O'Donnell Financial Services, LLC

Troy Copeland is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Independent Financial Group, LLC since 2016 and has been with O'Donnell Financial Services since 2015. Outside of his advisory role, he is also a licensed insurance agent offering various insurance products and provides trust facilitator services. O'Donnell Financial Services advises individuals, trusts, and employer-sponsored retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies through discretionary and non-discretionary mandates and frequently uses third-party sub-advisors within its wrap-fee program.

Kyle Ladd is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade, Inc. Outside of finance, Kyle performs family-friendly live music locally under the name Scottorious. O'Donnell Financial Services advises individuals, trusts, and employer-sponsored retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a range of investment strategies and frequently utilizes third-party sub-advisors within its wrap-fee program.

Gregory O'Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Independent Financial Group, Securities America Advisors, and has led O'Donnell Financial Group since 1996. O'Donnell hosts The Greg O'Donnell Financial Hour, a public speaking program discussing financial topics. O'Donnell Financial Services advises individuals, trusts, and retirement plans, offering wrap asset management, financial planning, and fiduciary consulting services. The firm uses discretionary and non-discretionary investment mandates, often employing third-party sub-advisors, and provides a range of strategies from long-term buy-and-hold to short-term trading.

Beth Verdekal is an advisor at O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 65 and Series 66 licenses. She has no prior industry experience in financial advising. Her work background includes roles at the Environmental Defense Fund and Corporate Visions, as well as entrepreneurial activities with Own It Economics. O'Donnell Financial Services advises individuals, trusts, and employer-sponsored retirement plans, offering wrap asset management, financial planning, and retirement plan consulting services. The firm employs a range of investment strategies and frequently uses third-party sub-advisors within its wrap program.

Spencer O Donnell is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has been associated with Independent Financial Group since 2019. O Donnell is also involved with O'Donnell Financial Services LLC in an administrative capacity. 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 services including brokerage, portfolio management, and financial planning, utilizing multiple advisory programs and third-party asset managers delivered through a national network of Investment Adviser Representatives.

Michael Nakano is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 41 years of industry experience. His prior work includes roles at National Planning Corporation and United Planners' Financial Services of America. He is also involved in insurance sales outside of Independent Financial Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.