Lorence Merritt is a financial advisor with Independent Financial Partners in Highland Park, IL, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience and has worked at firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory work, he serves as Co-Chair of Legacy Fundraising at Temple Beth Israel. 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.

Jeremy Sickles is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Independent Financial Partners since 2019 and previously spent five years at LPL Financial. Outside of advisory work, he teaches adult financial education courses through the Financial Educators Network and serves on the board of Covenant Life Church. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model allowing investment strategies set by individual advisors, alongside centralized asset management options, and is notable for its retirement-plan advisory and pension consulting capabilities.

Daniel Marlborough is a financial advisor with Independent Financial Partners in Fort Lauderdale, FL, holding a Series 66 license and 14 years of industry experience. His prior work includes roles at Fidelity Brokerage Services, Bank of America, and Merrill. 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, with a notable focus on retirement-plan advisory and pension consulting services.

Brady Lollman is a Series 65-credentialed financial advisor with two years of industry experience. He is currently with Independent Financial Partners and Ridgeline Advisors, having previously worked at Ellerbrock-Norris and Mary Lanning Healthcare. Outside of finance, he serves as a high school and collegiate basketball referee. 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 customizable investment strategies, notable retirement-plan advisory and pension consulting capabilities, and supports a broad client base including individual, charitable, corporate, and high-net-worth clients.

Donald Lozier is a financial advisor at Independent Financial Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses. His prior firms include Money Concepts Capital Corp. and Ebner Financial Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm’s advisory model allows for individualized investment strategies while also providing centralized management options and specialized retirement-plan advisory and pension consulting services.

Gary Stentz is a CFA® charterholder with 15 years of industry experience, currently affiliated with Independent Financial Partners in New Albany, OH. He has worked at Cascade Investment LLC since 2015 and operates Stentz Law LLC since 2022. 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 broad client base and features a decentralized advisory model along with notable retirement-plan advisory and pension consulting capabilities.

Ryan Pyle is a financial advisor with Independent Financial Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to his advisory role, he worked at the University of Louisville and Cook Medical. 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.

Ian Maddox is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial and IFP Securities, LLC, and has been with Independent Financial Partners since 2012. Outside of his advisory work, Maddox serves as Vice Chair of the Trussville Redevelopment Authority and holds board positions with the Trussville Area Chamber of Commerce and the Trussville City Schools Foundation. 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 with flexible investment strategies and notable retirement-plan advisory and pension consulting capabilities.

John Tubridy is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2011 and previously spent 10 years at LPL Financial. In addition to his advisory work, he arranges business appointments related to health insurance and employee benefits for local small businesses. 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, allowing advisors to set investment strategies while supporting clients with centralized asset management options and specialized retirement-plan advisory and pension consulting services.

William Sterling III is a financial advisor at Independent Financial Partners with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments, Ameriprise, Cypress Wealth Management, and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Sterling III Capital, LLC, an entity involved in commercial real estate management. 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 notable capabilities in retirement-plan advisory and pension consulting.

Piero Rosas is a financial advisor with Independent Financial Partners in Weston, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with notable firms including LPL Financial, Investacorp Advisory Services, and Wamu Investments. Rosas has had involvement with several related financial services entities, including registered investment advisory and consulting roles under various DBAs. 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 with a strong focus on retirement-plan consulting, serving individual, charitable, corporate, and high-net-worth clients.

Joshua Swenson is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a youth soccer referee for the Wisconsin Youth Soccer Association. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

John Stamps is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and IFP Securities prior to his current role. Outside of finance, he produces and occasionally sells abstract paintings. 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 centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Derek Rollingson is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Icon Distributors, Inc. and Icon Advisors, Inc. Rollingson also provides mathematical and financial modeling, analysis, and teaching through his own firm, Rollingson FMA. Additionally, he consults on business operations for a voice-over and audiobook narration company operated by his wife. Independent Financial Partners serves a nationwide client base with investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform allowing individualized investment strategies alongside centralized services, and it has a notable retirement-plan advisory and pension consulting practice.

Bryan Nielson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cetera Advisors LLC. Outside of his advisory work, he hosts a radio show on KRKS 94.7 - THE WORD, where he talks, hosts, and educates listeners. 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 notable focus on retirement-plan advisory and pension consulting services.

Luke Kooy is affiliated with Independent Financial Partners and holds a Series 65 designation. He has no industry experience in financial advising but has been involved with Poke Packs LLC/Up North Collectors since 2021, and previously worked at Dempsey Manor, Manistee High School, and Manistee Golf & Country Club. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent representatives nationwide. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and has notable retirement-plan advisory and pension consulting capabilities.

Christopher Ritacca is a financial advisor at Independent Financial Partners with 16 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2007 to 2018 before joining Independent Financial Partners in 2018. He holds Series 63 and Series 65 licenses. 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 range of clients and offers both decentralized investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

Richard Berry is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, Inc. Berry is also the owner of Berry Wealth Management, a separate advisory business. 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.

Graham Vanhorn is a financial advisor with Independent Financial Partners, holding a Series 66 credential and 20 years of industry experience. His prior work includes roles at Van Horn Financial Services, Commonwealth Financial Network, and Equitable Advisors. Outside of advising, he is a co-owner of Creative Structures, LLC, a commercial property entity in Sioux Falls, SD. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Mason Callesen is a financial advisor with Independent Financial Partners, holding a Series 65 credential and three years of industry experience. His work history includes roles at Callesen Wealth Management and Fifth Third Bank. He is also a reservist in the Michigan National Guard. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm serves a broad client base including individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.