American Independent Securities Group, LLC

Melinda Wells is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Client One Securities, LLC for eight years before joining her current firm in 2020. Wells is also an independent insurance agent and serves as Vice President of Soroptimist International of La Grande, where she participates in board decisions and meeting facilitation. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, tailoring portfolios based on client objectives and risk tolerance, with accounts managed on both discretionary and non-discretionary bases.

Pamela Knight is a Series 66 licensed financial advisor at American Independent Securities Group, LLC with 17 years of industry experience. She previously worked at BlackRock and Legg Mason before joining her current firm. Outside of her advisory role, she is a co-owner of Scratchfoto, a photography app that connects photographers. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, and charitable organizations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

John Durant is a Series 66 licensed financial advisor with 24 years of industry experience. He is currently with American Independent Securities Group, LLC and previously worked at L.M. Kohn & Company and Ameriprise Financial Services, Inc. In addition to his advisory role, Durant is a licensed insurance agent offering life, health, long-term care, and variable annuity insurance products. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Tracee Adams is a financial advisor at American Independent Securities Group, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, Adams is active in community and nonprofit organizations, serving on boards including the Wichita Police & Fire retirement board, Junior Achievement of Kansas, Wichita State University Board of Trustees, and the Wichita Rotary Charitable Fund, where she is president. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach tailored to client objectives and risk tolerance, managing accounts on both discretionary and non-discretionary bases.

Charles Carroll is a Series 66-licensed advisor with American Independent Securities Group, LLC. He has been with the firm since 2025 and has over 25 years of experience as an insurance agent with RTEA Corporation. Outside of advisory work, he provides bookkeeping services through a separate business. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs an open-architecture investment approach and manages the majority of assets on a non-discretionary basis.

Mark Melda is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Key Investment Services, and Key Corp. He has an ownership interest in a rental property in Parma, Ohio. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach and offers both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Kevin Jordan is a Series 66-licensed advisor with American Independent Securities Group, LLC and Rockwood Stone Wealth Management, LLC, bringing one year of industry experience. Prior to entering the financial advisory field, he worked in the automotive industry with Cole Chevrolet and Nissan Kia for a combined ten years. He serves as Director and Partner at Rockwood Stone Wealth Management. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Christopher Rosa is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with American Independent Securities Group since 2012. Outside of advisory work, he is an independent contractor providing tax preparation and accounting services through CFS Tax Group, LLC. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and many advisors are dually licensed as insurance agents.

Cyla Fromm Minett is a financial advisor at American Independent Securities Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Northwestern Mutual and D.A. Davidson & Co. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Lance Altheide is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining American Independent Securities Group in 2016, he worked at Cetera Advisor Networks LLC from 2013 to 2016. He is also the founder and CEO of Olympia Investment Management and works as an insurance agent specializing in fixed life and long-term care insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary account management.

Martin Healy is a financial advisor at American Independent Securities Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for 10 years. Outside of his advisory role, Healy is involved in municipal bookkeeping and independent insurance sales. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases.

Xuejing Li is a financial advisor at American Independent Securities Group, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of her advisory work, she owns an IT consulting business, Win Win Technology, LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers tailored portfolio management using an open architecture approach, with both discretionary and non-discretionary account management options.

Alan Turner is a financial advisor with American Independent Securities Group, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at L.M. Kohn & Company for 16 years before joining his current firm. Outside of advising, he occasionally participates in TV and radio commercials and modeling for greeting cards and newspaper ads. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management and offers both discretionary and non-discretionary account management.

Brandyn Hendrickson is a financial advisor at American Independent Securities Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2019. Prior to that, he was involved with Curb 2 Curb and Capital Financial Services, Inc. Hendrickson serves as the president of the Minot Optimist Club and is a board member of the Minot Housing Authority. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Andrew Daudt is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He worked at Edward Jones from 2003 to 2017 before joining American Independent Securities Group in 2017. In addition to his advisory role, Daudt operates an independent insurance agency focusing on life insurance and annuities. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolio management using an open architecture platform and manages the majority of its assets on a non-discretionary basis.