Independent Solutions Wealth Management, LLC

Michael Zimmer is a financial advisor with Independent Solutions Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at PEAK Brokerage Services, LLC and Blackridge Asset Management, LLC. Outside of his advisory work, he is involved with a radio show marketing entity called The Financial Guys. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers.

Micah Moore is a financial advisor with Independent Solutions Wealth Management, LLC in Naples, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Mass Mutual Life Insurance Company. Moore is active in the community as a club auditor and vice president of the board for local Rotary organizations. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management. The firm’s investment process includes strategic asset allocation, model portfolio selection, and regular portfolio reviews, utilizing fundamental and technical analysis along with tactical strategies.

Jack Haxton is a financial advisor at Independent Solutions Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Independent Solutions, he worked at Peak Brokerage Services, LLC and has experience in both financial services and other industries. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers, with an investment approach that includes strategic asset allocation, fundamental and technical analysis, and tactical strategies.

Ronald Waskow is a financial advisor at Independent Solutions Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Blackridge Asset Management and Cetera Investment Advisers. Outside of advisory roles, he is active as a registered representative for The Financial Guys and Retirement Service Providers, and serves as a committeeman for the Town of Elma Republican Committee. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum, using mutual funds, ETFs, and third-party managers, with regular portfolio reviews and tactical strategies including leveraged and inverse ETFs.

Rohn Pierce is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Blackridge Asset Management, PEAK Brokerage Services, and The Prudential Insurance Company of America. Outside of finance, he provides baseball pitching lessons as a coach for All-In-Sports. Independent Solutions Wealth Management offers investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and utilizes a combination of fundamental and technical analysis, model portfolios, and tactical strategies to manage client assets.

Michael Hoeflich is a financial advisor at Independent Solutions Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with Hoeflich Retirement Optimization Planning since 2021 and with Peak Brokerage Services, LLC and Independent Solutions Wealth Management since 2015. Outside of his advisory roles, he is involved as a Social Security Claiming Strategist and is a book author through his membership in Beyond Break Even. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum, utilizing mutual funds, ETFs, third-party managers, and tactical strategies with regular portfolio reviews and due diligence.

David Moore is a CFP® with 41 years of industry experience, currently affiliated with Independent Solutions Wealth Management, LLC and Peak Brokerage Services, LLC. His career includes roles at Cambridge Investment Research Advisors, Inc., American Portfolios Financial Services, Inc., and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved with The Financial Guys, a radio show and DBA focused on wealth management. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation process across a five-tier risk spectrum and offers discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers, complemented by regular due diligence and portfolio reviews.

Brian Webb is an investment advisor at Independent Solutions Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Peak Brokerage Services, LLC and MHA Zentgraf. Outside of his advisory role, he owns Webb Marketing Agency and is involved with Amway/LTD. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using a strategic asset allocation approach combined with fundamental and technical analysis, along with regular portfolio reviews and tactical strategies.

Michael Lomas is a financial advisor with Independent Solutions Wealth Management, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Peak Brokerage Services LLC, Blackridge Asset Management LLC, and Neiman Funds Management, where he serves as a director and active owner of the Neiman Large Cap Value Fund. Outside of advisory work, he is involved in media and insurance through Financial Guys, LLC, and owns a drag race car team, Lomas Motorsports. Independent Solutions Wealth Management provides advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across mutual funds, ETFs, and individual securities. The firm emphasizes strategic asset allocation, manager due diligence, and a mix of fundamental and technical analysis, incorporating tactical strategies and proprietary mutual fund offerings.

Mark Vuskov is a financial advisor at Independent Solutions Wealth Management, LLC with Series 63 and Series 66 licenses and over 13 years of industry experience. He worked at NEXT Financial Group, Inc. for 12 years and at Visionary Asset Management for six years prior to joining his current firm. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets. The firm provides financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts, emphasizing strategic asset allocation and in-house manager due diligence.

Pina Formicola is a financial advisor with Independent Solutions Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc., Sage, Rutty & Co, Inc., and Osaic Wealth, Inc. She is also an insurance agent and operates a financial planning business under the name The Financial Guys. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm’s approach includes discretionary and non-discretionary portfolio management using mutual funds, ETFs, individual securities, and third-party managers, with an investment process that emphasizes strategic asset allocation across a five-tier risk spectrum and combines fundamental and technical analysis.

Michael Bien is a financial advisor at Independent Solutions Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Blackridge Asset Management, Peak Brokerage Services, Financial Investment Team, and NEXT Financial Group. In addition to advisory work, he is also an insurance agent specializing in fixed insurance sales. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset allocation approach across a five-tier risk spectrum and utilizes both fundamental and technical analysis in portfolio management.

Jason Browne is a financial advisor with Independent Solutions Wealth Management, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Alexis Investment Partners, Sowell Management Services, and FundX Investment Group. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering discretionary and non-discretionary portfolio management across mutual funds, ETFs, and individual securities. The firm’s investment process emphasizes strategic asset allocation, model portfolio selection, and ongoing manager due diligence, utilizing both fundamental and technical analysis.

Michael Sperrazza is a financial advisor at Independent Solutions Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Blackridge Asset Management, Peak Brokerage Services, and Queen City Financial Group. Outside of advising, he is a managing partner of The Financial Guys Home & Auto LLC and hosts a radio show with Financial Guys Media Network. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm emphasizes strategic asset allocation across a five-tier risk spectrum and employs both fundamental and technical analysis in portfolio management.

Andrew Miller is a CFP® with 24 years of industry experience, currently affiliated with Independent Solutions Wealth Management, LLC. His prior experience includes roles at Peak Brokerage Services, LLC and NEXT Financial Group. He is involved in advisory consulting and business development through Independent Solutions Wealth Management. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management utilizing mutual funds, ETFs, and individual securities, with an investment process that includes strategic asset allocation, model portfolio selection, and both fundamental and technical analysis.