Colin Peltier is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cornerstone Wealth Management, State Farm, and Grand Sierra Resort. Outside of his advisory role, he provides insurance services and offers notarial acts for clients. 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 through a national network of advisors and utilizes multiple investment platforms and third-party managers to tailor client portfolios.

John Underwood III is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cornerstone Wealth Management, Cambridge Investment Research, Raymond James Financial Services, and Flemings. He also provides client service support to partners outside of his advisory role. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios across various investment profiles, and operates as both a registered investment adviser and an active broker-dealer.

Kyle Kirwan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes six years at Kalos Capital and Kalos Management, and he has been self-employed since 1997. Outside of his advisory role, Kirwan serves as an officer and director in several business entities related to tax, investment, and tax preparation services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm provides advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Lawrence Napolitano is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has previously worked at Kalos Capital and has been associated with Cornerstone Wealth Management for over a decade. Outside of advisory work, he is involved in coaching and mentoring within the financial industry and owns a tax preparation company. 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 services, with programs available through its AccessPoint platform and third-party asset managers.

Jammie Avila is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kalos Capital and Cornerstone Retirement & Insurance Services. Avila is involved in coaching and mentoring within the industry and serves as a board member for a local charity, Help of Southern NV. 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 managers, managing approximately $11.3 billion in regulatory assets with both discretionary and non-discretionary account options.

Daniel Mann is a financial advisor at Independent Financial Group, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Kalos Capital, Kalos Management, Cornerstone Wealth Management, and The Somerset Group, Inc. Mann also serves as an officer and director of several related entities, including a tax preparation company and a marketing DBA. Independent Financial Group is a large, integrated advisory and brokerage firm offering investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers tailored investment strategies through a combination of in-house model portfolios and third-party managers, operating both as a registered investment adviser and an active broker-dealer.