Jeffrey Blomgren is a CFP® professional with 26 years of experience in the financial industry. He is currently with Independent Financial Partners, where he has worked since 2021. Prior to that, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Independent Financial Partners is a nationwide enterprise providing 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 centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities.

David Findlow is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has worked at Independent Financial Partners since 2021 and previously spent 13 years with Charles Schwab and Charles Schwab Bank. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Andrew Ross is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments and Diamond Wealth Management. Ross joined Independent Financial Partners in 2021. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.