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Maziar M
Series 63, Series 65
Tampa, FL
Independent Financial Partners
Maziar Monshi is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Independent Financial Partners and IFP Securities since 2019 and was previously with LPL Financial from 2016 to 2019. Monshi also manages client assets through his own business, Monshi & Associates. 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 notable expertise in retirement-plan advisory and pension consulting.
Gregg S
CFP®, Series 63, Series 65
Hockessin, DE
Independent Financial Partners
Gregg Somerville is a CFP® with over 41 years of experience in the financial industry. He is currently with Independent Financial Partners and has previously worked at Realta Equities, Inc. and Realta Investment Advisors for 11 years. Outside of his advisory role, he owns and operates Somerville Investments, a business focused on portfolio management and financial projections. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm is noted for its decentralized investment approach and formal retirement-plan advisory and pension consulting capabilities.
Nicholas P
Series 65
Arlington, TX
Independent Financial Partners
Nicholas Purgason is a Series 65-credentialed financial advisor with eight years of industry experience at Independent Financial Partners. He has worked at Independent Financial Partners since 2018 and also serves as an assistant principal at Grand Prairie Independent School District. 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 options for centralized asset management, supports a formal retirement-plan advisory practice, and serves individual, charitable, corporate, and high-net-worth clients.
Renzo C
CFP®, Series 63, Series 65
Conshohocken, PA
Independent Financial Partners
Renzo Cerabino is a CFP® with four years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2024. He previously worked at PNC Private Bank for eight years. Cerabino occasionally teaches continuing legal education classes on estate planning. Independent Financial Partners is a nationwide advisory firm managing over $12.5 billion in assets through a decentralized model that allows advisors to set their own investment strategies. The firm is notable for its retirement-plan advisory and pension consulting services, supporting a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients.
Andrew R
Series 63, Series 66
Lone True, CO
Independent Financial Partners
Andrew Ross is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Diamond Wealth Management. Ross joined Independent Financial Partners in 2021. 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 services.
Konrad K
Series 66
San Antonio, TX
Independent Financial Partners
Konrad Kuykendall is a financial advisor with Independent Financial Partners in San Antonio, TX, holding a Series 66 designation and 23 years of industry experience. He has worked with IFP Securities, LLC since 2019 and with Independent Financial Partners since 2016, including a prior role at LPL Financial. Outside of advising, Kuykendall serves as a board member of the LARK Family Foundation, a charitable giving organization. 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 providing both discretionary and non-discretionary account management, with notable expertise in retirement-plan advisory and pension consulting services.
Benjamin H
Series 66
Cleveland, OH
Independent Financial Partners
Benjamin Hill is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked with IFP Securities, LLC since 2019. Hill serves on the board of DCC Corp, participating in quarterly meetings. 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.
Joshua D
Series 66
Lexington, KY
Independent Financial Partners
Joshua Dunn is a financial advisor at Independent Financial Partners in Lexington, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Independent Financial Partners and IFP Securities LLC in 2021, he was self-employed from 2015 to 2021. 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 offers both decentralized investment strategies set by individual advisors and centralized management options.
Dustin A
Series 63, Series 65
Oregon, OH
Independent Financial Partners
Dustin Alexander is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at LPL Financial, VOYA Financial Advisors, New England Securities, and Stirling Capital, where he remains active. Outside of his advisory work, he volunteers as a teacher with FMT Solutions. Independent Financial Partners is a national firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent advisors. The firm offers a decentralized advisory model with various investment options and is noted for its retirement-plan advisory and pension consulting services.
Peter G
CFP®, CFA®, Series 63, Series 65
Edmond, OK
Independent Financial Partners
Peter Gregory is a CFP® and CFA® with 46 years of experience in the financial industry. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has served since 2016 and 2019, respectively. Gregory also has experience with LPL Financial and maintains involvement in investment-related business activities through LIFEMORE Financial Group and IFP Insurance Group. 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 tens of thousands of clients and provides a decentralized advisory model alongside specialized retirement-plan consulting and trustee services.
Robert D
Series 63, Series 65
San Antonio, TX
Independent Financial Partners
Robert Deming is a financial advisor with Independent Financial Partners in San Antonio, TX, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His career includes roles at MSI Financial Services, LPL Financial, and IFP Securities. Beyond his advisory work, Deming serves as president of the board for Friends of Enchanted Rock and holds board positions with several nonprofit organizations focused on community support and historical preservation. Independent Financial Partners is a nationwide firm offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves individual, charitable, corporate, and high-net-worth clients with a focus on retirement-plan advisory, pension consulting, and compliance with Department of Labor rollover guidance.
Kevin S
Series 66
Baltimore, MD
Independent Financial Partners
Kevin Somerville is a financial advisor with Independent Financial Partners in Baltimore, MD. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Somerville Investments, Colorado College, and Constellation Energy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.
James C
CFP®, Series 66
Buffalo, NY
Independent Financial Partners
James Cosgriff IV is a CFP® professional at Independent Financial Partners with seven years of industry experience. He has worked previously at Securities America Advisors and Dopkins Wealth Management, LLC. Outside of his advisory role, he owns a wealth management firm and a tax preparation service that serves his own clients. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm provides a decentralized advisory model with specialized retirement-plan consulting and coordinated trustee services.
Johnny N
Series 63, Series 65
Edmond, OK
Independent Financial Partners
Johnny Nixon III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. Nixon is also involved in insurance sales covering life, disability, and long-term care. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.
Sean S
Series 66
Baltimore, MD
Independent Financial Partners
Sean Somerville is a financial advisor at Independent Financial Partners with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Realta Investment Advisors. Somerville owns Somerville Investments, where he manages client portfolios and develops comprehensive financial plans. 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, supports multi-advisor platforms, and is notable for its formal retirement-plan advisory and pension consulting capabilities.
William H
Series 63, Series 65
Tampa, FL
Independent Financial Partners
William Hamm is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Independent Financial Partners since 2012. In addition to his advisory role, Hamm oversees day-to-day operations for an ecommerce brand focused on men's clothing and provides consulting services to registered investment advisers. Independent Financial Partners delivers 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 offers both advisor-directed and centrally managed investment options, along with specialized retirement-plan advisory and pension consulting services.
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