Michael Sheridan is a CFP® with 32 years of industry experience, currently serving at Independent Financial Partners since 2020. His prior experience includes 15 years at Key Investment Services LLC. Outside of his advisory role, he is involved as the owner of a holding company and an S-Corp related to financial services compensation. 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 discretionary and non-discretionary account management, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Thomas Young is a CFP® professional with six years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, First Citizens Bank, and Regions Bank. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning venture. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for individualized strategies, centralized asset management, and formal retirement-plan advisory and pension consulting capabilities.

Carol Weems is a CFP® professional with 23 years of industry experience, currently affiliated with Independent Financial Partners in Spokane, WA. Her career includes roles at Triad Advisors, Inc., LPL Financial, and Resources Investment Advisors. She is also involved with CJK Investment Consultants, where she works with fixed insurance and annuity products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Benjamin Summers is a CFP® professional with 22 years of industry experience, currently affiliated with Independent Financial Partners. His prior roles include positions at IFP Securities, LLC, LPL Financial, Truist Investment Services, and Banc of America Investment Services. In addition to his advisory work, Summers is involved in the sales and service of fixed insurance products through firms such as Crump Life Insurance Services and The Pinnacle Group. 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.

Christopher White is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at IFP Securities, LLC, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is involved with the Mississippi Futbol Club as a recreational soccer representative. 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.

Edward Burgio III is a financial advisor at Independent Financial Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Partners since 2019, with prior experience at Key Investment Services LLC. Outside of his primary role, he owns Harbor Wealth Advisors, a financial advising 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 individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary management with a notable focus on retirement-plan advisory and pension consulting.

Thomas Dillon is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial. Outside of his advisory role, Dillon is involved in selling Medicare Advantage and Medicare supplement insurance products, as well as fixed life and indexed annuities. 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 clients to choose from individual advisers’ strategies, centralized asset management, or third-party managers, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Brent Schleicher is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Commonwealth Financial Network for 11 years before joining Independent Financial Partners and IFP Securities in 2025. 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 with both discretionary and non-discretionary account management, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

Matthew Bruce is a CFP® with 15 years of industry experience, currently affiliated with Independent Financial Partners. His prior work includes roles at Sheridan Road Advisors, LPL Financial, and Annex Wealth Management. Bruce also operates a wealth management practice under the name Pointer Financial Group. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

Taylor Davis is a financial advisor with Independent Financial Partners in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, Davis worked at IFP Securities, LLC and Lifetime Wealth Strategies. Outside of advising, Davis instructs retirement planning courses and serves as a board member for the Kentucky Pediatric Trust Fund, which focuses on pediatric cancer research and related grant oversight. 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 notable focus on retirement-plan advisory and pension consulting services.

Donna Gordon is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 15 years of industry experience. She has worked with Independent Financial Partners since 2019 and previously spent 15 years at Signature Advisors Group and Signature Financial Services, Ltd. 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 with options for centralized asset management, third-party managers, and wrap programs, serving individual, charitable, corporate, and high-net-worth clients.

Adam Coop is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes eight years at LPL Financial. He is a board member of Plowshares Farm Center for Education & Spirituality, a nonprofit organization. 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 a decentralized advisory model with both individual and centralized investment management options.

Charles Triaga III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and 38 years of industry experience. His prior experience includes 14 years at key Investment Services LLC before joining Independent Financial Partners and IFP Securities, LLC in 2019. He is also the owner of Harbor Wealth Advisors, an investment-related business focused on financial planning, investing, and insurance services. 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 decentralized investment strategies and centralized asset management options, with a notable specialization in retirement-plan advisory and pension consulting services.

Garrett Headley is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes roles at LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a high school wrestling coach in Lexington, KY. Independent Financial Partners is an enterprise firm that 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 noted for its formal retirement-plan advisory and pension consulting capabilities.

Jandin Miller is a financial advisor with Independent Financial Partners, holding a Series 65 designation and eight years of industry experience. He has worked at Callesen Wealth Management and Independent Financial Partners since 2014. Miller serves as a board member for two traditional bowhunting organizations, contributing to event coordination and organizational activities. 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 broad range of clients with customizable investment approaches and notable retirement-plan advisory and pension consulting capabilities.

James Granat is a financial advisor with Independent Financial Partners in Tampa, FL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Wilson Business Group and has experience in educational institutions including Tate High School, Pensacola State College, and Northwest Florida State College. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities, serving a broad client base including individual, charitable, corporate, and high-net-worth clients.

John Davis is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and IFP Securities, LLC. Outside of his advisory work, he manages an accounting business entity, JD Davis Management, Inc. 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, allowing clients to choose from various investment management options and has a notable specialization in retirement-plan advisory and pension consulting.

James Bass is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Independent Financial Partners since 2018 and has also worked with PrimeQuest Wealth Strategies since 2007. In addition to his advisory work, Bass serves as a consultant for the American Financial Education Alliance, presenting financial educational programs. 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 advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

Trey Woodrum II is a financial advisor with Independent Financial Partners, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Independent Financial Partners and IFP Securities LLC. 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 over $12 billion in assets under management and provides a decentralized advisory model alongside specialized retirement-plan and pension consulting services.

Joseph Mann is a financial advisor with Independent Financial Partners in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes roles at Concorde Asset Management and Concorde Investment Services, as well as over four decades at Mann Broxson Associates. Outside of advising, he owns a business providing marketing and consulting services primarily to nonprofits. Independent Financial Partners is a nationwide investment advisory firm with a decentralized model supporting over 260 advisors and managing more than $12.5 billion in assets. The firm offers services including financial planning, trust, and retirement-plan advisory, with a notable focus on formal retirement-plan consulting and compliance with Department of Labor rollover guidance.