Charles Wareham is a financial advisor with Independent Financial Group, LLC in Hartford, CT, holding a Series 63 license and bringing 34 years of industry experience. He has been with Independent Financial Group since 2014. Outside of his advisory role, Wareham is the owner of Wareham & Associates and Vaylark Financial Services, both of which provide investment management, insurance services, and financial consulting. 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 advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in assets across a national network of investment professionals.

James Stockman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Transamerica Capital, Inc., Gwfs Equities, Inc., and Oppenheimerfunds. Outside of advising, he is involved in real estate 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 advisory programs through its AccessPoint platform and third-party asset managers, with services implemented based on client risk profiles and available on discretionary or non-discretionary bases.