Robert Davidson Jr. is a ChFC® with 40 years of industry experience, currently serving at Independent Financial Group, LLC since 2020. He previously worked at Royal Alliance from 2012 to 2020. Outside of his advisory role, he teaches a class on federal retirement benefits for Arlington County Public Schools. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Kelsey Davidson Todd is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Independent Financial Group, LLC since 2020. Prior to joining Independent Financial Group, she worked at Royal Alliance and has experience in education with Charlotte Mecklenburg Schools. She is involved in teaching federal employees about benefits and retirement planning through various public school adult education programs and federal agency training. 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 manages approximately $11.3 billion in regulatory assets and provides advisory services through a national network of Investment Adviser Representatives using multiple program options and third-party asset managers.