Daniel Robertson is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Co. for 20 years. 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 offers a range of financial planning and portfolio management services using both firm and third-party models, combining passive and active investment strategies across various risk profiles.

Craig Spanton is a Series 66 registered advisor with Independent Financial Group, LLC in Boise, ID, bringing 27 years of industry experience. His prior roles include positions at Tricor Advisory Services, Merrill, and Wells Fargo Investments. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Ada County Board of Community Guardians and Live Incorporated, and is President of his local Lions Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers diversified portfolio management and financial planning using both firm- and third-party models, combining passive and active investment strategies tailored to client risk profiles.