Independent Solutions Wealth Management, LLC

Michael Zimmer is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC. Outside of his advisory work, he is involved with a radio show marketing entity called The Financial Guys. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers.

Micah Moore is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at firms including Cambridge Investment Research Advisors and Mass Mutual Life Insurance Company. Moore is active in community organizations, serving in leadership and auditing roles with the Naples NY Rotary Club and as Vice President of the Board for Rotary Camp Onseyawa. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm offers financial planning and portfolio management with an investment process that emphasizes strategic asset allocation and manager selection across a range of risk profiles.

Jack Haxton is a financial advisor at Independent Solutions Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Peak Brokerage Services, LLC and several other firms. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and offers financial planning and portfolio management with a focus on strategic asset allocation and manager selection.

Ronald Waskow is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 credential and over 20 years of industry experience. He previously worked at Blackridge Asset Management, LLC, LPL Financial, LLC, and Northwest Savings Bank. Outside of advisory work, he is a committeeman for the Town of Elma Republican Committee. Independent Solutions Wealth Management LLC is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and employs a strategic asset allocation and manager selection process across a range of risk profiles.

Rohn Pierce is a financial advisor at Independent Solutions Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at PEAK Brokerage Services, Blackridge Asset Management, and The Prudential Insurance Company of America. Outside of financial services, Pierce provides baseball pitching lessons as a coach through his business All-In-Sports. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and offers services including portfolio management, strategic asset allocation, and tactical investment strategies across a range of risk profiles.

Michael Hoeflich is a financial advisor at Independent Solutions Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with Hoeflich Retirement Optimization Planning since 2021 and with Peak Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. Outside of his advisory roles, he is involved as a Social Security Claiming Strategist and is a book author through his membership in Beyond Break Even. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum, utilizing mutual funds, ETFs, third-party managers, and tactical strategies with regular portfolio reviews and due diligence.

David Moore is a CFP® with 41 years of industry experience, currently affiliated with Independent Solutions Wealth Management, LLC and Peak Brokerage Services, LLC. His career includes roles at Cambridge Investment Research Advisors, Inc., American Portfolios Financial Services, Inc., and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved with The Financial Guys, a radio show and DBA focused on wealth management. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation process across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers, complemented by regular due diligence and portfolio reviews.

James Cook is a financial advisor at Independent Solutions Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackridge Asset Management for eight years. Outside of financial advising, Cook operates Andy Cook CPA, LLC, a CPA firm. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and offers a range of portfolio management services, emphasizing strategic asset allocation and manager selection through in-house due diligence and regular portfolio reviews.

Brian Webb is an investment advisor with Independent Solutions Wealth Management, LLC and The Financial Guys DBA, holding Series 63 and 65 credentials with one year of industry experience. He has worked at several firms including Peak Brokerage Services, MHA Zentgraf, and Globe Life/National Income. Outside of financial advising, he owns Webb Marketing Agency and has been involved with Amway/LTD since 2009. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and employs strategic asset allocation and manager selection processes, offering a range of portfolio management services including mutual fund, ETF, and stock portfolios as well as tactical strategies and third-party manager selection.

Michael Lomas is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Peak Brokerage Services LLC, Blackridge Asset Management LLC, and Neiman Funds Management, where he serves as a director and active owner of the Neiman Large Cap Value Fund. Outside of advisory work, he is involved in media and insurance through Financial Guys, LLC, and owns a drag race car team, Lomas Motorsports. Independent Solutions Wealth Management provides advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across mutual funds, ETFs, and individual securities. The firm emphasizes strategic asset allocation, manager due diligence, and a mix of fundamental and technical analysis, incorporating tactical strategies and proprietary mutual fund offerings.

Mark Vuskov is a financial advisor with Independent Solutions Wealth Management, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at NEXT Financial Group, Inc for 12 years and Visionary Asset Management for 6 years prior to joining his current firm in 2026. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on strategic asset allocation and manager selection through an in-house due diligence process, offering services such as mutual fund, ETF and stock portfolio management, tactical portfolio strategies, and third-party manager selection.

Michael Bien is a financial advisor with Independent Solutions Wealth Management, LLC in Beaverton, OR, holding Series 63 and Series 66 designations and having 21 years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Financial Investment Team. Additionally, he is active as a licensed insurance agent focusing on fixed insurance sales. Independent Solutions Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets, offering financial planning, portfolio management, tactical strategies, and third-party manager selection with an investment process centered on strategic asset allocation and in-house due diligence.

Jason Browne is a financial advisor at Independent Solutions Wealth Management, LLC in Montgomery, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, having previously worked at Alexis Investment Partners, Sowell Management Services, and FundX Investment Group. Independent Solutions Wealth Management is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm serves individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, offering financial planning and portfolio management with an investment approach that emphasizes strategic asset allocation, manager selection, and a variety of model portfolios across broad risk profiles.

Michael Sperrazza is a financial advisor at Independent Solutions Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Blackridge Asset Management, Peak Brokerage Services, and Queen City Financial Group. Outside of advising, he is a managing partner of The Financial Guys Home & Auto LLC and hosts a radio show with Financial Guys Media Network. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm emphasizes strategic asset allocation across a five-tier risk spectrum and employs both fundamental and technical analysis in portfolio management.

Andrew Miller is a CFP® with 24 years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior experience includes roles at NEXT Financial Group and Ameriprise. Miller is also involved in advisory consulting and business development through his affiliations with Independent Solutions Wealth Management and Peak Brokerage Services. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets, offering financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm emphasizes strategic asset allocation and a manager selection process centered on in-house due diligence and portfolio monitoring.