Prescott, AZ Plaza West Office

Linda Mickelsen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 25 years of industry experience. She has been with Independent Financial Group since 2015 and has additional work experience in various roles, including as an employee at Alcantara Vineyards and owner of Lin Mickelsen Therapeutic Massage. Mickelsen is also active in her local community through the Cottonwood Chamber of Commerce. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with assets under management of approximately $11.3 billion.

Jodi Padgett is a CFP® professional with 30 years of experience in the financial services industry. She is currently with Independent Financial Group, LLC and previously worked at Taylor and Padgett Financial Group LLC and Royal Alliance Associates, Inc. Outside of her advisory role, she is a 50% owner of Painted Lady Vineyard, a vineyard business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services, utilizing various advisory programs and third-party asset managers to accommodate diverse client investment profiles.

Bree Perea is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Royal Alliance and Taylor & Padgett Royal Alliance. Outside of her advisory role, she is a 50% owner of Padgett & Perea LLC, a firm providing bookkeeping, accounting, and tax preparation services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor investment solutions.

Joseph Glomski is a CFP® with two years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. He has worked at Cambium Wealth and Legacy Strategies since 2020. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and delivers advisory services through a national network of Investment Adviser Representatives.