Christel Covert is a CFP® professional with 37 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. She also owns Arizona Tax and Financial Advisors, PLLC, a tax preparation and accounting firm, and acts as trustee for several family trusts. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm provides financial planning and portfolio management through multiple platforms and employs a model-driven approach combining strategic asset allocation with active and passive investment exposures.

Kerry Tanner is a CFP® professional with 44 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2005. He holds Series 63 and Series 66 licenses and has been involved in insurance since 1981, offering life, health, and long-term care insurance. Tanner also provides tax preparation and bookkeeping services as an independent contractor and serves as a volunteer member of his homeowners association board. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a model-driven investment approach combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence across passive and active exposures.