Williamsville, NY Office

Michael Zimmer is a financial advisor at Independent Solutions Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including PEAK Brokerage Services, LLC, Blackridge Asset Management, LLC, and Independent Wealth Management LLC. Outside of his primary advisory role, he is involved in marketing and compliance activities with Neiman Funds Management, LLC and participates in a financial radio show called The Financial Guys. 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 focuses on strategic asset allocation and manager selection through in-house due diligence, offering a range of portfolio management services including mutual funds, ETFs, and private placement brokerage for accredited clients.

Jack Haxton is a wealth manager at Independent Solutions Wealth Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Peak Brokerage Services, LLC. 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 offers financial planning and portfolio management with an investment approach centered on strategic asset allocation, manager selection, and tactical portfolio strategies.

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.

Brian Webb is an investment advisor at Independent Solutions Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Peak Brokerage Services, LLC, and MHA Zentgraf. Outside of financial advising, he owns Webb Marketing Agency, a business he has operated since 2019. Independent Solutions Wealth Management is an SEC-registered firm providing financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and emphasizes strategic asset allocation and manager selection through a range of model portfolios and tactical strategies.

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.

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.

Michael Shaver is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and entering the industry with no prior financial advisory experience. His background includes roles in healthcare and education, such as positions at the University at Buffalo Primary Care Research Institute and Buffalo Medical Group. He is also involved with Project TEACH, a nonprofit initiative. 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, individual securities, and third-party managers, alongside ongoing portfolio reviews and tactical strategies.

Ronald Reinstein is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 65 and Series 63 credentials and 21 years of industry experience. He has worked at Peak Brokerage Services, Blackridge Asset Management, and Independent Solutions Wealth Management since 2015, following a year at Next Financial Group. Outside of his advisory work, he teaches community education classes and serves as a Social Security Certified Claiming Strategist. Independent Solutions Wealth Management is an SEC-registered advisory firm managing approximately $1.54 billion in client assets, serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm emphasizes strategic asset allocation and manager selection, offering model portfolios across various risk profiles and tactical investment strategies.

Michael Shaver is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Independent Solutions Wealth Management, LLC and has prior experience at PEAK Brokerage Services, Blackridge Asset Management, and Citizens Securities. Since 2002, he has served as Treasurer for the Vision Beyond Sight Foundation 403(b)(c). Independent Solutions Wealth Management, LLC is an SEC-registered advisory firm that provides financial planning and portfolio management to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in client assets and emphasizes strategic asset allocation, manager selection, and tactical strategies across a range of risk profiles.

Jay Blanchard is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Outside of his advisory role, he is involved in practice management and technology consulting, owns a business called Wealth to Womens, and participates in teaching and mentoring activities through Time & Money LLC. He also serves as a fundraiser for the American Widow Project. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers a range of portfolio management strategies, emphasizing strategic asset allocation, model portfolios, and both fundamental and technical analysis in security selection.

David Mariacher is a financial advisor at Independent Solutions Wealth Management, LLC in Burlington, Kansas, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PEAK Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management utilizing mutual funds, ETFs, individual securities, and third-party managers, with an investment process focused on strategic asset allocation, manager due diligence, and a combination of fundamental and technical analysis.

Russell Gaiser is a CFP® professional with five years of industry experience, currently with Independent Solutions Wealth Management, LLC. His background includes roles at Peak Brokerage Services and Blackridge Asset Management, as well as work in healthcare and active duty service with the U.S. Air Force. Outside of advising, he contributes personal finance columns for The Street, teaches Social Security optimization courses, and is a member of a book authorship LLC. 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 emphasizes strategic asset allocation and manager selection through in-house due diligence and offers a range of portfolio management services including mutual funds, ETFs, and tactical strategies.