Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Stacey S
Series 63, Series 66
San Luis Obispo, CA
Independent Financial Group, LLC
Stacey Stanek Byars is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Independent Financial Group since 2017 and concurrently with The Thom Group since 2013. She also works as an independent contractor offering various insurance products. 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.
Patricia T
Series 63
San Luis Obispo, CA
Independent Financial Group, LLC
Patricia Thom is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 42 years of industry experience. She has worked at Independent Financial Group since 2017 and previously spent 12 years at First Allied Securities, Inc. and 5 years at First Allied Advisory Services, Inc. She is also an officer and director of The Thom Group, a marketing DBA she has led since 2001. 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 various advisory programs via its AccessPoint platform and third-party asset managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters