Robert Whitman Jr. is a financial advisor with Independent Financial Group, LLC, holding over 44 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Asset One, LLC, and Girard Securities, Inc. In addition to his advisory work, he has served as a mentor and coordinator for career outreach programs at Archbishop Rummel High School for more than four decades and is the board president of Youth Rebuilding New Orleans Inc. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional investors. The firm utilizes a mix of passive and active investment strategies implemented through firm- and third-party models, focusing on strategic asset allocation and ongoing portfolio management.

Daniel Richard is a financial advisor with Independent Financial Group, LLC, holding a Series 65 designation and over 41 years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC and Girard Securities, Inc., among others. Outside of advisory services, he provides transportation for professional football teams through independent contractor assignments. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate pension plans. The firm employs both firm- and third-party models for portfolio management, combining passive and active strategies with ongoing due diligence across various risk profiles.