Matthew Reese is a financial advisor at Independence Square Holdings, LLC with three years of industry experience. He previously worked at BDO USA and Moss Adams and is a certified public accountant who owns a tax preparation and bookkeeping business. Reese is also vice president of the board of Advanced Piping Products Inc., a manufacturing company serving the oil and gas refinery sector. Independence Square Holdings serves individuals, including high-net-worth clients, retirement plans, and institutional clients with financial planning, portfolio management, and ERISA advisory services. The firm employs a multi-team approach and integrates customized portfolios, model portfolios, and third-party solutions, leveraging digital platforms and a broad range of investment instruments.

Brenton Stransky is a CFP® with 21 years of industry experience, currently serving at Independence Square Holdings, LLC since 2019. His prior experience includes roles at LPL Financial, Private Advisor Group, Cetera Investment Services, PNC Wealth Management, and Ameriprise. Outside of his advisory work, he is also an author. Independence Square Holdings operates as a multi-team advisor with about 40 advisors, serving individuals, retirement plans, institutional, and corporate clients through comprehensive financial planning and portfolio management services. The firm combines customized and model portfolios with third-party solutions, leveraging digital platforms and offering access to alternative investments and performance-based arrangements for qualified clients.