John James is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, he works as an IT Manager at Progressive. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and integrates investment advisory services with insurance and benefits consulting.

Morris Kaufman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, he worked at MerCap Advisors, Inc. and MerCap Securities, LLC since 2017, and H. Beck, Inc. from 2004 to 2016. Outside of his advisory role, he serves on the board of the Rotary Club of Media and operates a life coaching business. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches for customized portfolio construction and also refers clients to unaffiliated third-party investment advisors.

Clayton Cornhall is a financial advisor at IP Financial Advisory Services LLC with 16 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials. Cornhall is also the owner of Cornhall Tax & Advisory Solutions Ltd, where he provides tax preparation services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes personalized portfolio construction and discretionary management, offering a range of analytical and operational approaches tailored to non-high-net-worth investors and retirement plan participants.

Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC for 11 years. Trask also operates a separate business, Trask Financial Services. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals, with an emphasis on non-high-net-worth individuals.

Jeffrey Perry is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His work history includes roles at Innovation Partners LLC and Lincoln Financial Securities Corporation, alongside ownership and management of Jeffrey A Perry Insurance & Financial Services, Inc. He serves on the board of the Lincoln Law School of Sacramento. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory programs with insurance and risk management services, often employing discretionary portfolio management and coordinating with third-party investment advisors.

Michael Barrows is a financial advisor at IP Financial Advisory Services LLC in Charlotte, NC, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Kingswood Capital Partners and M Stevens Wealth Advisors. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of analyses to construct customized portfolios and also refers clients to third-party investment advisors while providing a range of advisory and consulting services beyond traditional investment management.

Jeffrey Scrimenti is a financial advisor with IP Financial Advisory Services LLC in Salem, OR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with IP Financial Advisory Services since 2019 and also operates Innovation Partners LLC and a self-employed practice. Outside of advising, he is part owner and president of Carlovanna Vineyards and co-owner of a family farm in Salem. IP Financial Advisory Services primarily serves individual retail clients with portfolio management, financial planning, consulting, and retirement-plan services. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while offering a broad range of advisory and insurance-related services.

Martha Delgado is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She is currently an advisor at IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Paradigm Institutional Investors and Allspring Global Investments. Delgado serves on the investment committee for Marin Health’s operating and pension pools. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and managed account programs. The firm offers customized portfolio construction and monitoring, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

John Polyviou is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linden Thomas and Company Securities, LLC since 2019 and was previously with Merrill from 2014 to 2021. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting for non-high-net-worth individuals. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals to meet client needs.

James Spann is a financial advisor at IP Financial Advisory Services LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, Spann is involved in managing family commercial real estate through a general partnership and operates an accounting services business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and utilizes a range of analyses while also coordinating with third-party investment advisors.

Rakael Carr is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. She holds Series 65 and Series 63 credentials. Prior to joining the firm, she held positions within the University of Maryland Medical System and St. Joseph Medical Center UMMS. Outside of advising, she is a pastor and trustee at Champions of Christ Global Ministries and owns a budgeting and financial literacy business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party managers. The firm focuses on non-high-net-worth investors and retirement plan participants, providing a range of analytical and consulting services including actuarial analysis and tax-efficient portfolio strategies.

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Innovation Partners LLC and as a self-employed advisor. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers discretionary portfolio management and access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Earl Hensley is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Aegis Capital Corp., Investacorp Inc., LPL Financial, and INVEST Financial Corp. He is the founder and co-owner of Asset Protection Network, an insurance agency, and serves as a board member of the Alzheimer's Association in North Carolina. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolios and supports clients through a combination of investment advisory services and referrals to third-party advisors.

Larry Sanders is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Innovation Partners LLC and Parsonex Securities. In addition to his advisory roles, Sanders serves as a Sergeant First Class in the U.S. Army Reserve and owns a barber business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment solutions and access to third-party advisors, focusing on non-high-net-worth individuals.

Deana Ingalls is a financial advisor with IP Financial Advisory Services LLC, holding the ChFC® designation and a Series 63 license. She has 33 years of industry experience and has previously worked with LPL Financial, LLC, and WCG Wealth Advisors, LLC. Ingalls is also a licensed notary and author. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio solutions and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

Yu Li is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including B. Riley Wealth Advisors and Great Hill Advisory. Li is also a senior accountant at Taxmaster Financial Services Corp. LLC, where he is involved in tax planning, preparation, and consulting. IP Financial Advisory Services primarily serves individual retail clients, focusing on those who are not high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority and a range of analytical approaches to construct and monitor customized portfolios.

Eric Medina is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2019, with prior roles at CFD Investments Inc and Creative Financial Designs. Outside of his advisory work, Medina serves as a high school tennis coach at Bishop Noll. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services, including actuarial and insurance consulting, emphasizing non-high-net-worth investors and retirement plan participants.

Deborah Anselmo is a financial advisor with IP Financial Advisory Services LLC and holds Series 63, 65, and 66 licenses. She has 30 years of industry experience and previously worked at Brian Low Financial Group and Centaurus Financial INC. In addition to her advisory work, she is a notary and operates The Anselmo Group, LLC, a marketing and branding business. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm uses a range of analytical approaches and provides access to third-party managers, focusing mainly on non-high-net-worth investors and retirement plan participants.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials. He has over 20 years of prior experience in the U.S. Air Force and has worked at Wright Time Financial and Innovation Partners LLC before joining his current firm. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and specialized consulting services, employing a range of analytical approaches and discretionary management options.

Dale Pope is a financial advisor at IP Financial Advisory Services LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at firms including Innovation Partners LLC and MerCap Advisors, Inc. Outside of his advisory roles, he has served on the Sleighton School Board and was involved with the Himalayan Hope Charitable Foundation. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and also refers clients to unaffiliated third-party investment advisors while providing a range of investment and insurance-related services.