Keith Gredys is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 27 years of experience. His career includes roles at IFP Securities, LLC, Kidder Advisers, Inc., Fuerza Financial, Inc. dba The Kidder Company, and LPL Financial. He is also a notary public. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model and is noted for its retirement-plan advisory and pension consulting capabilities, serving a broad client base including individuals, charities, corporations, and high-net-worth clients.

Kevin Dolphin is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Independent Financial Partners in 2020, he worked with various Avantax entities from 2014 to 2020 and has operated his own CPA firm, Kevin Dolphin CPA, P.C., since 2003. Outside of his advisory role, he manages a CPA firm providing tax and accounting services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves a broad client base including individuals, charities, corporations, and high-net-worth clients, with a notable emphasis on retirement-plan advisory and pension consulting services.