Jeffrey Griswold is a financial advisor with TRU Independence Asset Management 2, LLC and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Merit Risk Management, LLC and Merit Wealth Management, LLC. TRU Independence Asset Management 2, LLC serves individual and institutional clients such as high-net-worth individuals, pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and third-party manager selection, employing a blend of active and passive strategies across multiple asset classes.

Jennifer Vandusseldorp is a CFP® with two years of industry experience, currently serving at tru Independence Asset Management 2, LLC. Her prior roles include positions at R. Kent Harris & Associates, Computershare / NewRez, and Fidelity Investments. tru Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, providing both discretionary and non-discretionary investment management as well as standalone financial planning and consulting. The firm employs a blended investment approach using active and passive strategies across various asset classes and utilizes independent managers and sub-advisors in its portfolio management.

Stacy Sizemore is a financial advisor at TRU Independence Asset Management 2, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Sanctuary Securities, Inc., Sound Legacy Wealth Advisors, and D.A. Davidson & Co. Sizemore also serves as Chief Compliance Officer for the parent company, tru Independence LLC. TRU Independence Asset Management 2, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individual and institutional clients. The firm employs a blended investment approach using both active and passive strategies across various asset classes and works with independent managers and sub-advisors.

Nicolas Castano is a financial advisor at TRU Independence Asset Management 2, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Merit Wealth Management, Morton Wealth, UCLA Extension, and AProvideC. TRU Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals, ERISA and pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, standalone financial planning, pension consulting, and third-party manager selection, utilizing a blend of active and passive strategies across multiple asset classes.