Our Team

John J. Forken - How We Got Started

John J Forken
jforken@igcplans.com 585-421-1220 ext. 105

In 1981 John J. Forken turned from teaching high school students about business and economics to applying his knowledge to help adults achieve their financial goals. To his masters degree he added financial planning training through a 2.5 year program sponsored by CIGNA Financial Services Corporation. John and his wife Chris established The Independent Group of Companies SM in 1987.

Today, John is a Registered Representative of FSC Securities Corporation and Licensed Insurance Agent, and owns a Registered Investment Advisory firm.

John spends a great deal of time promoting his profession and his community. He is past president of the Upstate New York Chapter of the International Association for Financial Planning, and was a member of the Webster Team for Economic Development.

Freedom Financial Planning, LLC

Geralyn Murphy Gough, CFP®

Geralyn Murphy Gough
ggough@fscadvisor.com (585) 593-3141

Geralyn Murphy Gough, CFP® has been a financial consultant since 2000, earning the Certified Financial Planner® designation in 2003 and the Accredited Asset Management Specialist (AAMS) in 2001.  A graduate of SUNY at Oswego, she also spent 16 years working as the accountant and billing manager for a municipal public utility.  

She has a long-term approach to helping clients build and seek to maintain wealth.  She works with individuals, small businesses and non-profit organizations to help clients develop suitable investment habits and build portfolios

Active in many organizations and community events in Wellsville, she is a director and past president of the Rotary Club of Wellsville, a board member of the David A. Howe Public Library and also serves on the Educational Foundation of Alfred.

Geralyn is a lifelong resident of Wellsville, where she lives with her husband, Kenneth.  

Carlo Runca

Carlo Runca
crunca@fscadvisor.com 716-631-9333

Niagara University, Niagara Falls NY; BS Business Management

NYS Life, Health, Disability
Series 6, 63

Independent Planning Group, Inc., June, 1999 to present
Runca Financial Services, March, 1997 to present
American General Securities, March 1997 – June 1999
Phoenix Home Life, June, 1984 to March 1997

*Carlos Runca offeres securities through FSC Securities Corporation


Scott E. Zakalik, CPA

Scott E. Zakalik

A former “Big 5” Tax Manager with over 7 years of public accounting experience, Scott specializes in federal and state income tax return preparation and consulting services for individuals, small corporations, partnerships, LLC’s, trusts and estates.

Scott has a Bachelors of Science in Accounting degree from Binghampton University and a Masters of Science in Taxation degree from St. John Fisher College. He is also a Certified Public Accountant (CPA) , which is a must when choosing a qualified tax return preparer.

As an Adjunct Professor of Accounting and Finance a St. John Fisher College, he is helping to shape the careers of many students in Rochester, NY. Scott believes in giving back to the community and is a strong supporter of various causes including the creation of Environment 101, a not-for-profit organization geared towards environmental education.

170 Packett  Fairport, NY 14450
Phone: 585-421-1220   Toll Free: 800-381-2070     Fax: 585-421-1223     Email: info@igcplans.com

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Securities and investment advisory services offered through FSC SECURITIES CORPORATION, a registered broker-dealer. Member FINRA/SIPC and registered investment advisor. The Independent Group of Companies is independent of FSC Securities Corporation.

State Securities Registrations: AL, AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT, VA