Independent Wealth Network, Inc.

James Poindexter is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and has worked there since 2017. Prior to that, he held roles at McDermott Investment Services, Brokers International Financial Services, and Broker Dealer Financial Services Corp. Outside of advising, he serves as a volunteer board member for two homeowners associations and provides trust preparation consulting with a licensed attorney. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors strategies to client goals using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Andrew Endelman is a financial advisor at Independent Wealth Network, Inc. with 10 years of industry experience. He has worked at Independent Wealth Network since 2017 and previously at Investment Advisors Corp from 2013 to 2017. Outside of advising, he serves as a board member for the Villas of Ashworth Glen Homeowners Association and owns a golf simulator business, Back Nine Iowa. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals through various investment approaches.

Jeffrey Zupancic is a financial advisor at Independent Wealth Network, Inc. in Phoenix, AZ, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brokers International Financial Services and Broker Dealer Financial Services. Outside of his advisory role, he is the CEO and founder of multiple businesses, including a marketing firm and an insurance firm, and serves as a board member for a local homeowners association. Independent Wealth Network, Inc. provides advisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

Stephen Gilchrist is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Independent Wealth Network in 2022, he worked at GNH Asset Management, Inc. for seven years. Gilchrist operates his own advisory business, Gilchrist Wealth Management, through which he offers securities services. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management, financial planning, and access to third-party managers.

Kristoffer Doura is a financial advisor with Independent Wealth Network, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he is involved in motivational speaking and consulting, has authored a book on sustainable living, serves as an executive producer and actor in the film industry, and teaches business and entrepreneurship at Doral College. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a tailored investment approach using fundamental and technical analysis, long- and short-term trading, options, margin, and third-party model providers, with ongoing client reviews and discretionary trading authority.

Nancy Bullock Swanson is a financial advisor at Independent Wealth Network, Inc. in Phoenix, AZ, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Brokers International Financial Services, LLC and Broker Dealer Financial Services Corp. Outside of her advisory role, she is president of Preferred Wealth Management in Phoenix. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, access to third-party managers and model portfolios, and supports held-away accounts, tailoring strategies to client goals and risk tolerances.

Ross Bonifield is a financial advisor with Independent Wealth Network, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Emerson Equity LLC since 2024 and has been with Independent Wealth Network since 2017. Outside his advisory role, Bonifield is involved in managing several affiliated financial entities related to marketing and selling insurance and securities products. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies using fundamental and technical analysis, various trading approaches, and ongoing client reviews.

Scott Mccord is a financial advisor with Independent Wealth Network, Inc. in Peoria, IL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ausdal Financial Partners Inc. and currently serves as a mental game coaching professional with Elite Performance Coaching. Outside of finance, he is a board member of the nonprofit Impact Peoria and volunteers as a youth baseball coach for Canes Baseball Central Illinois. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals through a combination of fundamental and technical analysis, trading techniques, and ongoing portfolio oversight.

Russell Kramer is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Broker Dealer Financial Services Corp. for 13 years and has been with K&S Financial Services for over two decades. Outside of his advisory role, he serves on the finance committee of the Dallas Center Education Foundation and owns a futures trading business focused on hedging for corn and soybean producers. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, estates, and charitable organizations. The firm employs a variety of investment strategies, including discretionary portfolio management and uses both fundamental and technical analysis tailored to client goals and risk tolerances.

Steven Collier is a financial advisor with Independent Wealth Network, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Independent Wealth Network since 2019 and also serves as a firefighter and EMT with the Fort Worth Fire Department. Independent Wealth Network provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals using a variety of investment approaches.

Kathleen Williams Price is a financial advisor with Independent Wealth Network, Inc. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Her prior roles include positions at McDermott Investment Services, Brokers International Financial Services, and Lowell And Company Inc. Outside of her advisory work, she teaches water aerobics and is involved in Medicare supplement plan sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring strategies to client goals through various investment approaches including fundamental and technical analysis.

Donald Rosalez is a financial advisor with Independent Wealth Network, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Broker Dealer Financial Services Corp. from 2014 to 2017. Rosalez also operates an accounting and tax preparation sole proprietorship, M.A.S. Financial Group. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, tailoring strategies to client goals using a range of investment techniques and ongoing portfolio oversight.

Arthur Dinkin is a CFP® professional with 35 years of industry experience, currently serving at Independent Wealth Network, Inc. since 2017. He previously worked at Brokers International Financial Services, LLC and operates Davinci Financial LLC. Outside of his advisory work, he is involved in local swimming organizations, serving as a high school swimming official and holding leadership roles with Iowa Swimming Inc. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm employs a range of investment strategies tailored to client goals and risk tolerances, including discretionary portfolio management and access to third-party managers.

Connor Rigg is a financial advisor at Independent Wealth Network, Inc. He holds a Series 65 credential and has recently entered the industry with no prior advisory experience. Connor has a background as a senior mechanical engineer specializing in hydraulics at Lockheed Martin. Independent Wealth Network, Inc. provides advisory services to a broad range of clients including individuals, trusts, pension plans, and charitable organizations. The firm employs a variety of investment strategies tailored to client goals and risk tolerances, incorporating fundamental and technical analysis, discretionary portfolio management, and access to third-party managers.

Timothy Stoleson is a financial advisor at Independent Wealth Network, Inc. in Phoenix, AZ, holding a Series 65 designation. He has worked in the financial industry since 2023, including roles at Preferred Wealth Management, LLC and Pro 10:22 1, 2, 3. Prior to his advisory career, he was a student at Westmont College and engaged in various roles related to aquatics centers. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors investment strategies to client goals and risk tolerances using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.