Zhongkai Wang is a Series 66-licensed advisor at Independent Financial Group, LLC with nine years of industry experience. He has been with Independent Financial Group since 2016 and previously worked at IBS Electronics. In addition to his advisory role, Wang is employed by Banny Financial Services and works as an insurance agent outside of Independent Financial Group. Independent Financial Group is a large enterprise firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a mix of in-house and third-party model portfolios and maintaining a dual role as both a registered investment adviser and an active broker-dealer.

Hui Zhang is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining Independent Financial Group in 2020, Hui worked at Cetera and East West Bank. Outside of advisory work, Hui serves as an officer and director of Sunrise Lending Inc., a mortgage lending service, and also provides coaching and mentoring in insurance sales. 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 advisory programs via its AccessPoint platform and third-party asset managers.

Elizabeth Min is a financial advisor with Independent Financial Group, LLC, holding Series 66 and Series 63 licenses and with 10 years of industry experience. She is also the owner of T&J Financial Service, Inc., a separate business used for marketing purposes, and operates as a California insurance agent offering various insurance products. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm combines in-house and third-party manager models and operates both as a registered investment adviser and an active broker-dealer.

Joyce Thomas is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2015. Joyce is the sole owner of JTW Financial Services, a DBA used for marketing purposes. 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 models to deliver tailored investment strategies.

Syauching Hung is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he is an independent contractor for JC Planning, involved in the sale of insurance products. 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 tailored to various risk profiles.