Eric Donner is a financial advisor with Independent Financial Partners, holding a ChFC® designation and Series 63 license, and has 38 years of industry experience. His career includes roles at ValMark Advisers, Kestra Investment Services, and Hewins Financial Advisors, among others. Outside of advising, he is involved in business exit consulting and volunteers with Israel Heart 2 Heart, a nonprofit supporting wounded Israeli soldiers with PTSD. Independent Financial Partners provides 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, offering both customized advisor-driven strategies and access to centralized asset management and pension consulting services.

Christina Pinto Rogers is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Independent Financial Partners since 2010 and previously spent 15 years with LPL Financial, LLC. Outside of her advisory role, she owns a locksmith business and operates a long-term care concierge service. 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 with various investment options and specializes in retirement-plan advisory and pension consulting services.

David Raudman is a CFP® with 25 years of industry experience currently affiliated with Independent Financial Partners in Denver, NC. He has worked at Independent Financial Partners since 2011 and spent eight years with LPL Financial prior to that. Raudman is also involved in the sale of non-variable life insurance and fixed annuities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients with a notable focus on retirement-plan advisory and pension consulting services.

Nicholas Manson is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked at LPL Financial. Manson serves as a board member of the Seminole County Industrial Development Authority, a nonprofit organization that reviews and approves revenue bond projects. 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 clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Matthew Buckman is a financial advisor with Independent Financial Partners, holding a Series 66 designation and eight years of industry experience. He previously worked at Raymond James and Associates and Northwestern Mutual. Outside of his advisory role, he is also an agent with Crump Life Insurance Services, focusing on life, disability income, and long-term care insurance. 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 focus on retirement-plan advisory and pension consulting services.

Barry Green is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Partners since 2016. 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 services.

Brendan Kelly is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His work history includes roles at Triad Advisors, Alera Investment Advisors, LPL Financial, and IFP Securities. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Keith Furio is a Series 66 licensed advisor with 21 years of industry experience. He is currently with Independent Financial Partners, where he has worked since 2025. Prior to joining Independent Financial Partners, he held roles at Realta Investment Advisors, Inc., Main Street Management Company, RIA, and Realta Equities, Inc. 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 a notable focus on retirement-plan advisory and pension consulting.

Jeffery Acheson is a CFP® professional with 46 years of experience in the financial services industry, currently affiliated with Independent Financial Partners in Tampa, FL. His prior roles include positions at LPL Financial, Corporate & Endowment Solutions, Inc., and Axa Advisors. He serves on the boards of several nonprofit organizations, including the American Retirement Association and Ruling Our Experiences (ROX), and he is involved in educational initiatives within the retirement plan advisory sector. 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 capabilities in retirement-plan consulting and fiduciary services, serving individual, charitable, corporate, and high-net-worth clients.

Robert Kennerson is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Independent Financial Partners and has prior experience at Advisory Services Network, LLC, Robbie L. Kennerson, P.A., and ProEquities, Inc. He is also the owner of R.L.K Advisory Group, a non-investment related business. 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 serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jody Henley is a financial advisor with Independent Financial Partners, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at firms including LPL Financial and AXA Advisors. Henley is also the COO and Director of Client Experience & Digital Outreach at Advanced Strategies Group, LLC in Powell, Ohio. 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 and offers both discretionary and non-discretionary management, with a notable focus on retirement-plan advisory and pension consulting services.

Adam Frey is a CFP® with 18 years of industry experience, currently serving at Independent Financial Partners in San Antonio, TX. He has worked at Independent Financial Partners since 2012 and was previously with LPL Financial from 2009 to 2018. Outside his advisory work, he owns and operates a ranch offering guided hunts for various game. 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 flexible, decentralized investment approach and notable retirement-plan consulting capabilities.

Scott Lanza is a CFP® professional with 30 years of industry experience, currently serving at Independent Financial Partners. He previously worked at LPL Financial from 2005 to 2019. Lanza is a trustee of the Nancy Lanza Trust, a family fiduciary role he performs with limited time involvement. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement plan services through a decentralized platform of independent advisors. The firm supports a large client base including individual, charitable, corporate, and high-net-worth clients and is notable for its formal retirement plan advisory and pension consulting capabilities.

George Cattat is a financial advisor with Independent Financial Partners in Lantana, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory role, he serves as Treasurer and financial monitor for the nonprofit I Belong. 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 and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Gary Rome is a financial advisor with Independent Financial Partners in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, with prior roles at LPL Financial and IFP Securities, LLC. Rome also manages his own financial advisory activities through entities such as Rome G Capital LLC and Rome Financial 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 decentralized advisory model while also providing formal retirement-plan advisory and pension consulting services, serving a diverse client base including individuals, charities, corporations, and high-net-worth clients.

Nikolas Gumeson is a financial advisor at Independent Financial Partners with five years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and the City of Twin Falls. Outside of his advisory role, he serves as an assistant softball coach for Twin Falls High School. 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 decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

Sean Ries is a financial advisor at Independent Financial Partners with 31 years of industry experience. He held previous roles at Grove Point Investments, LLC and H. Beck, Inc. Ries is a limited partner in Pennsylvania Pure Distilleries, a vodka production and distribution company, and serves as a board member for the Manor Home Owners Association. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm emphasizes a decentralized advisory model and has a notable focus on retirement-plan advisory and pension consulting services.

Garrett Holcombe is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked at LPL Financial for 10 years and has been with Independent Financial Partners since 2016. Outside of his advisory role, he serves on several nonprofit boards, including a foster care support organization, and is an ordained minister. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Christopher Karam is a financial advisor with Independent Financial Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Financial, LLC. Karam also serves as a Supervisor of Cuba Township in Barrington, Illinois, overseeing the township’s operations and finances. 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 focused on individualized investment strategies and is noted for its retirement-plan advisory and pension consulting services.

Dante Campos is a financial advisor at Independent Financial Partners with two years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Kovack Securities, Inc., as well as Greenbridge Wealth Management. Outside of his advisory work, Campos has prior experience in the food service and parking industries. 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 individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.