Corpus Christi, TX Office

John Nabergall II is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at OSAIC, FSC Securities Corporation, Ameriprise Financial Services, Wunderlich Securities, and Morgan Stanley. He is also an officer and director of Naberhood Financial Services, a marketing DBA related to investment services. 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 plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models that incorporate strategic asset allocation and a combination of passive and active investment exposures.

Nathan Sloan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes positions at Cetera and Cetera ADVISORS LLC, as well as 12 years of prior government service. He serves as a board member for Heart of Texas Goodwill and is the sole owner of N & H Miles & Smilez LLC, a ride-share business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm delivers financial planning and portfolio management through multiple platforms, utilizing both proprietary and third-party models with a blend of active and passive investment strategies.

Stefany Schade is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at firms including Cetera Advisor Networks LLC and Toroso Financial Group, where she is a 95% owner. Schade is a director emeritus of Goodwill Industries of South Texas and actively volunteers with the Junior League of Corpus Christi, serving in upcoming leadership roles. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management using a range of platforms and third-party asset managers, combining strategic asset allocation with both passive and active investment strategies.

Mark Militello is a financial advisor with Independent Financial Group, LLC in Corpus Christi, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Next Financial Group, Inc. He is the managing member of Militello Wealth Management LLC, a business entity used for marketing and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs both firm- and third-party models to develop client strategies across standard risk profiles.

Richard Dwinell is a financial advisor at Independent Financial Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera and Cetera ADVISORS LLC. Outside of his advisory role, he serves as a volunteer on the City of Harker Heights Public Safety Commission and the Police Department’s Training Advisory Board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm and third-party models, combining passive and active investment strategies.