Thomas Young is a CFP® professional with six years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, First Citizens Bank, and Regions Bank. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning venture. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for individualized strategies, centralized asset management, and formal retirement-plan advisory and pension consulting capabilities.

James Davis Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with LPL Financial and IFP Securities, and maintains roles outside of advising, including serving on the finance committee for Zion Presbyterian Church and teaching geometry at Zion Christina Academy. He is also involved as an owner of Grow Live Give, a firm providing financial education, advice, and investment management. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers a range of investment, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.