James Poindexter is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and has worked there since 2017. Prior to that, he held roles at McDermott Investment Services, Brokers International Financial Services, and Broker Dealer Financial Services Corp. Outside of advising, he serves as a volunteer board member for two homeowners associations and provides trust preparation consulting with a licensed attorney. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors strategies to client goals using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Andrew Endelman is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 credential and over 10 years of industry experience. He previously worked at Investment Advisors Corp from 2013 to 2017 before joining Independent Wealth Network, where he has been since 2017. Outside of his advisory role, he serves as a board member of the Villas of Ashworth Glen Homeowners Association and owns a golf simulator business and commercial real estate holdings. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm’s 30 investment adviser representatives oversee approximately $518 million in client assets and implement portfolio strategies using a combination of third-party managers, models, and discretionary authority.

Jeffrey Zupancic is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2017. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current role, he was affiliated with Brokers International Financial Services and Broker Dealer Financial Services. Outside of advisory work, he is the CEO and founder of several non-investment-related companies, including a marketing firm and an insurance firm, and serves as a board member for a homeowners association. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including third-party managers and model portfolios, to manage approximately $518 million in client assets.

Stephen Gilchrist is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Independent Wealth Network in 2022, he worked at GNH Asset Management, Inc. for seven years. Gilchrist operates his own advisory business, Gilchrist Wealth Management, through which he offers securities services. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management, financial planning, and access to third-party managers.

Kristoffer Doura is a financial advisor with Independent Wealth Network, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he is involved in motivational speaking and consulting, has authored a book on sustainable living, serves as an executive producer and actor in the film industry, and teaches business and entrepreneurship at Doral College. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a tailored investment approach using fundamental and technical analysis, long- and short-term trading, options, margin, and third-party model providers, with ongoing client reviews and discretionary trading authority.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

Scott Mccord is a financial advisor with Independent Wealth Network, Inc. in Peoria, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners Inc. and currently serves as a mental game coaching professional with Elite Performance Coaching. Outside of finance, he is a board member of the nonprofit Impact Peoria and volunteers as a youth baseball coach for Canes Baseball Central Illinois. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals through a combination of fundamental and technical analysis, trading techniques, and ongoing portfolio oversight.

Russell Kramer is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 13 years and has been with K&S Financial Services for over two decades. Outside of his advisory role, he serves on the finance committee of the Dallas Center Education Foundation and owns a futures trading business focused on hedging for corn and soybean producers. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a variety of investment strategies, including discretionary portfolio management and uses both fundamental and technical analysis tailored to client goals and risk tolerances.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Before joining Independent Wealth Network in 2019, he worked at TD Ameritrade and Broker Dealer Financial Services Corp. Collier also serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, offering wealth management, financial planning, and consulting services. The firm supports clients with discretionary portfolio management that may include diverse investment strategies and oversight of held-away accounts, utilizing third-party models and managers.

Kathleen Williams Price is a financial advisor with Independent Wealth Network, Inc. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Her prior roles include positions at McDermott Investment Services, Brokers International Financial Services, and Lowell And Company Inc. Outside of her advisory work, she teaches water aerobics and is involved in Medicare supplement plan sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring strategies to client goals through various investment approaches including fundamental and technical analysis.

Sean Facey is a financial advisor at Independent Wealth Network, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fisher Investments, Edward Jones, and Transamerica Financial Advisors. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm’s investment adviser representatives oversee approximately $518 million in client assets and utilize a range of portfolio strategies, including discretionary management and third-party models.

Donald Rosalez is a financial advisor with Independent Wealth Network, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Broker Dealer Financial Services Corp. from 2014 to 2017. Rosalez also operates an accounting and tax preparation sole proprietorship, M.A.S. Financial Group. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals using a range of investment techniques and ongoing portfolio oversight.

Arthur Dinkin is a CFP® professional with 35 years of industry experience, currently serving at Independent Wealth Network, Inc. since 2017. He previously worked at Brokers International Financial Services, LLC and operates Davinci Financial LLC. Outside of his advisory work, he is involved in local swimming organizations, serving as a high school swimming official and holding leadership roles with Iowa Swimming Inc. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management and access to third-party managers.

Connor Rigg is a Series 65-licensed advisor at Independent Wealth Network, Inc. based in Sanger, TX, with no prior industry experience. He has worked as a mechanical engineer specializing in hydraulics at Lockheed Martin since 2018. Outside of his advisory role, Rigg serves as president and owner of Blue Bird Holdings LLC. Independent Wealth Network, Inc. provides wealth management and financial planning services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party managers and models to oversee approximately $518 million in client assets.

Timothy Stoleson is a financial advisor at Independent Wealth Network, Inc. with a Series 65 credential and recent experience in the industry. His prior roles include positions at Emerson Equity LLC, Zupancic Financial Group Inc, and Preferred Wealth Management, LLC. He has also held various roles outside the financial sector while completing his education. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm uses a range of investment strategies, third-party managers, and oversight tools to align client portfolios with their broader financial plans.

Michael Rodgers is a CFP® professional with nine years of industry experience, currently serving at Independent Wealth Network, Inc. He has worked with Brokers International Financial Services, LLC and Kestra Financial, Inc. among other firms. Rodgers is also the owner of Financial Wellness, LLC, where he is involved in insurance product sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting, utilizing a range of strategies including fundamental and technical analysis, options, and third-party model portfolios tailored to client goals and risk tolerances.

Jared Kramer is a Series 65 credentialed advisor with five years of experience at Independent Wealth Network, Inc. He previously worked at Wellmark Blue Cross Blue Shield for six years and has been self-employed since 2012. Outside of his advisory role, he is involved in sports officiating as a referee. Independent Wealth Network, Inc. serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations by providing wealth management, financial planning, and consulting services. The firm’s advisers manage approximately $518 million in client assets and may implement portfolio strategies directly or through third-party managers.

David Rigg is a Series 66-licensed advisor with Independent Wealth Network, Inc., bringing 10 years of industry experience. He has worked at KFA Financial and Independent Wealth Network since 2018 and holds a long-term role as Chief Pilot Network Operations Center at Southwest Airlines. Outside of financial advising, he teaches leadership courses through Tribe & Trust Leadership. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Ryan Timmins is a financial advisor with Independent Wealth Network, Inc., holding a Series 65 designation and four years of industry experience. He has worked with Evergreen Financial Group, LLC and Holt Advisory Group, and previously has experience at the University of Maryland, College Park. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm’s advisers manage approximately $518 million in client assets and utilize a combination of discretionary portfolio strategies, third-party managers, and oversight of held-away accounts to align investments with client goals.

Charles Morgan is a financial advisor at Independent Wealth Network, Inc. in Lubbock, TX, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Lowell Asset Management and various Lowell-affiliated firms from 2007 to 2018. Outside of his advisory work, Morgan is a partner at Archer Financial Partners, an independent insurance agency, and is involved with the Boy Scouts of America South Plains Council. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs tailored investment strategies using fundamental and technical analysis, third-party managers, and model portfolios, with ongoing portfolio monitoring and client reviews.

Erik Holt is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 21 years of industry experience. His prior roles include positions at Emerson Equity LLC, Brokers International Financial Services, LLC, and Broker Dealer Financial Services/IAC. Holt is also involved in managing a fixed insurance business focused on life, disability, and health insurance. Independent Wealth Network serves a diverse client base including individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm combines fundamental and technical analysis with various trading strategies and access to third-party managers to tailor investment approaches according to client goals and risk tolerances.

Scott Etzel is a financial advisor with Independent Wealth Network, Inc. in Clear Lake, Iowa, holding a Series 66 designation and 17 years of industry experience. Prior to joining Independent Wealth Network in 2020, he worked at BFC Planning, Inc. and Securities Management & Research, Inc., as well as a broker-dealer firm. He serves as a board member and secretary for the Iowa Firm Foundation, a nonprofit that funds educational programs. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, access to third-party managers, and support for held-away accounts, tailoring strategies to client goals through fundamental and technical analysis, trading, and the use of overlay managers.

Mark Chalem is a CFP® professional with 10 years of experience in the financial industry, currently affiliated with Edward Jones since 2016. He is based in Carbondale, Illinois. Outside of his advisory role, Chalem serves as an investing instructor at John A. Logan College. Independent Wealth Network, Inc. advises individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm manages approximately $518 million in client assets and employs a range of investment strategies including third-party models and discretionary portfolio management.

James Bey is a financial advisor with Independent Wealth Network, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Emerson Equity LLC and Brokers International Financial Services, LLC. Outside of financial advising, Bey volunteers as an official at swim meets for USA Swimming. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, plans, estates, charitable organizations, and corporations. The firm’s advisors oversee approximately $518 million in client assets and employ a range of investment strategies, including discretionary management using third-party models and direct portfolio implementation.

Ronald Swanick is a financial advisor with Independent Wealth Network, Inc. in Portsmouth, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Brownstone Financial Group LLC, ABC Financial, Simplicity Wealth, LLC, GWFS Equities, Inc., and New York Life Insurance Company. Swanick is also the owner of Swan Insurance Group, which offers insurance and fixed annuities. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, employing strategies tailored to client goals that include fundamental and technical analysis, options, and margin trading where appropriate.

Grayeson Griess is a financial advisor with Independent Wealth Network, Inc., holding a Series 66 credential and having two years of industry experience. His work history includes roles at DV Financial, Principal Securities Inc., Principal Life Insurance Company, Bankers Life Securities, Inc., and Bankers Life. Outside of advising, he works as an insurance agent and also does food delivery. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm utilizes a range of investment strategies and third-party managers to serve its clients and oversees approximately $518 million in assets.

Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.

Jeffrey Bone is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Independent Wealth Network, Inc. His prior roles include positions at Northwestern Mutual Investment Services LLC, Infinex Investments, and US Bancorp Investments. He serves on the finance and investment committee at St. Paul's Lutheran Church and is a board member of the Planned Giving Committee for Gene Slay’s Girls & Boys Club of St. Louis. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and utilizes third-party models and managers to oversee approximately $518 million in client assets.

Jeremiah Tucker is a financial advisor at Independent Wealth Network, Inc. with five years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Charles Schwab, Bank of America, Merrill, and Foreside Fund Services. Outside of his advisory work, he has worked as a bartender at O'Reilly's Cure. Independent Wealth Network serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm employs a variety of portfolio strategies and utilizes both third-party models and direct discretionary authority in managing client assets.

Zachary Ross is an investment adviser representative at Independent Wealth Network, Inc. with nine years of industry experience. He holds a Series 66 credential and has held prior roles at firms including Emerson Equity LLC, Fidelity Investments, Equitable Advisors, and JP Morgan Chase Bank. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and may utilize third-party managers and oversight services to align client assets with broader financial plans.

Enrique Hernandez Jr. is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at Emerson Equity LLC, APA-CIA LLC, Midland National Life Insurance, and Guardian Life Insurance Company. Outside of advisory work, he is involved in managing a family rental property through an LLC formed with his brother. Independent Wealth Network serves a diverse client base including individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring investment strategies to client goals and risk tolerances.

Timothy Oberley Sr. is a financial advisor with Independent Wealth Network, Inc. in Ft. Wayne, IN, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has previously worked at Lasalle St. Securities, L.L.C. and Ohio National Financial Services. Outside of advisory work, he owns and operates Capital Insurance & Financial Services, LLC, which focuses on life and fixed insurance products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, third-party manager access, and advisory support for held-away accounts, tailoring investment strategies to client goals and risk tolerances.

Gary Bilyeu is a financial advisor at Independent Wealth Network, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Investment Advisors Corp and Broker Dealer Financial Services Corp. Outside of his advisory role, Bilyeu serves as a councilman on the Sanger City Council, is a member of the Sanger Education Foundation administrative committee, instructs leadership classes through Tribe & Trust Leadership, and serves on the board of Cowtown Warriors, a nonprofit supporting veterans. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, ongoing financial planning, access to third-party managers, and advisory support for held-away accounts, tailoring strategies to client goals with a range of investment approaches and ongoing portfolio oversight.