Matthew Stanley is a financial advisor at Independent Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and MR Financial Group. 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 and is noted for its retirement-plan advisory and pension consulting capabilities.

Matthew Johnson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at TD Ameritrade and has been with Independent Financial Partners and IFP Securities, LLC since 2019. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors nationwide. 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.

Herman Gunter IV is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with Independent Financial Partners. He has previously worked at LPL Financial and IFP Securities. He serves on the board of the Pregnancy Care Center, a nonprofit providing medical and counseling services to women in North Florida, and is involved with the Suwannee County Republican Executive Committee as a precinct and state committeeman. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients nationwide and offers a notable retirement-plan advisory and pension consulting capability.

Scott Sells is a financial advisor with Independent Financial Partners in Louisville, KY, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at Independent Financial Partners and IFP Securities, LLC since 2019 and previously spent 10 years at LPL Financial. Outside of advising, he is involved in a mold removal startup where he serves as an investor and CFO and participates in businesses related to x-ray equipment leasing and tax services. 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 individual investment representatives to set strategies, while also providing centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Aaron Klemm is a CFP® professional with 16 years of industry experience, currently affiliated with Independent Financial Partners. His prior work includes roles at IFP Securities, LPL Financial, Bank of America, and Merrill. He also owns Inflection Point Wealth Management LLC, an investment-related business. Independent Financial Partners provides financial planning, investment advisory, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a focus on both individualized investment strategies and centralized asset management, along with a notable retirement-plan advisory and pension consulting capability.

Shelly Wohler is a financial advisor at Independent Financial Partners with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities and Thrivent Financial. Wohler serves on the board of directors for the Muskego Chamber of Commerce, a nonprofit organization. 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 with discretionary and non-discretionary account management and offers specialized retirement-plan advisory and pension consulting services.

Robert Hanten is a financial advisor with Independent Financial Partners in Plymouth, MN, holding Series 63, Series 65, and Series 66 licenses and bringing 14 years of industry experience. He was associated with Pilot Capital Management Corp for 15 years and continues his role at Solidarity Financial Inc., where he has been active for over two decades. 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 decentralized advisory model while also offering centralized asset management options and is notable for its retirement-plan advisory and pension consulting capabilities.

Robert Funk is a financial advisor at Independent Financial Partners with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bespoke Investment Group, Innovation Partners LLC, Clearview Trading Advisors, Inc., and Navellier & Associates, Inc. He is also involved with AlphaLogic Wealth Management, a financial planning and investment management 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 and notable retirement-plan and pension consulting capabilities.

Nicolas Wolfson is a CFP® professional with nine years of experience in financial advisory. He currently works at Independent Financial Partners and has previously held roles at Ameriprise, E*Trade, and T. Rowe Price. Wolfson volunteers with the American Financial Education Alliance, where he teaches free financial education classes. Independent Financial Partners provides advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers a decentralized investment model alongside formal retirement-plan advisory and pension consulting capabilities.

Brett Hunt is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior roles include positions at FTB Advisors, Bank of America, and Merrill Lynch. He is also involved in wealth management and financial planning through his ownership of Southern Wealth Management and West TN Wealth 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 tens of thousands of clients with a range of investment approaches, including both advisor-driven and centralized asset management, and has notable expertise in retirement-plan advisory and pension consulting.

John Gosztyla is a CFP® professional with 18 years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at LPL Financial and First Command Advisory Services. He also serves as a trustee on the Jacksonville Beach police pension board and consults on tax matters through Postillion Tax Consultants, LLC. 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 individualized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Stephen Mc Donnell is a financial advisor with Independent Financial Partners in Waukesha, WI, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Independent Financial Partners since 2011. Outside of his advisory role, he is involved with Retirement Plan Solutions, assisting with client solicitation and support related to qualified retirement plans. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12 billion in assets. The firm offers a decentralized advisory model with a formal retirement-plan advisory and pension consulting capability, supporting a broad range of individual, charitable, corporate, and high-net-worth clients.

Jonathan Hunt is a CFP® and ChFC® professional with 24 years of experience in the financial services industry. He is currently with Independent Financial Partners, where he has worked since 2021, following a tenure at Northwestern Mutual from 2008 to 2021. Outside of advising, Hunt is the owner of an insurance agency and serves as secretary and treasurer of a local homeowners 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 individual, charitable, corporate, and high-net-worth clients and features a formal retirement-plan advisory and pension consulting capability.

Robert Bracey is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Southeast Consulting Group, which he owns and operates as an IT consulting 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 offering personalized investment strategies, centralized asset management options, and specialized retirement-plan advisory and pension consulting services.

Andrew Bucher Sr. is a financial advisor with Independent Financial Partners who holds a Series 65 credential and has 25 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Waterbury & Associates. In addition to advisory services, he is president and director of Andrew J. Bucher & Company, Inc., a CPA firm specializing in bookkeeping and tax preparation. 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 decentralized advisory model with both discretionary and non-discretionary account management and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Shuwun Ma is a financial advisor with Independent Financial Partners in Boise, ID, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining Independent Financial Partners in 2023, Ma worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, Ma owns and operates a daycare facility and a sod and turf company, serving in executive and strategic roles. Independent Financial Partners is a nationwide enterprise advisory firm managing over $12.5 billion in client assets. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services for individual, charitable, corporate, and high-net-worth clients.

Craig Koller is a CFP® with over 30 years of experience in financial services. He is affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Koller's other business activities include managing a wealth management practice affiliated with LPL Financial and involvement in an insurance-related entity. 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 account management, with notable expertise in retirement-plan advisory and pension consulting.

William Jones is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cypress Wealth Management, Commonwealth Financial Network, PNC Investments, and Ameriprise. He also spends a portion of his time in fixed insurance sales. 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 client base and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Aaron Gilman is a CFP®, CFA®, and Series 66-licensed financial advisor with 17 years of industry experience. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has worked since 2011 and 2019, respectively. Outside of his advisory work, he is a partner in MarketPsych Insights, a software program focused on risk profiling. 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 strong focus on retirement-plan advisory and pension consulting services.

Laurie Longstreth is a financial advisor with Independent Financial Partners, holding a Series 63 designation and 25 years of industry experience. She has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2012, and LPL Financial Corporation from 2010 to 2019. 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.