Jeffrey Nero is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Independent Financial Group in 2022, he worked at Edward Jones from 2018 to 2022 and was involved with Nero Innovations Corporation from 2009 to 2018. Outside of advisory work, he has experience as a landlord. 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, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Sagepoint Financial, Inc. for nine years before joining her current firm in 2018. Salter serves as a board member of St. Jude's Memorial Hospital, a nonprofit organization. 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 diverse client base with both discretionary and non-discretionary account management options.