Advisor Portal

Team Page

Team Mission

Independent Solutions Wealth Management acts as an extension of the Advisors’ team, equally committed to serving the clients’ best interests with a focus on providing a variety of simple to highly scalable and customized wealth management solutions.

When an advisor partners with Independent Solutions, they are able to spend more time focusing and understanding the clients goals and objectives. With 200+ years of experience on our investment committee, there are many benefits to both the Advisor and the client when leveraging the research, market analysis, support, and expertise provided by our team.

Investment Committee

Michael Lomas

Owner, President & Managing Partner

Michael Lomas

Mike Lomas has over 25 years of industry experience and is located in Buffalo, NY. He hosts a Podcast, and Radio Show called The Financial Guys, while also leading the retail divisions. 

Dan Neiman

Owner, Chief Investment Officer & Managing Partner

Dan Neiman

Dan has over 25 years of industry experience and is located in San Diego, CA. He leads the Investment Committee and Private Wealth Group Division. 

Glenn Wiggle

Owner, Chief Compliance Officer & Managing Partner

Glenn Wiggle

Glenn Wiggle has over 25 years of industry experience and is located in Jupiter, FL. He hosts a Podcast, and Radio Show called The Financial Guys. Glenn helped to launch the Broker Dealer, RIA, Insurance/Medicare divisions, and many other sister companies. 

Dave Mariacher

Financial Planner, Analyst & Portfolio Manager 

Dave Mariacher

David has over 30 years of industry experience and is located in Buffalo, NY. Dave leads the management of the All Cap Growth SMA and enjoys the outdoors. 

Paul Meeks

Chartered Financial Analyst & CAIA

Paul Meeks

Paul brings over 30 years of experience to the firm and is located in Charleston, SC. Best known for his focus on Tech, Paul manages the Tech Equity, and High Dividend SMA's. Paul is often featured on CNBC, Yahoo! Finance, and other media networks for his expertise. 

John Thur

Chartered Financial Analyst & Portfolio Manager

John Thur

John has over 30 years of industry and investment experience, leads the Growth At a Reasonable Price (GARP) SMA, and is located in Buffalo, NY, and South Florida. John specializes in private placements and customized solutions for high-net-worth investors. 

Michael Zimmer

Chief Operations Officer & Trading Manager

Michael Zimmer

Mike has 15 years of industry experience and is located in Buffalo, NY. After graduating with a Master's degree in Finance, he leads the operations team at the ISWM Headquarters. 

Sales, Service & Marketing Teams

Drew Miller

Head of Advisory Services & Business Development

Drew Miller

As Head of Advisory Services and Business Development, Mr. Miller oversees the advisory offering, focusing on new advisor relationships. Previously, Miller served as Head of Advisory Consulting Group for Atria Wealth Solutions, including its subsidiary broker-dealers, where he led all advisory sales and marketing initiatives for the advisory group consisting of over 24B in AUM and servicing 2500 financial advisors.

Lynn Sirianni

Advisory Services & Operations Manager

Lynn Sirianni

Lynn has over 15 years of industry experience and is located in Buffalo, NY. Lynn is a mother of two beautiful daughters.

Kelsey McCool

National Marketing Director & Advisor Relations

Kelsey McCool

Kelsey McCool brings over ten years of marketing experience to the firm and is located in Jupiter, FL. Kelsey graduated from Florida State University with a BS in Information Communication and Technology. 

Stefanie Meyers

Advisory Services & Operations Assistant

Stefanie Meyers

Stefanie is located in Buffalo, NY. She works in the ISWM Headquarters and works closely with the COO and Advisory Servicing teams. 

Anthony Szefler

Wealth Manager & Financial Planner 

Anthony Szefler

Anthony brings 5 years of experience to the firm and is located in Buffalo, NY. Anthony works in conjunction with Advisors and their Clients to aid the planning process. 

Bella Vito

Trading and Operations Specialist

Bella Vito

Bella is located in Buffalo, NY. She graduated Magna Cum Laude from Canisius College with a Degree in Finance and Economics and works directly with the COO.