Jennifer Morris Montes is a financial advisor at Independent Financial Group, LLC with six years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Professional Advisory Services and The Law Offices of Hart, Mieras, Morris, where she volunteered in legal services. Outside of financial advising, she assists with implementation and training for VIP System Design, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm utilizes both firm- and third-party investment models and offers a range of services such as financial planning, portfolio management, and retirement plan solutions.

John Almaguer Jr. is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Entertainment Wealth Management, Ids Life Insurance Company, and Enterprise Leasing. Independent Financial Group provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.

Julie Shen is a financial advisor at Independent Financial Group, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors, Inc. from 2012 to 2015. Shen is a 50% owner of ENT Wealth Management, a marketing DBA, and is also a licensed California insurance agent offering various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

Gary Morris is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His work history includes roles at Cetera Advisor Networks LLC, Girard Securities, Inc., and long-term involvement with Professional Estate Services, Inc., among others. He serves as chairman of the board for Granite Ridge Christian Camp, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to tailor client strategies and offers financial planning, portfolio management, and retirement plan services.