Adrianne Flores is a Series 66 licensed advisor at Independent Financial Group, LLC with three years of industry experience. Her career includes roles at Alameda Financial Group, Koehler & Associates CPA's Inc, and Staples, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm utilizes both active and passive strategies through multiple platforms and third-party asset managers, offering tailored investment solutions based on client risk profiles.

David Koehler is a financial advisor with Independent Financial Group, LLC, holding the PFS™ and Series 66 designations and bringing 21 years of industry experience. He has operated his own CPA practice since 1994 and has been with Independent Financial Group since 2008. Outside of advisory work, he is a part-owner of a restaurant and serves as treasurer and goodwill ambassador for a local wine business. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm uses a combination of firm- and third-party investment models, offering financial planning and portfolio management through multiple platforms and employing a blend of passive and active strategies tailored to client risk profiles.

Gurvinder Aujla is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Merrill, Avantax Investment Services, Bancwest Investment Services, J.P. Morgan Securities, and Chase Investment Services Corporation. Outside of advisory work, he is involved in tax preparation, bookkeeping, small business consulting, and also works as a licensed real estate agent and loan officer. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.