Craig Koller is a Certified Financial Planner® with over 33 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and has held previous roles at LPL Financial and IFP Securities, LLC. His background includes operating Koller Wealth Management, Inc., a business associated with his LPL activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm's decentralized model allows advisors to set individualized investment strategies while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

James Appelt Jr. is a financial advisor with Independent Financial Partners in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated Appelt & Associates, a CPA firm providing tax preparation and accounting services, where he serves as president. In addition to financial advising, he manages a CPA practice focused on tax services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.