Independence Capital Co., Inc.

Jon Heischman is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 21 years of industry experience. He has worked with Heischman Insurance since 2003 and is also active as an insurance agent specializing in fixed life, health, annuity, disability, and long-term care insurance. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team, focusing on personalized portfolio management and advisory services.

Thomas Moran is a financial advisor with Independence Capital Co., Inc. in Lakeland, FL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at Oneamerica Securities and American United Life. Outside of his advisory work, Moran is involved in real estate sales as a licensed realtor and owns multiple insurance and group benefit sales businesses. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team. The firm focuses on personalized portfolio management and maintains a range of broker-dealer and professional affiliations that are uncommon among firms of its size.

John Cush is a financial advisor with Independence Capital Co., Inc. in New Philadelphia, Ohio. He holds a Series 63 designation and has 36 years of industry experience. Prior to joining Independence Capital in 2021, he worked at Ohio National and THE O.N. Equity Sales Company for over three decades. Cush also owns Cush Financial Services, where he is involved in fixed life, annuity, health, disability, and long-term care insurance. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team. The firm focuses on personalized portfolio management and serves approximately 295 clients with nearly $100 million in assets under management.

Margaret Ulrich is a CFP® with 34 years of industry experience, currently serving at Independence Capital Co., Inc. since 2003. She holds a Series 63 license and is also active as an insurance agent, focusing on life, health, and Medicare supplemental insurance as well as fixed annuities. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team. The firm emphasizes personalized portfolio management and serves approximately 295 clients with around $99.9 million in assets under management.

Thomas Dlugopolsky is a financial advisor at Independence Capital Co., Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Independence Capital since 2018. His prior experience includes roles at MML Investors Services and MassMutual, both since 2016, and Integral Design, Inc. from 2006 to 2017. Outside of advising, he serves as a compensated board member for the Delta Sigma Phi Delta Omega Alumni Control Board and participates in the North Coast Men's Chorus. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering advisory services through a multi-advisor team focused on personalized portfolio management.

James Thomas is a financial advisor with Independence Capital Co., Inc. in Niles, Ohio, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Independence Capital since 2013 and also works with The Huntington Investment Company. Outside of his advisory role, he serves as a high school volleyball official and works as a licensed insurance agent specializing in fixed life and annuity sales. Independence Capital Co., Inc. is a multi-advisor firm providing portfolio management and financial planning primarily to individual and high-net-worth clients, with a focus on personalized portfolio management through a team of 16 advisors.

Robert Billstein is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and over 42 years of industry experience. He has worked with Independence Capital since 2009 and has held roles at Walnut Street Securities Inc. and First Southeastern Securities Group, Incorporated for over two decades. Billstein also serves as a trustee for certain family accounts on a voluntary basis. Independence Capital Co., Inc. is a multi-advisor firm providing portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $99.9 million in assets across 295 clients. The firm emphasizes personalized portfolio management through a team-based approach.

Michael Romanello is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and 22 years of industry experience. He has worked at Independence Capital Co. since 2019 and has longstanding roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and PRO Financial Network. Romanello is also an author with a book available on Amazon. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team. The firm focuses on personalized portfolio management and serves about 295 clients with approximately $99.9 million in assets under management.

Christopher Nichols is a financial advisor at Independence Capital Co., Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American United Life and OneAmerica Securities. Outside of his advisory role, Nichols owns several insurance-related businesses, including Nicholas and Associates Inc., Innovatus Group Benefits LLC, and Innovatus Financial, LLC. Independence Capital Co., Inc. is a multi-advisor firm serving primarily individual and high-net-worth clients with personalized portfolio management and financial planning. The firm’s team of 16 advisors manages approximately $99.9 million in assets for about 295 clients.

Sohrab Sadegi is a financial advisor at Independence Capital Co., Inc. with 27 years of industry experience. He holds a Series 63 designation and has worked at Independence Capital since 2005 and Bankers Life & Casualty since 1994. Outside of his advisory role, he is involved in a food delivery and online shopping business. Independence Capital Co., Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients through a team of 16 advisors, managing approximately $99.9 million in assets. The firm offers personalized portfolio management with a multi-advisor approach.

David Cush is a financial advisor at Independence Capital Co., Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Independence Capital since 2021, following roles at the ON Equity Sales Company and Wisconsin Financial Group. Outside of his advisory work, Cush produces woodworking educational videos. Independence Capital Co., Inc. is a multi-advisor firm providing portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm offers personalized portfolio management through a team of 16 advisers serving approximately 295 clients with nearly $100 million in assets under management.

David Toetz is an advisor at Independence Capital Co., Inc. with 40 years of industry experience. He holds a Series 63 designation and has worked as an attorney since 2003, including serving as a public defender and sitting on the board of directors for PSE Credit Union. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team, focusing on personalized portfolio management.

Jonathan Cush is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Independence Capital Co., Inc. since 2021 and previously spent 15 years at THE O.N. Equity Sales Company. Cush has been associated with Ohio National Financial Services and the John C Cush Company since 1999. Outside of advising, he is involved in horse breeding as an owner. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team. The firm focuses on personalized portfolio management and serves approximately 295 clients with about $99.9 million in assets under management.

Anthony Spena is a financial advisor with Independence Capital Co., Inc., holding Series 63 and Series 65 licenses and over 50 years of industry experience. His prior roles include positions at Allstate Insurance Company and Key Investment Services, LLC. He is also licensed as an insurance agent, selling fixed life insurance, annuities, disability, health, and long-term care insurance. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team. The firm manages approximately $99.9 million in assets for about 295 clients, offering personalized portfolio management and a range of advisory services.

Dennis Twarogowski is a financial advisor with Independence Capital Co., Inc. in Parma, OH, holding a Series 63 designation and over 43 years of industry experience. He has been with Independence Capital since 2005. Independence Capital Co., Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients through a multi-advisor team, focusing on personalized portfolio management. The firm is noted for its broker-dealer and multi-professional affiliations, which are uncommon among peers of similar size.