Jacob Packer is a financial advisor with Independent Financial Partners in Twin Falls, Idaho, holding Series 63 and Series 65 designations and bringing eight years of industry experience. Prior to joining Independent Financial Partners in 2023, he worked at Wells Fargo Clearing and Wells Fargo Bank. He is also engaged as a financial advisor with First Federal Savings Bank. 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 decentralized investment approach, notable retirement-plan advisory capabilities, and partnerships providing trustee services for trusts and non-registered assets.

John Mullins Jr. is a CFP® with 39 years of industry experience, currently affiliated with Independent Financial Partners. He has held roles at Mullins Financial, LPL Financial, and IFP Securities, and maintains activities related to non-variable insurance and brokerage services through his own entities. 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 with a decentralized advisory model and formal retirement-plan and pension consulting services.

Virginia Morris is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior career includes roles at Truist Advisory Services, BB&T, and related entities from 2011 to 2023. She volunteers with the Trussville Area Chamber of Commerce and serves on the board of the Trussville City Schools Foundation. 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 focused on both individual and institutional clients, with particular expertise in retirement-plan advisory and pension consulting.

Chad Lindell is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial. Lindell is also involved with Landmark Advisors as an investment-related business activity. 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 managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Anush Haddadian is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Securities America, Verus Capital Partner, LPL Financial, and Premier America Credit Union. Outside of advising, Haddadian provides in-home health care services for family members. 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 provides both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

John Sammut is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for nine years. He also owns Sammut Wealth Management, through which he provides investment advice, portfolio management, and financial planning. 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.

Torian Johnson is a financial advisor at Independent Financial Partners with 10 years of industry experience and holds a Series 66 designation. His background includes roles at Lion Street Financial, Csenge Advisory Group, and Newport Group entities, among others. He is also involved with Provisional Compliance Solutions. 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.

Yacoub Snober is a financial advisor with Independent Financial Partners in Jacksonville, FL, holding a Series 66 credential and 27 years of industry experience. He has previously worked at LPL Financial and IFP Securities, LLC. 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 managing over $12 billion in assets, with a notable focus on retirement-plan advisory and pension consulting services.

Erik Somerville is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. Prior to joining Independent Financial Partners in 2024, he held roles at Realta Investment Advisors, Inc. and Coastal Equities, Inc. He has worked in various positions since 2018 and attended Hobart and William Smith Colleges from 2013 to 2017. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports approximately 261 advisors nationally. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Nicholas Callesen is a financial advisor at Independent Financial Partners with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Mutual Service Corporation. Outside of his advisory work, he serves on the board of The Callesen Foundation, a family charitable nonprofit, and acts as treasurer for Tiny Developers, a group that builds tiny homes for the homeless. 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 model allowing individual advisors to set investment strategies while offering centralized asset management options and notable retirement-plan advisory and pension consulting capabilities.

Joshua Holin is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. 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, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

Hansen Champlin is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes roles at LPL Financial and Unify Federal Credit Union, where he currently serves as Vice President overseeing insurance product distribution. He is a board member of the Irlen Syndrome Foundation, a nonprofit focused on raising awareness and funding research related to the condition. Independent Financial Partners is a nationwide enterprise that provides investment advisory, financial planning, trust, and retirement-plan services through an extensive network of independent advisers. The firm supports a multi-advisor platform managing over $12.5 billion in assets and offers a decentralized advisory model allowing customized investment strategies alongside centralized asset management and retirement-plan consulting.

Richard Soat is a CFP® and Series 65 credentialed advisor affiliated with Independent Financial Partners. He has 13 years of experience, having worked at BDO USA, PC from 2013 to 2026 before his current unemployment status. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while also providing centralized asset management options and notable retirement-plan and pension consulting services.

Kevin Donahue is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Independent Financial Partners since 2016 and previously worked at LPL Financial from 2016 to 2019. Outside of his advisory role, Donahue is involved with Divergent Advisors, focusing on insurance sales. 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, offering both decentralized investment strategies and formal retirement-plan advisory and pension consulting capabilities.

Antonio Moreno Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He is associated with Independent Financial Partners and IFP Securities, LLC, having worked previously at LPL Financial. Moreno serves as acting vice chair on the Board of the University of Central Florida Foundation and is part owner of Four Idiots Brewing, a beer and merchandise business. 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 both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Jared Mabey is a CFP® with 14 years of industry experience, currently serving at Independent Financial Partners since 2022. His prior experience includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Outside of his advisory work, he is involved in entrepreneurial activities through ownership of Grok Capital LLC and Grok Wealth, which provide financial planning and marketing services. Independent Financial Partners is a nationwide advisory firm managing over $12.5 billion in assets and supporting a network of independent Investment Adviser Representatives. The firm offers decentralized investment strategies alongside centralized asset management options and is noted for its retirement-plan advisory and pension consulting services.

Oscar Mejia is a Series 66-licensed advisor at Independent Financial Partners with 18 years of industry experience. His prior roles include positions at Seaview Investment Managers and VectorGlobal WMG. He is based in Tampa, FL. 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.

Melissa James is a financial advisor at Independent Financial Partners in Tampa, FL, with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors. 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, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Brian Washa is a financial advisor at Independent Financial Partners with 19 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at John Hancock Financial Network and Royal Alliance Associates. Outside of his advisory role, he owns Shepherd Wealth Advisory, a business involved in insurance sales including life, disability, and long-term care insurance. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and supports a decentralized advisory model, with notable expertise in retirement-plan advisory and pension consulting services.

Scott Martin is a CFP® professional with 42 years of industry experience. He has been with Independent Financial Partners since 2012 and previously worked at LPL Financial. Outside of advising, he is a certified exit planner and serves on the board of a professional condominium association in Lake Mary, FL. 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.