Independent Financial Group, LLC

Futoshi Hoshino is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Independent Financial Group in 2018, he worked at Centaurus Financial INC. and has been the president and owner of B-Global Agency, an athlete representation and management company, since 2016. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

John Cadwell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has served at Independent Financial Group since 2010 and currently acts as the Administrator of the Estate of Paul E. Troutner. Outside of his advisory role, Cadwell provides financial consulting services related to estate management and also serves as a notary public. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and delivers advisory services through a national network of Investment Adviser Representatives using multiple program options and platforms.

Jennifer Morris Montes is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Independent Financial Group and Professional Advisory Services since 2022. Outside of financial advising, she volunteers as an attorney providing legal services at The Law Offices of Hart, Mieras, Morris and assists with implementation and training on phone systems for VIP System Design, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and utilizes various advisory programs and third-party managers.

Kimberly An is a Series 66 licensed financial advisor with Independent Financial Group, LLC, where she has worked since 2015. She has 11 years of industry experience. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and manages approximately $11.3 billion in regulatory assets.

Joseph Dixon is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Independent Financial Group since 2009. Outside of his advisory role, Dixon is involved in real estate sales and property management as a 50% owner of rental property within Executive Office Suites of Trenton. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple advisory platforms and third-party managers.

Jeffrey Nero is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Independent Financial Group in 2022, he worked at Edward Jones from 2018 to 2022 and was involved with Nero Innovations Corporation from 2009 to 2018. Outside of advisory work, he has experience as a landlord. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Randy Goodsell is a financial advisor at Independent Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2011. Goodsell is also a certified public accountant and a 50% owner of Goodsell & Company CPAs, where he provides tax, audit, and consulting services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Linda Mickelsen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 25 years of industry experience. She has been with Independent Financial Group since 2015 and has additional work experience in various roles, including as an employee at Alcantara Vineyards and owner of Lin Mickelsen Therapeutic Massage. Mickelsen is also active in her local community through the Cottonwood Chamber of Commerce. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with assets under management of approximately $11.3 billion.

Michael Boswak Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at IC Advisory Services Inc, The Investment Center Inc, Signator Investors, Inc., and Intersecurities, Inc. Outside of advisory work, he owns Frontier Financial Group, which provides life and term fixed insurance sales as well as tax preparation services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and distributes advisory services through a national network of several hundred Investment Adviser Representatives.

Matthew Moylan is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked in the education sector with the Pewaukee and Eau Claire School Districts, as well as in parks and recreation management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory programs and third-party managers.

Karl Cole is a financial advisor with Independent Financial Group, LLC, holding CFP® and Series 63 credentials and bringing 37 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2017. Cole is also the owner and registered representative of a DBA marketing under the name Cole Financial. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party asset managers.

Brandi Ruffalo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Independent Financial Group since 2009 and is the owner of The Business Development Company, which provides administrative and bookkeeping services. Ruffalo is also involved in business valuation and forensic consulting through Valuation & Forensic Partners, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Kurt Rohrs is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2011. He is the 100% owner and Investment Advisor Representative of Southwestern Retirement Planning Advisors, Inc., a firm providing financial planning, securities, advisory, and trust services since 2003. Rohrs also serves as a governing board member for the Chandler Unified School District. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Michael Hyat is a CFP® with 37 years of experience in the financial services industry. He has worked at Independent Financial Group, LLC and Independent Financial Group, Inc. since 2004, and previously operated Hyat Financial Services for over 30 years. He serves as a board member of his local homeowners association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a range of advisory programs through its AccessPoint platform and third-party asset managers.

Daniel Robertson is a financial advisor at Independent Financial Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate Insurance Company for two decades. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a variety of brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in assets through a national network of Investment Adviser Representatives.