Independent Financial Group, LLC (IFG) is a privately held, independent broker-dealer headquartered in San Diego, CA. For over 22 years, IFG has delivered exceptional support and service to financial advisors in a truly independent environment. The firm offers personalized resources—including branding, marketing, education, practice development, and succession planning—designed to help advisors grow their practices and serve clients more effectively.

IFG fosters a family-oriented, call-center-free culture where service is never compromised. The firm is also deeply committed to community impact, with ongoing charitable support for youth and families across Southern California.

Known for its consistent growth, IFG supports more than 600 independent financial professionals in over 400 offices nationwide. In Financial Advisor’s 2025 IBD Review & Ranking, IFG was ranked #15 among all independent broker-dealers and #2 among privately held firms based on gross revenue. In 2024, Financial Planning Magazine ranked IFG #3 for women as a percentage of producing representatives and #7 for financial advisor payout. Additionally, InvestmentNews named IFG a 5-Star Broker-Dealer and placed the firm in the top 10 for both payout and account assets in 2024.

IFG is an eight-time winner of the Inc. 5000 list of Fastest Growing Private Companies in the US. Locally, the San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego.

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Park Avenue Securities is The Guardian Life Insurance Company of America’s broker-dealer and corporate Registered Investment Advisor, offering clients an expanded suite of products and solutions to help them achieve well-being. With more than 2,400 registered financial advisors, the firm’s Assets Under Management surpassed $58 billion as of year-end 2024.

Thrivent is a Fortune 500 diversified financial services organization offering advice, investments, insurance, banking and generosity programs and solutions to millions of clients nationwide. Founded more than 120 years ago, Thrivent helps people use their money as a tool to lead a life of higher purpose. In addition to providing purpose-based financial advice, Thrivent supports and amplifies clients’ generosity efforts. This unique approach to generosity has created a ripple of positive impact in local communities – something unique among Fortune 500 companies. In 2023, Thrivent and its clients raised and donated more than $300M through Thrivent’s generosity programs while volunteering 14M hours in the communities where they live and work.

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

Prudential Advisors supports the professional growth of more than 2,800 financial advisors and fee-based financial planners, throughout the U.S. Through a combination of dedicated local leadership, centralized expertise, and an advanced technology platform, these professionals are equipped to deliver tailored, comprehensive financial advice to meet each client’s unique financial needs, across investments, risk management, and retirement income planning.

About Ashton Thomas Private Wealth

Ashton Thomas is a diversified financial services firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Through its various entities listed below, Ashton Thomas serves foundations, businesses, and affluent individuals and families by providing a range of services which include fee-based financial planning and investment portfolio management, retirement plan consulting, securities brokerage, life and health insurance, and income tax preparation. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry.

Ashton Thomas Private Wealth, LLC, (“ATPW”), founded in 2010, and Ashton Thomas Advisors, LLC (“ATA”), founded in 2024, are SEC-registered investment advisers which provide fee-based financial planning, portfolio management, pension consulting, and fund manager selection services. Ashton Thomas Securities, LLC, (“ATS”) is a dually registered entity. ATS registered with FINRA as a broker-dealer in 1984 and provides securities brokerage services. ATS became an SEC-registered investment adviser in 2008 and provides fee-based financial planning, portfolio management, pension consulting, and fund manager selection services. Ashton Thomas Insurance Agency, LLC, (“ATIA”) provides life and health insurance brokerage services. ATIA also provides income tax services through its DBA, Ashton Thomas Tax Advisory. Representatives of the entities listed may only conduct business for which they are licensed, if required, and with residents of the states and jurisdictions in which they are properly registered and/or licensed. https://ashtonthomaspw.com/

About U.S. Capital Wealth, LLC

Headquartered in Houston, Texas, with a strategic Texas presence across Austin, Dallas, and Georgetown, as well as offices in New York City, Massachusetts, and Florida, U.S. Capital Wealth LLC (“USCW”) is a premier independent, full-platform Registered Investment Advisor dedicated to delivering institutional-quality financial solutions with the personalized service of a boutique firm.

Founded in 2010, USCW was created to empower clients with access to a comprehensive wealth management experience. As a full-platform RIA, USCW offers the best of both worlds — integrating brokerage and advisory capabilities to deliver flexible solutions tailored to each client’s needs. Clients benefit from the capabilities of a large financial institution, while maintaining the personalized, high-touch approach of a boutique advisory firm.

USCW’s team of seasoned financial professionals brings decades of institutional experience to help clients navigate complexity with clarity and confidence.

USCW serves distinguished clientele, including high-net-worth and ultra-high-net-worth families, business owners, specialized industry professionals, institutions, and municipalities. Comprehensive offerings span investment management, risk mitigation, lending solutions, and fully integrated family office services — all tailored to each client’s unique goals. To learn more, please visit: https://uscwealth.com.

Mercer Advisors is a leading national RIA supporting more than 33,000 clients with a “family office for your family” model. We’ve built an RIA platform that represents what clients and advisors truly need. It’s an environment where advisors can thrive, clients receive exceptional service, and firms can unlock growth potential. We integrate the personalized touch of a boutique firm with the expansive resources of a national enterprise designed around supporting you.

Apriem Advisors is an advisory firm dedicated to multigenerational wealth management, offering a range of services including retirement planning, investment strategies, estate and financial planning, and charitable services. We prioritize exceptional client service by maintaining a low staff-to-client ratio, ensuring that every client is treated with the care and attention of family.

Calamos Investments is a diversified global investment firm offering innovative investment strategies, including alternatives, multi-asset, convertible, fixed income, private credit, equity, and sustainable equity. With more than $37.1 billion in AUM, including more than $16.1 billion in liquid alternatives as of March 31, 2024, the firm offers strategies through ETFs, separately managed portfolios, mutual funds, closed-end funds, interval funds, and UCITS funds. Clients include financial advisors, wealth management platforms, pension funds & endowments, foundations, and individuals, globally. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area. For more information, visit us on LinkedIn, on Twitter (@Calamos), on Instagram (@calamos_investments), or at www.calamos.com 

Chicory Wealth is a fee-only registered investment advisor dedicated to helping socially-conscious investors and nonprofits integrate their money with meaning. We offer “Financial Life Planning” services to clients with progressive values, as well as Socially Conscious Investment Management and Shareholder Engagement services – including proxy voting – through Chicory’s proprietary ESG screening process and values-aligned portfolio.

Destiny Family Office helps wealth creators, wealth inheritors, and their families find solutions to challenges that come from managing significant resources and provides high-impact “single-family-office” services in an integrated, multi-family office setting. They are advocates for investors who, despite significant resources, have not previously had privileged access to sophisticated institutional-caliber alternative, direct or co-investment platforms with broad manager access, underpinned by strong research capabilities. The firm has achieved a deepening national prominence for its niche focus on planning for and managing collectibles as an alternative asset class, helping top-tier collectors and their advisors integrate their valuable collections into all aspects of their wealth management, tax, and estate planning strategies. In 2024, Destiny Wealth Partners was named the InvestmentNews RIA Team of the Year (10 Advisors or More) and Founder and CEO Thomas Ruggie, ChFC®, CFP® was named to the InvestmentNews Hot List of top financial professionals.

Founded in 2006, LourdMurray offers tailored services to clients, including business owners, executives, families, athletes, and entertainers. As a fiduciary, we prioritize client interests, avoiding conflicts while delivering impactful advice, planning, and reporting with an ensemble team-based approach.

At the intersection of wealth and health, SEIA Team West offers a uniquely integrated approach to wealth management. We specialize in guiding clients through the financial complexities of aging by combining traditional investment strategies with a deep understanding of senior housing, caregiving, and long-term healthcare needs. Our proprietary Lifecare Affordability Plan® is a healthcare-informed framework designed to support thoughtful decision-making around retirement, long-term care, and legacy planning. By aligning wealth strategies with health-related and real-world caregiving considerations, we empower clients, and their families, to plan confidently and compassionately for the road ahead.

Manhattan Motorcars Inc. is an award-winning New and Pre-Owned Authorized Retailer for Porsche, Rolls-Royce, Bentley, Lamborghini, Koenigsegg, Bugatti, Rimac, Karma, & Lotus located in New York City, since 1995. Our certified Brand Ambassadors are dedicated to the highest level of sales, service, and customer experience.