Jerry Tuma is a CFP® professional with 45 years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Cornerstone Financial Services, Inc., where he worked for 40 years. Outside of advising, he is an author and public speaker, and owns Liberty Silver & Gold, LLC, which sells physical gold and silver bullion and coins. 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 a range of financial planning and portfolio management solutions, using both firm- and third-party models combined with ongoing due diligence to manage risk and asset allocation.

Michael Williams is a Series 66-credentialed advisor with 11 years of industry experience, currently affiliated with Independent Financial Group, LLC in Dallas, TX. He has held multiple roles at Cornerstone Financial Services, Inc., where he also co-hosts the radio show Smart Money. Williams has an extensive background in financial services and education, including positions at Texas Tech University and Wayland Baptist University. 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 employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across both passive and active investments to develop tailored client strategies.

Darrell Delphen is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Cornerstone Financial Services, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he serves as an independent contractor involved in the sale of physical precious metals through Liberty Silver & Gold, LLC and holds an insurance agent representative position. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm uses a combination of firm- and third-party models to develop client strategies, incorporating both passive and active investments across a range of risk profiles.

David Mccord is a financial advisor with Independent Financial Group, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and having 35 years of industry experience. He previously worked at Cornerstone Financial Services, Inc. for 33 years and has served as an operational administrator for Liberty Silver & Gold. Additionally, he is an elder and board member at Dallas North Town Church Ministry Organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning, portfolio management, and third-party asset manager programs, employing a mix of passive and active strategies through various platforms and model-based client proposals.