Tru Independence Asset Management, LLC

Maria Luoni is a financial advisor at Tru Independence Asset Management, LLC with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior experience includes sixteen years at TIAA and roles at Morgan Stanley and APW Inc. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $337 million in client assets, constructing diversified portfolios using both active and passive strategies, and sponsors the YellowWood Wealth Solutions wrap program.

Maxwell Camp is a financial advisor at tru Independence Asset Management, LLC with 12 years of industry experience. He previously worked at Brinker Capital and Orion Portfolio Solutions before joining his current firm in 2023. Maxwell holds Series 63 and Series 65 licenses. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and other institutional and business clients. The firm manages approximately $336.9 million in client assets and uses both active and passive strategies across multiple asset classes, incorporating digital platforms and third-party managers to create diversified portfolios.

Jason Rericha is a financial advisor at Tru Independence Asset Management, LLC with 16 years of industry experience. He has worked at APW Capital, Inc., Bank of America, and Merrill Lynch. Rericha also serves as managing director of YellowWood Wealth Solutions, an affiliated registered investment advisory firm based in Charlotte, NC. Tru Independence Asset Management offers investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a diversified portfolio approach using active and passive strategies across multiple asset classes and sponsors the YellowWood Wealth Solutions wrap program.

Stacy Sizemore is a financial advisor with Tru Independence Asset Management, LLC in Portland, OR, holding Series 63 and Series 66 designations and 25 years of industry experience. Prior to joining Tru Independence in 2019, she worked at Sound Legacy Wealth Advisors, M Holdings Securities, and D.A. Davidson & Co. Sizemore also serves as Chief Compliance Officer for the Tru Independence platform, overseeing regulatory compliance for affiliated RIAs. Tru Independence Asset Management, LLC offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $337 million in assets using diversified portfolios that combine active and passive strategies across multiple asset classes and employs a range of platforms and third-party managers to customize client solutions.

Leslie Watson is a CFP® with 24 years of experience in the financial services industry. He is currently a financial advisor at Tru Independence Asset Management, LLC and has previously worked at Bank of America and Merrill. Watson is also actively involved in managing YellowWood Financial Advisors, LLC as a managing partner. Tru Independence Asset Management, LLC provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm employs a combination of active and passive strategies across various asset classes and offers both discretionary and non-discretionary portfolio management.

Laura Olney is a CFP® with six years of industry experience currently serving at Tru Independence Asset Management, LLC in Charlotte, NC. Her prior experience includes roles at Charles Schwab and TD Ameritrade. Tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm constructs diversified portfolios using both active and passive strategies and integrates independent managers, third-party sub-advisors, and digital platforms in its approach.

Victoria Waldman is a Certified Financial Planner® with seven years of experience in the financial services industry. She has worked at Tru Independence Asset Management, LLC, YellowWood Wealth, The Vanguard Group, UBS Financial Services, and Duke Energy. Her background also includes academic roles at the University of North Carolina Wilmington and the University of Wollongong. Tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $337 million in assets across more than a thousand accounts and employs a diversified investment approach using active and passive strategies, independent managers, third-party sub-advisors, and digital platforms.

Jennifer Flickinger is a financial advisor at tru Independence Asset Management, LLC with 21 years of industry experience. She has worked at tru Independence since 2020 and previously spent 11 years at Umpqua Bank and 10 years at Umpqua Investments, Inc. Flickinger holds the Series 66 designation. tru Independence Asset Management, LLC provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional clients. The firm manages approximately $336.9 million in assets using a mix of active and passive strategies across various asset classes and employs both digital platforms and third-party sub-advisors to create diversified portfolios.