Will Armfield is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Independent Advisor Alliance in 2020, he worked at Edward Jones from 2008 to 2014 and at Commonwealth Financial Network from 2014 to 2020. He serves on the boards of two nonprofit organizations in High Point, NC: Family Service of High Point Foundation and High Point ABC Board. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides a range of services including asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms through a network of 219 advisory representatives.

Gary Rosenstone is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Independent Advisor Alliance since 2018, Independent Financial Partners from 2009 to 2018, and LPL Financial since 2009. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management and uses a network model combined with access to technology platforms and third-party resources.

Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.

Caden Clamp is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model supported by technology platforms and provides access to both discretionary and non-discretionary portfolio management strategies.

Darla Serrano is a CFP® and ChFC® with 13 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and Revant Wealth Management Group and has previously worked at firms including LPL Financial, Guardian Life Insurance, and Park Avenue Securities. Serrano provides investment advisory services through multiple independent firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for asset aggregation and digital estate planning.

Ryan Czamara is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked at Private Advisor Group, LLC, Securities America, Inc., and several other financial firms. Outside of his advisory work, he operates under the Hamilton Wealth Management name when providing investment advice through Private Advisor Group. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

John Gibson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and two years of industry experience. His prior roles include positions at RMP LLP and Forvis, as well as five years at Mississippi State University. He is also the owner of Fivestone Financial, an investment-related business operating as a DBA for his RIA activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a unique governance model involving supervised investment adviser representatives, sub-advisors, and third-party managers.

Timothy Sallee is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Independent Advisor Alliance, LLC and has previously worked with Independent Financial Partners and LPL Financial, among others. He also operates Tim Sallee LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to various portfolio management strategies and technology platforms, and maintains ties with LPL Financial.

Lori Smith is a financial advisor with Independent Advisor Alliance, LLC in Clemmons, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior work includes roles at LPL Financial, Fidelity Investments, MassMutual Life Insurance Company, Merrill, and UBS Financial Services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management and utilizes technology platforms for asset aggregation and estate planning.

Hayley Akre is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Independent Advisor Alliance since 2018 and previously with Level Four Advisory Services and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives, leveraging technology platforms and a range of investment strategies to deliver client services.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party services to enhance client offerings.

Jason Marshall is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has experience spanning several roles in the financial services industry, including eight years at Marshall Insurance and Financial Solutions and two years at New York Life Insurance Company. He is currently based in Little Rock, AR. Independent Advisor Alliance serves a diverse client base, including individuals, businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to technology platforms and third-party services to support portfolio management and estate planning.

William Connor is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Meld Financial, Inc. since 2013 and was associated with Triad Advisors from 2013 to 2022. Outside of his advisory role, Connor is active in his community as communications chair for the Vestavia Hills Rotary, co-chair of the grant committee for the Vestavia Hills City School Foundation, a finance committee member at St. Mark United Methodist Church, and treasurer for Cub Scout Pack 1 in Vestavia Hills. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans by offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes discretionary and non-discretionary portfolio management strategies supported by advanced technology platforms and industry partnerships.

Richard Reber is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Reber is also the author of "How to Talk to Your Partner About Money and Not Kill Each Other." Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates various portfolio management strategies along with technology platforms to support its services.

Collin Dawes is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience at Independent Financial Partners and LPL Financial. His other business activities include operating Dawes Wealth Management as a DBA within his LPL business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm uses both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance asset aggregation and digital estate planning.

Ryan Schrift is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Independent Advisor Alliance since 2016 and LPL Financial since 2012. Outside of his advisory work, he serves as a City Councilman for Belmont, NC, and is a managing partner of The Schrift Boys Farm in South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Chad Tepe is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has been affiliated with LPL Financial since 2014. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network model of advisory representatives who use discretionary and non-discretionary management, various portfolio strategies, and technology platforms.

Luke Little is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at LPL Financial, North Point Financial Planners, and Capital Credit Union. Outside of his advisory work, he serves as an assistant high school football coach at Century High School in Bismarck, ND. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs a range of portfolio management strategies, supported by technology platforms for asset aggregation and estate planning.

Robert Paolini is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at LPL Financial, FSC Securities Corporation, and his own firms, Paolini Advisors, LLC and Paolini & Scout, LLC. He is also involved with PFG Tax Services, focusing on tax preparation and accounting. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms, with ties to LPL Financial and third-party estate-planning resources.

Jeffrey Pisan is a CFP® with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC since 2025. He previously worked at LPL Financial for 14 years and Financial Advocates Investment Management for 13 years. Outside of advisory services, he is involved with Tallus Capital Management, a firm engaged in non-variable insurance products and investment-related activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies supported by technology platforms for asset aggregation and estate planning.