Bruce Levitus is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at OSAIC for 21 years and has also been associated with DJK Consulting. Outside of his advisory role, Levitus volunteers for the Alzheimer's Foundation of America, organizing fundraising activities linked to his hobbies such as paddling and skiing. 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 services through a national network of Investment Adviser Representatives and provides a variety of advisory programs via its AccessPoint platform and third-party asset managers.

Richard Mireles is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Independent Financial Group since 2010 and has concurrently operated Mireles Tax Services since 2008. Mireles also provides seasonal tax preparation services for H&R Block and is a licensed life and health insurance agent, as well as a real estate agent. 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 advisory platforms and third-party asset managers.

Nathan Moore is a CFA® charterholder affiliated with Independent Financial Group, LLC and has one year of industry experience. His prior roles include positions at EbitDATA CRE, The Niki Group, Cornerstone Family Center, and Blackstone Gaming. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services with a range of managed account options and utilizes both in-house and third-party investment models.

Cristina Michel is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Independent Financial Group, LLC and previously worked at LPL Financial, LLC and Independent Capital Management. Outside of her advisory roles, she has experience with Gelato Paradiso and has been involved with the Sherman Heights Community Center and UC San Diego. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in assets through a national network of Investment Adviser Representatives.

Abbey Eastham is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Realta Equities, Inc. Eastham is also an investment advisor representative for Realta Investment Advisors, Inc. Outside of her advisory role, she is involved with Realta Investment Advisors, providing investment advisory 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, utilizing a variety of advisory programs and third-party asset managers.

Christina Woodford is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Crown Capital Securities, LP for 24 years. In addition to her advisory role, she is employed at Timothy Hayes Financial, where she manages administrative duties and client services. 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 offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth and institutional clients.

James Yee is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked at Green Retirement and Independent Financial Group since 2020. Prior to his financial career, he spent several years in the cutlery industry with roles at Knife Sharpener and We Be Knives. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple advisory programs and third-party asset managers.

Jack Stark I is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2022. Jack has also been engaged in academic pursuits since 2009. 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, distributing advisory programs through a national network of Investment Adviser Representatives and utilizing multiple investment platforms and third-party managers.

Richard Soennichsen is a CFP® professional with 40 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, and H. Beck, Inc. He is also a licensed California insurance agent. 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.

Troy Pearson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Independent Financial Group since 2004. 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.

Brett Little is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Little owns and operates Little Business Wealth Advisors, a California corporation offering life, health, long-term care, and disability insurance. 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 variety of advisory programs through its AccessPoint platform and third-party asset managers, with a substantial broker-dealer operation supporting both commission-based and asset-based advisory services.

Sandra Pappalardo is a financial advisor at Independent Financial Group, LLC with 38 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Financial Sense Securities, Inc., and CUSO Financial Services, LP. 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 Investment Adviser Representatives and utilizes multiple advisory programs and third-party asset managers.

Erick Montiel is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for nine years before joining his current firm in 2022. Outside of his advisory role, Montiel is involved in a family business where he provides weekly consultative support, and he holds a 50% obligation in a commercial real estate investment property. 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 asset managers, with a client base that includes high-net-worth and institutional clients.

John Foster is a CFP® with 34 years of industry experience. He is currently with Independent Financial Group, LLC and previously worked at Park Avenue Securities and Guardian Life. Foster teaches financial professionals as a Living Balance Sheet Trainer and is planning to author several books. Independent Financial Group, LLC is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers a variety of investment advisory programs and financial planning services, implementing strategies through a combination of in-house and third-party managed portfolios.

Dena Schwartz is a financial advisor at Independent Financial Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. 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, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Jerald Van Houten is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks for a combined 11 years before joining Independent Financial Group in 2023. Outside of his advisory role, Van Houten volunteers teaching financial biblical education and coaching through Kingdom Advisors and the John Maxwell Group, and serves as Central Valley Chapter President of the Main Street Chamber. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs and brokerage services, utilizing risk-tolerance profiles to manage client assets across multiple platforms and third-party managers.

Suzette Lawrence is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years before joining Independent Financial Group in 2024. Outside of her advisory role, Lawrence serves as a Girl Scout leader for Troop 4751 in Greater Los Angeles. 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 offers a range of advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutions.

Monica Gooding is a financial advisor at Independent Financial Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC for ten years before joining her current firm in 2018. Monica took a one-year period for further study between roles. 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 Investment Adviser Representatives and provides access to multiple advisory programs and third-party asset managers.

Chad Cristo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Putnam Retail Management for 30 years before joining Independent Financial Group in 2022. 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 Investment Adviser Representatives and manages approximately $11.3 billion in regulatory assets.

Ronny Inniger is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, Securities America, and Bank of the West. Outside of finance, he is the president and owner of Main Tap Tavern, a bar and grill in El Cajon, CA, and is involved in sports-related ventures focused on supporting athletes and professionals through Titans Sports Alliance LLC and Empire Sports Alliance LLC. 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 and investment management services through a national network of representatives, utilizing multiple platform options and third-party managers.

John Podesto is a CFP® with 17 years of industry experience. He is currently with Independent Financial Group, LLC and previously worked at LPL Financial for 15 years. Podesto is also an officer and director of LEOZO DREAMS, LLC, a financial consulting business. 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 Investment Adviser Representatives and utilizes multiple program options and third-party managers to implement client investment profiles.

Kevin Keefe is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Independent Financial Group, LLC and has prior experience with firms including BNY Mellon Capital Markets and Realta Investment Advisors. He serves as a board member of FMT Solutions, a role unrelated to investment management. Independent Financial Group is a large advisory and brokerage firm that provides investment advisory programs, financial planning, and retirement plan services to a broad range of clients, including high-net-worth individuals, trusts, corporations, and business owners. The firm offers both discretionary and non-discretionary investment strategies through a mix of in-house and third-party model portfolios, operating as both a registered investment adviser and an active broker-dealer.

Brett Saddler is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Crown Capital Securities, Consolidated Brokerage Services, and Health Markets. In addition to his advisory work, he operates as an independent contractor selling life insurance policies. 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 Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Ian Buxbaum is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Commonwealth Financial Network and Capital One Advisors. 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 Investment Adviser Representatives and provides access to advisory programs via multiple platforms and third-party managers.

Sean Oconnor is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, LLC and Lucia Capital Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers a range of advisory programs through its AccessPoint platform and third-party asset managers.

Camryn Bolek is a financial advisor at Independent Financial Group, LLC with two years of industry experience. She holds the Series 66 designation and previously worked at KPMG and Anthropologie. Outside of finance, she occasionally dog sits for friends and family. 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 with customizable client strategies.

Colin Andrews is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. His prior experience includes roles at Diversy Fund Inc., McKinney Capital, Viasat Inc., and California State University of San Marcos. 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 offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with a range of investment solutions.

Benjamin Shepherd is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mulligan Funding, MML Investors Services, and MassMutual Life Insurance Company. Based in San Diego, CA, he has a varied background that includes work outside financial services at San Diego State University and Stater Bros Supermarket. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing both in-house and third-party model portfolios, with assets under management reported at approximately $12.9 billion.

Edward Watson is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2011. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, 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.

Brian Dennen is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Ally Invest Advisors, and Compliance Risk Concepts. Outside of advisory work, Dennen assists with marketing and sales for Ramona Woodworx LLC, an outdoor furniture business. 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 a mix of in-house and third-party model portfolios across various investment platforms.

Timothy Hayes is a CFP® with over 52 years of industry experience. He is currently affiliated with Independent Financial Group, LLC and has previously worked at Crown Capital Securities, LP for 25 years. Hayes is also the owner and president of Timothy Hayes Financial and Insurance Services, Inc., a business involved in the sale of fixed annuities and life insurance. 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 asset managers, managing approximately $11.3 billion in assets.

Kelsey Hasterlik is a CFP® with 14 years of experience in the financial services industry. She has worked at Independent Financial Group, LLC since 2018 and previously held roles at Emerson Equity LLC, Nelson Brothers Professional Real Estate, and Shopoff Securities, Inc. She also provides consulting services for Mountain View Capital, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors through a national network of Investment Adviser Representatives. The firm offers a range of advisory programs and manages approximately $11.3 billion in regulatory assets.

Matthew Sessa is a financial advisor with Independent Financial Group, LLC, holding Series 63 and 66 licenses and 14 years of industry experience. He has worked with Timothy Hayes Financial & Investment Services Inc. and Crown Capital Securities, LP. Outside of his advisory role, he is a licensed health insurance agent, a public notary, and an enrolled agent providing tax preparation 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 through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party managers.

Colby Taylor is a financial advisor at Independent Financial Group, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Deloitte for two years before joining Independent Financial Group in 2018. Taylor also provides marketing consulting services as an independent contractor with AlphaSights. Independent Financial Group is a large firm serving individuals, trusts, corporations, business owners, and plan sponsors with advisory programs, financial planning, and retirement plan services. The firm offers a range of investment strategies through multiple platforms and combines in-house and third-party manager models, operating as both a registered investment adviser and an active broker-dealer.

Scott Heising is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds a Series 65 designation and has worked with Advisors Edge Securities LLC since 2005. He also serves as president of Independent Financial Group, Inc., a related insurance holding 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory platforms and third-party asset managers.

Jeremy Laub is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Commonwealth Financial Network, and Monarch Retirement Group. Outside of finance, he performs live music and works as a handyman. 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 services through a national network, utilizing multiple advisory programs and third-party managers to implement client investment profiles.

Paul Cotofana is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at SagePoint Financial and SagePoint Financial, Inc. from 2009 to 2021 before joining Independent Financial Group in 2021. 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, utilizing platforms such as AccessPoint and third-party asset managers, with approximately $11.3 billion in regulatory assets under management.