Eric Wong is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Lee, Nolan & Koroghlian and W Wealth Strategies. Outside of advisory work, he engages in selling life, long-term care, and disability income insurance, and provides tax preparation services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Amy Frank Goldman is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. Her prior roles include positions at Kalos Management, Kalos Capital, and OppenheimerFunds. She is also involved in nonprofit work as the owner of Hug Hoboken, an organization supporting local initiatives such as food pantries and homeless shelters. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, with approximately $11.3 billion in regulatory assets under management distributed through a national network of Investment Adviser Representatives.

Steven Sutley is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2009. Sutley serves as a board member of 1230 Park Owners Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a broad range of clients including high-net-worth individuals and institutional investors.

Frank Wong is a CFP® with 42 years of industry experience, currently serving at Independent Financial Group, LLC since 2017. His prior experience includes roles at F3Logic, LLC and National Planning Corporation. He also volunteers as a part-time teacher at Hunter College. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

David Heitner is a financial advisor at Independent Financial Group, LLC with 11 years of industry experience. He holds Series 63, 65, and 66 credentials. Prior to his current role, he worked at Securities America Advisors, Securities America, Inc., and OSAIC. Outside of finance, Heitner is the owner of Heits Building Services, Inc., a commercial cleaning business he has operated since 2003. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides access to multiple advisory programs and third-party asset managers.

Jason Wong is a financial advisor at Independent Financial Group, LLC with Series 66 registration and approximately two years of industry experience. His prior roles include positions at W Wealth Strategies LLC and Kiewit Corporation. Outside of advisory work, he holds a licensed administrative assistant position related to a marketing DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a nationwide network of Investment Adviser Representatives and utilizes multiple investment platforms and third-party managers.

Kyle Wong is a CFP® with seven years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His prior work includes roles at Goldman Sachs and F3 Logic, LLC. Outside of his advisory work, he is involved in tax preparation and accounting services through WWS Services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, including high-net-worth clients, as well as charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party managers, with accounts managed on both discretionary and non-discretionary bases.