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Tina T

Series 66

Richardson, TX

Independent Financial Group, LLC

Tina Tannery is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. She holds a Series 66 designation and has been with Independent Financial Group since 2013. Tina is a notary public and a 50% owner of a DBA used for marketing purposes. 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 assets through a national network of Investment Adviser Representatives.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael T

Series 63, Series 65

Richardson, TX

Independent Financial Group, LLC

Michael Tannery is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Tannery owns and operates an accounting and tax services firm, Michael Tannery, PLLC, and serves as a volunteer board member for the Richardson YMCA. 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 plan services through a national network of Investment Adviser Representatives.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jaclyn M

Series 65, Series 63

Richardson, TX

Independent Financial Group, LLC

Jaclyn Mc Guire is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc. from 2024 to 2026. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing both in-house and third-party manager models and delivering advice through platforms such as AccessPoint and Schwab-custodied accounts.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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