Bryan Wertzer, Managing Partner, Sutley Wertzer, Inc., Appointed to Independent Financial Group’s President’s Advisory Council

Sacramento, CA, Jan. 12, 2026 – Independent Financial Group, LLC (IFG) – a privately held independent wealth management provider supporting more than 600 financial professionals across more than 400 locations nationwide – congratulates Bryan Wertzer, Sutley Wertzer, Inc., on his appointment to IFG President’s Advisory Council (PAC). 

“I am honored to be included in Independent Financial Group’s first President’s Advisory Council and to be chosen by my peers as the PAC Chairman,” said Wertzer. “IFG is an important partner to my practice, providing back-office support, value-added tools and other critical resources that allow us to spend more time taking care of our clients. It’s an honor to represent not only my own unique perspective, but that of my advisor peers, as we work together to ensure we have access to the technology, investment solutions and operational excellence to serve the complex needs of our clients and help them build multi-generational wealth.” 

The mission of the PAC is to strengthen the partnership between affiliated advisors and IFG leadership to advance and accelerate key priorities by providing real-time, direct advisor insights to refine initiatives and speed up their implementation. The PAC will serve as a trusted sounding board for IFG leadership, offering an advisor’s perspective on strategic initiatives and ensuring firm strategies closely align with what advisors need to continually improve service and offerings to clients.

“As we launch our inaugural IFG President’s Advisory Council, we are thrilled that Bryan accepted our invitation to join this prestigious group of financial advisors,” said Kevin Keefe, President & COO of IFG. “Through open dialogue, collaboration, and advocacy, the Council will help ensure IFG’s initiatives reflect what our affiliated advisors are telling us they need to serve their clients with distinction in an evolving wealth management industry.” 

Scott Heising, the founder & CEO of IFG, added, “I congratulate Bryan on his inclusion in this select group of highly respected professionals and thank him for committing his valuable time to this important initiative that will have a far-reaching and positive impact on his clients and the firm.”

About Sutley Wertzer, Inc.

Sutley Wertzer, Inc. is an independent wealth management firm serving professionals who aspire to a work-optional lifestyle. Through its proprietary planning process, the GlidePath FORMula, the firm partners with clients to create clear, confident financial strategies aligned with their personal goals and long-term vision.

As fiduciaries, Sutley Wertzer’s advisors are committed to acting in their clients’ best interests at all times. Founded on the principles of trust, transparency, and relationship-based advice, the firm delivers thoughtful guidance by simplifying complex financial decisions, providing proactive communication, and offering comprehensive planning across all stages of life — from career growth and retirement to legacy and wealth transfer planning.

Sutley Wertzer views financial planning as an ongoing partnership, not a one-time transaction. The firm’s mission is to work alongside each client to design, protect, and sustain the lifestyle they desire while navigating life’s most important financial moments with clarity and confidence.

About Independent Financial Group

Independent Financial Group, LLC (IFG) is a privately held independent wealth management provider based in San Diego, California. Founded in 2003, IFG supports more than 600 independent financial professionals in over 400 offices nationwide with a comprehensive suite of business solutions. IFG has been widely recognized as a leading independent broker-dealer. In 2025, Financial Advisor Magazine listed IFG as the 15th largest national independent broker-dealer and #2 for privately held broker-dealers based on gross revenue. Financial Planning Magazine ranked IFG 1st for women as a percentage of producing representatives in 2025 and 7th for financial advisor payout in 2024. InvestmentNews ranked the firm in the top 10 for 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" and the San Diego Business Journal ranked IFG #7 among the Largest Private Companies in San Diego in 2022 and 2023.

Media Contact

For more information about Bryan Wertzer and Sutley Wertzer visit www.sutleywertzer.com