James Bashaw is a financial advisor with Independent Financial Group, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at International Assets Investment Management, LLC and International Assets Advisory. Outside his advisory work, he serves on the board of the Catholic Endowment Foundation of Galveston Houston and is involved with Catholic Charities and the Houston Livestock Show and Rodeo; he is also an author. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm provides investment advisory programs, financial planning, and retirement plan services, offering a range of discretionary and non-discretionary strategies through platforms such as AccessPoint and Schwab-custodied accounts.

Andrew Cashiola is a financial advisor at Independent Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Ameriprise Financial Services. 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 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.

Travis Bashaw is a financial advisor at Independent Financial Group, LLC in Houston, TX, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Independent Financial Group in 2025, he spent nine years at Better Homes and Gardens/Gary Greene. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors through investment advisory programs, financial planning, and retirement plan services. The firm combines in-house and third-party investment models and operates as both a registered investment adviser and an active broker-dealer.

Alexander Creede is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Independent Financial Group, LLC and has held prior roles at International Assets Advisory and The Doctor's Advisor. Outside of his advisory work, he volunteers with Segway Tours of Houston, assisting with driving and tour support. 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, and financial planning services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Matthew Speed is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds a Series 66 license and previously worked at LPL Financial and Texas Dow Employees Credit. Outside of his advisory role, he volunteers teaching personal finance and economics at Bluebonnet Homeschool Scholars Cooperative. 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 brokerage, portfolio management, and financial planning services, utilizing multiple program options through its AccessPoint platform and third-party asset managers.