Independent Advisor Group, LLC

06/02/2026

This past weekend, on a picture-perfect spring day in Media, Jake from our Horsham office married his beautiful bride, Rachel, surrounded by the warmth of family and friends.

Members of the IAG family were honored to share in the celebration and to witness the beginning of this exciting new chapter in their lives.

Please join us in congratulating the new Mr. & Mrs. Poulos. Wishing them a lifetime filled with love, laughter, and countless cherished memories together.

05/28/2026

Take Five, IAG: Entry-Level Humans

Consider this your official break—and your official team meeting.

Do you recognize these team members? You might know them better by their current roles… but we found their original headshots.

Looking at baby photos has been shown to reduce stress by triggering the brain’s natural reward response. So yes, this is technically productivity.

You’re welcome.

05/28/2026

Happy Birthday, Jake!
After a couple of years of nonstop studying, passing licenses, and earning your CFP, we hope you’re finally enjoying a little “study-free” life. Well deserved.
With a wedding on the horizon, it’s shaping up to be a big year ahead. Wishing you a great birthday and an even better year to come.

05/27/2026

The Best of Putnam County recognition is underway—and we’re proud to see that Rafaniello Financial Group has been named a finalist in the Investment Firm category.

Finalist status comes down to one thing: community trust. The kind that’s earned over time, not announced overnight.

During nominations, Rafaniello Financial Group stood out among local firms—supported by the clients and families they continue to serve every day, a true testament to their care and service.

As the voting phase for Best of Putnam County comes to a close, we’re wishing the Rafaniello Financial Group team the very best.

https://f.mtr.cool/devrrcynst

05/26/2026

What He Built for Work, and for Peace
Advisor Spotlight: Richard DiSammartino

When things get busy, Rich heads to the workshop.
It’s how he steps away from stress, slows down, and finds his rhythm again.
For him, it’s a quiet pause that brings everything back into focus.

Read the article here - https://f.mtr.cool/vridrpijuq

IAG Advisor Spotlight: Rich DiSammartino After forty-five years in financial services, Rich DiSammartino has learned patience. But staying grounded requires something more.

05/25/2026

This Memorial Day, we remember and honor those who gave their lives in service to our country.
Their sacrifice is the reason we have the freedoms we enjoy today.
At Independent Advisor Group, we pause to reflect with gratitude.
Wishing you a safe and meaningful Memorial Day.

05/22/2026

Congratulations to our own Anthony S. Pastor - Wealth Manager (pictured left) from IAG’s Horsham office for winning the PGA Championship Play Like the Pros contest and turning a stroke of luck into a once-in-a-lifetime experience at Aronimink Golf Club.

As part of the Grand Prize experience, Anthony attended the PGA Championship from a suite on Saturday and Sunday before returning the day after the final round to play the course under true championship setup conditions alongside Philadelphia Eagles kicker Jake Elliott and punter Braden Mann— the kind of opportunity most golfers only dream about.

A memorable weekend, a legendary course, and an experience Anthony won’t soon forget!

05/21/2026

Take Five, IAG: Volume Up
Featuring the musical stylings of Mike Brady.

Consider this your official music break.
Step away from the computer. Turn the volume up.

A recent study found music is the top stress reliever for 35% of U.S. adults.
Looks like Mike was ahead of the trend.

https://f.mtr.cool/xedoticpvv

05/17/2026

When requirements change, we move quickly.

After a recent update from the Pennsylvania Insurance Department added a new 3-hour Ethics CE requirement, we worked fast to coordinate an in-person course for advisors facing upcoming deadlines.

Thank you to Rob Zellinger and Corebridge Financial for helping make it happen on short notice.

Support looks different every day — sometimes it’s simply helping make the next step a little less stressful.

05/15/2026

Happy Birthday, Anthony -from all of us at IAG.
Hope it’s a great one!