Phoenix, AZ Office

Jeffrey Zupancic is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2017. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current role, he was affiliated with Brokers International Financial Services and Broker Dealer Financial Services. Outside of advisory work, he is the CEO and founder of several non-investment-related companies, including a marketing firm and an insurance firm, and serves as a board member for a homeowners association. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies, including third-party managers and model portfolios, to manage approximately $518 million in client assets.

Nancy Bullock Swanson is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Swanson is also president of Preferred Wealth Management and involved in life and health insurance sales through multiple entities. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of portfolio strategies and oversight tools, serving clients including high-net-worth individuals with approximately $518 million in assets under management.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

Timothy Stoleson is a financial advisor at Independent Wealth Network, Inc. with a Series 65 credential and recent experience in the industry. His prior roles include positions at Emerson Equity LLC, Zupancic Financial Group Inc, and Preferred Wealth Management, LLC. He has also held various roles outside the financial sector while completing his education. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as trusts, pension plans, estates, charitable organizations, and corporations. The firm uses a range of investment strategies, third-party managers, and oversight tools to align client portfolios with their broader financial plans.

Robert Irish is a Series 65-licensed advisor with Independent Wealth Network, Inc. in Phoenix, AZ, where he has worked since 2026. He has prior experience in educational services and spent ten years with the Tolleson Union High School District. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals—including high-net-worth clients—as well as trusts, pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and third-party managers to oversee approximately $518 million in client assets.