About IFP
Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers financial professionals through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences.
IFP fully supports financial professional independence, allowing Connors Wealth Management to take advantage of the many services they offer while putting your interests above all else. We’re also able to leverage their network of financial professionals and subject matter experts from across the nation to address even the most complex needs of our clients.
About our Partnerships:
Connors Wealth Management has formed alliances with some of the leading organizations in the industry to ensure our clients receive a robust value proposition and excellent client experience.
These strategic alliances enable us to serve our clients by staying on top of cutting edge best practices and leading trends. Our partnership with Independent Financial Partners gives Connors Wealth access to the latest tools, technology, independent investment research, service and training. The resources we receive from our partnerships allow our team to focus on discovering our clients’ priorities, dreams, and passions; analyze and develop financial plans that support every state of their lives and make recommendations that put clients on the path to pursuing their goals.
Aaron Gilman CFA®, CFP® and Pete Nunely CFA®
Aaron Gilman Bio
Aaron's fascination with the intricacies of financial markets and investment strategy shaped his entire career. From his early days in finance to his current role, each position has been a steppingstone in honing his ability to analyze market trends, manage sophisticated investment portfolios, and develop innovative financial tools. Aaron’s academic background includes a Bachelor of Science in Business Administration from the University of Florida, majoring in Finance with a minor in Real Estate. He has earned top-tier credentials as a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP), recognized as benchmarks for professionals in investment analysis, portfolio strategy, and financial planning.
Over the years, Aaron’s journey through the financial sector, including a significant tenure at Independent Financial Partners, has been driven by a commitment to integrating cutting-edge technology with traditional financial planning. His dual expertise in computer programming and financial management allowed him to pioneer Independent Financial Partners’ Asset Management department’s proprietary software solutions, enhancing their operational efficiency and client service.
Today, as the Chief Investment Officer at Independent Financial Partners, Aaron’s role is multifaceted. He not only leads asset allocation strategies and manages the firm’s investment platforms but also serves as a visionary architect behind their quantitative investment models. His leadership extends beyond traditional CIO responsibilities, embracing the role of an educator and advisor, helping financial professionals and clients align their investment actions with their deepest values and financial aspirations.
Through this dual focus on technology-driven solutions and client-centric advisory, Aaron ensures that every investment strategy is not just about returns, but about realigning client goals with their financial paths. This approach has not only empowered advisors but has fundamentally transformed how clients engage with their long-term investment plans.
Aaron and his wife Tiffany, live in a house together in South Tampa, Florida and have been married since December 2023. Together, they have three dogs they adopted from the Humane Society, Wyatt, Winnie, and Walter. Among the three dogs, they weigh close to 300 pounds, so Aaron and Tiffany spend a lot of time outside with the dogs, playing fetch and getting them exercise. In his spare time, Aaron enjoys playing basketball, tennis, and getting regular exercise. Aaron enjoys computer programming and coding during the nights and weekends, when he is not outside.
Pete Nunley Bio
Peter Nunley's lifelong interest in finance and operations management has been a consistent thread throughout his career. Each role he has undertaken, from business analysis to asset management, has deepened his expertise in evaluating investments, understanding market dynamics, and designing strategic financial models. Peter’s academic achievements include a Bachelor's degree in Finance and Operations Management, graduating summa cum laude from the Isenberg School of Management at the University of Massachusetts, Amherst. He further honed his skills and strategic understanding by earning a Master of Business Administration from the University of Florida’s Hough Graduate School of Business.
Peter's professional journey includes significant roles at leading financial institutions like Citigroup and Goldman Sachs, where he focused on business analysis and operations in investment banking. These experiences equipped him with a profound understanding of global financial operations and high-stakes investment strategies.
Since joining Independent Financial Partners in 2013 as the Director of Asset Management, Peter has been pivotal in overseeing the firm's model portfolio offerings. He leads the due diligence process for diverse investment products, offers portfolio construction guidance to advisors, serves on the investment advisory committee, and conducts extensive research on economic trends and investment tactics.
As a Chartered Financial Analyst (CFA) charterholder, Peter is not only recognized for his analytical acumen but is also a valued member of the CFA Society of Tampa Bay. In his current role, he combines his analytical skills with a strategic vision, playing a crucial role in shaping investment strategies that align with both market opportunities and client needs. His work ensures that the financial advice provided is both sophisticated and deeply attuned to the evolving economic landscape.
Pete was born and raised in Massachusetts where he spent the first 24 years of his life. After graduating from UMass Amherst, Pete moved to Florida for a job opportunity and has lived in Tampa ever since. It was in Tampa that Pete met his wife, Meghan. Pete and Meghan had their first son, Jordan, in 2022 and are expecting their second child in July of 2024. In his free time, Pete enjoys traveling, spending time outdoors, cooking elaborate meals with his wife, and being around his friends and family. Pete tries to stay active through working out and doing various activities with his son. Pete is also an avid foodie and loves trying all the restaurants that Tampa has to offer. Pete’s favorite foods include Mexican, Italian, and sushi.