Timothy Scanlan is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including previous roles at LPL Financial and Wells Fargo Advisors. 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 through a network model that integrates discretionary and non-discretionary portfolio management alongside technology-enabled planning tools.

Janet Walker is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. She previously worked for GenWealth Financial Advisors, LLC for 15 years and has been associated with LPL Financial for over two decades. In addition to her advisory role, she owns an advertising agency called Momentum Media. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a large network of advisory representatives with access to technology platforms and third-party services to provide tailored portfolio management and estate-planning solutions.

Kenneth Putnam is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Cornerstone Financial Advisors and is also associated with LPL Financial, LLC. 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 services. The firm provides both discretionary and non-discretionary portfolio management through a network model supported by technology platforms and access to third-party managers.

Leigh Nickel is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® and Series 63 designations and possessing 41 years of industry experience. He has worked with LPL Financial, Independent Financial Partners, and Independent Advisor Alliance throughout his career. Outside of advisory services, he is an agent for non-variable life, disability, and long-term care insurance through his corporation and associated entities. 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 consulting using a combination of discretionary and non-discretionary management, model portfolios, sub-advisors, and analytical approaches, supported by various technology platforms.

Wesley Burrell is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding a Series 66 credential and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining his current firms in 2020. Burrell has involvement in cattle holdings, reflecting interests outside of the investment industry. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, leveraging technology and a network model that integrates brokerage services through LPL Financial and access to specialized estate-planning resources.

Ernest Ross III is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Fifth Third Securities, Bank of America, and Merrill Lynch. His experience spans various roles within financial services in the Charlotte, NC area. 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 services. The firm offers both discretionary and non-discretionary portfolio management, utilizes multiple investment strategies, and integrates technology platforms to support client asset aggregation and estate planning.

Tanner Leister is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Northwestern Mutual. Outside of his advisory work, he is also involved as a musician. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and wealth coaching. The firm employs discretionary and non-discretionary portfolio management strategies, utilizing model portfolios, sub-advisors, and various analytical techniques.

John Osterberg is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with LPL Financial LLC and Independent Advisor Alliance since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary management strategies, employs a range of analytical techniques, and leverages technology platforms for comprehensive wealth and estate planning services.

William Brantley is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 credentials. He has 30 years of industry experience, including over a decade with his current firms. 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 employs a network model with numerous advisory representatives and integrates technology-driven solutions alongside discretionary and non-discretionary portfolio management.

Sarah Kozlowski is a financial advisor at Independent Advisor Alliance, LLC with 12 years of industry experience. She holds a Series 66 credential and has been associated with Independent Advisor Alliance and LPL Financial since 2017. She also operates under the DBA Straight Arrow Financial Group and recently joined Bryant & Bolick Financial Services in 2025. 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 both discretionary and non-discretionary portfolio management strategies, using model portfolios and various analytical methods, supported by technology platforms to enhance client services.

Matthew Mikolajewski is a financial advisor with Independent Advisor Alliance, LLC who holds the CFP® designation and has 26 years of industry experience. He has worked previously with LPL Financial and Independent Financial Partners. Mikolajewski is also licensed as a non-variable insurance agent with multiple firms. 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 services. The firm employs a network model with both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical approaches supported by technology platforms.

Greg Rogers is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been the president and owner of Greg Rogers PC, a CPA firm in Oregon City, OR, since 2006. 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 employs a network model of advisory representatives who provide discretionary and non-discretionary portfolio management through various strategies and technology platforms.

Michael York is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been with Independent Advisor Alliance since 2015, concurrently serving with LPL Financial since 2012. 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 services. The firm provides both discretionary and non-discretionary portfolio management and utilizes a network model that integrates technology platforms and access to third-party managers.

William Brady Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked at Wells Fargo Advisors Financial Network LLC. In addition to his advisory role, he serves as treasurer for a local organization and offers limited tax preparation services. 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 a mix of discretionary and non-discretionary management strategies, leveraging technology platforms and a network model of advisory representatives, many of whom also have brokerage relationships through LPL Financial.

Michael Henderson is a Certified Financial Planner® (CFP®) with 27 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and Collaborative Wealth. He is also working on writing a book. Independent Advisor Alliance serves a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, leveraging technology and a network model that incorporates discretionary and non-discretionary portfolio management alongside third-party managers and estate-planning resources.

Thomas Laws is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at LPL Financial and has experience with community organizations such as the Lewisville-Clemmons Chamber of Commerce and First Presbyterian Church Nashville. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and wealth coaching, combining discretionary and non-discretionary portfolio management with technology-driven tools and a network model supported by partnerships with LPL Financial and third-party managers.

Carl Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 41 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously held roles at Independant Financial Partners and LPL Financial. Thompson manages his advisory services through Independent Advisor Alliance, an independent firm separate from 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 employs a network model with independent advisory representatives and integrates multiple portfolio management strategies supported by technology platforms.

Laura Brown is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes tenures at LPL Financial, Mass Mutual Investors Services, and Centaurus Financial. Brown also manages an investment-related business within LPL Financial, dedicating significant time to it. 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 utilizes a network model combining discretionary and non-discretionary portfolio management with technology platforms and access to third-party managers and estate-planning resources.

Anna Olive is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, GenWealth Financial Advisors, and Ameriprise Financial Services. Outside of her advisory roles, she has been associated with a business entity named AJ's Hauling for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support asset aggregation, rebalancing, and estate planning.

Kyle Arcand is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at MSI Financial Services and LPL Financial. Outside of his advisory work, he owns and operates a small peach orchard. 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 services. The firm uses a network model combined with technology platforms and offers discretionary and non-discretionary portfolio management through various analytical approaches.