advisory. He is currently with Independent Financial Partners and has previously worked at firms including IFP Securities, BDO Wealth Advisors, Cosyntris Advisory Network, and Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as a residential property manager for a family trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports a nationwide network of independent advisors. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individuals, charities, and corporations.

Matthew Gredys is a financial advisor with Independent Financial Partners in Clive, IA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with multiple affiliated firms including IFP Securities, LLC, Fuerza Financial, Inc. dba The Kidder Company, and Kidder Advisers, Inc. He provides qualified and non-qualified plan design, business solution planning, and participant education through his work with Fuerza Financial, Inc. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model with a nationwide network of independent advisors. The firm is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a broad range of clients including individual, charitable, corporate, and high-net-worth investors.

Andrew Dietz is a financial advisor at Independent Financial Partners with 30 years of industry experience. He previously worked at Realta Investment Advisors and Realta Equities for 11 years before joining Independent Financial Partners and its affiliated entities in 2024. Outside of advisory work, he is a limited partner in Innovative Mission Systems, which provides water monitoring solutions, and owns True Purpose, Inc., a spiritual leadership company. 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 diverse client base and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Edward Bosch Jr. is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked with IFP Securities, LLC since 2019 and Independent Financial Partners since 2013, following a nine-year tenure at LPL Financial. Outside of his advisory role, Bosch is involved in a cattle farming operation in Kentucky. 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 services.