John Kapek is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with Independent Financial Partners and has held positions at firms including Triad Advisors, Resources Investment Advisors, and LPL Financial Corporation. Kapek has also operated as a self-employed advisor since 1975. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm is known for its formal retirement-plan advisory and pension consulting services, including ERISA compliance and trustee services.

George Syme is a financial advisor with Independent Financial Partners who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been affiliated with Independent Financial Partners since 2013, including time at IFP Securities and previously at LPL Financial. Outside of his advisory role, Syme serves as Foundation Chair and board member for Rotary eClub One, an online chapter of a global charitable organization, and provides voice-over services as a consultant. Independent Financial Partners is a nationwide enterprise offering investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm supports a broad client base including individuals, charitable organizations, corporations, and high-net-worth clients, and stands out for its formal retirement-plan advisory capabilities and partnerships for trustee services.

Jerry Bulaclac Jr. is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has worked with Independent Financial Partners since 2012 and previously with LPL Financial from 2012 to 2019. He is also involved with RadiantVest, advising clients on portfolio management, retirement income planning, and wealth transfer strategies. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model, offering both discretionary and non-discretionary management and specialized retirement-plan advisory and pension consulting services.

Patrick Manes is a financial advisor with Independent Financial Partners in Youngstown, Ohio, holding a Series 63 designation and 37 years of industry experience. He has worked at Independent Financial Partners since 2012 and at IFP Securities, LLC since 2019, following a seven-year tenure with LPL Financial. Outside of his advisory role, Manes is involved in marketing and selling fixed annuity products on a limited basis. 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 multiple investment management options and has notable capabilities in retirement-plan advisory and pension consulting.

Cody Behrends is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has worked at several subsidiaries of Koch Industries prior to joining Independent Financial Partners. Outside of his advisory role, he owns Behrends Consulting LLC, which provides tax service, bookkeeping, tax preparation, and automation services to local accounting firms. 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 with a notable focus on formal retirement-plan advisory and pension consulting services.

Riley Newman is a financial advisor at Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining IFP Securities, LLC, Riley worked at Charles Schwab & Co., Inc. and has a diverse background including roles at Northrop Grumman and Health First Medical Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

Matthew Rakerd is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining Independent Financial Partners in 2024, he worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for over a decade. He is also the owner of Wealth Solutions LLC, where he provides fixed insurance products to clients as needed. Independent Financial Partners delivers 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.

Parker Duke is a financial advisor at Independent Financial Partners with a Series 66 designation and one year of industry experience. His work history includes roles at IFP Securities, Moneta, Wilde Wealth Management, and several positions at Brigham Young University - Idaho. 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, allowing advisors to set their own investment strategies while supporting clients with centralized asset management options and specialized retirement-plan advisory services.

Daniel Mageras Jr. is a CFP® and Series 66 credentialed financial advisor with 28 years of industry experience. He is affiliated with Independent Financial Partners and has previous experience with LPL Financial and IFP Securities, LLC. He serves on the board of the St. Petersburg Museum of History and volunteers as a financial education instructor with the American Financial Education Alliance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized platform of independent Investment Adviser Representatives. The firm supports a multi-advisor network serving individual, charitable, corporate, and high-net-worth clients, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Grant Henderson is a financial advisor at Independent Financial Partners with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and VShred. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm is noted for its formal retirement-plan advisory and pension consulting capabilities, serving a broad client base that includes individual, charitable, corporate, and high-net-worth clients.

Mark Verity is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Equitable Advisors LLC and Prudential entities. Outside of his advisory role, he owns and actively manages an investment-related business, FirstRise Investments. 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 specialized capabilities in retirement-plan advisory and pension consulting.

Stephen Meuris is a financial advisor with Independent Financial Partners in San Francisco, CA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Partners in 2022. He also operates Rockwood Wealth Management, providing financial planning and investment management services. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisers across the U.S. The firm is noted for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, and offers flexible investment management options with centralized oversight.

Michael Ross is a CFP® with 30 years of industry experience, currently an advisor at Independent Financial Partners. His prior roles include positions at Crow Creek Wealth, Fidelity Personal and Workplace Advisors, Strategic Advisors Inc, and Fidelity Investments Institutional Services Company. Outside of his advisory work, he owns Crow Creek Ventures, a business involved in buying and selling construction and farm equipment. 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.

Kevin Dolphin is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Independent Financial Partners in 2020, he worked with various Avantax entities from 2014 to 2020 and has operated his own CPA firm, Kevin Dolphin CPA, P.C., since 2003. Outside of his advisory role, he manages a CPA firm providing tax and accounting services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves a broad client base including individuals, charities, corporations, and high-net-worth clients, with a notable emphasis on retirement-plan advisory and pension consulting services.

Nicholas Marrano is a financial advisor with Independent Financial Partners in Woodstock, GA, holding a Series 66 designation and nine years of industry experience. He has worked with Independent Financial Partners since 2017 and was previously affiliated with LPL Financial from 2014 to 2019. Marrano is also involved in Horizon Planning Group, a related investment advisory business. 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 both individualized and centralized investment management options and is noted for its retirement-plan advisory and pension consulting capabilities.

Charles Woodward IV is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC. Woodward is the sole owner of Performance Wealth LLC, a business involved in the sales and service of fixed insurance products. 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 formal retirement-plan advisory and pension consulting.

William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Outside of advising, he has worked at Burning Tree Country Club and other non-financial firms. 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 provides both individual and institutional clients with a range of discretionary and non-discretionary management options, including formal retirement-plan advisory and pension consulting services.

David Yu is a financial advisor with Independent Financial Partners in Tampa, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked at Kovack Advisors and Kovack Securities from 2014 to 2019. Outside of his advisory role, David is also a commercial pilot for American Airlines. 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 a focus on retirement-plan advisory and pension consulting services, supporting a diverse client base including individuals, charitable organizations, corporations, and high-net-worth clients.

Matthew Casey is a financial advisor with Independent Financial Partners in New Albany, OH, holding a Series 66 designation and four years of industry experience. He previously worked at Cambridge Investment Research Inc. and Capital Financial Group. Outside of his advisory work, Casey owns AnchorPoint Wealth, a planning and advisory service operating as a DBA. Independent Financial Partners is a nationwide firm that provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized model with various investment strategies and notable capabilities in retirement-plan advisory and pension consulting.

Thomas Holliger is a CFP® professional with 34 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes 25 years at Fidelity Brokerage Services and a year at Fidelity Personal and Workplace Advisors. He is also a general partner of Holliger Financial Consultants, an advisory and insurance business. 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 diverse client base with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.