Frederick Felder III is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at firms including LPL Financial, First Community Bank, TNB Financial Services, and United Community Bank. Felder serves as a board member of The Certified Development Corporation of South Carolina. 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 provides both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and technology platforms, and operates through a network of independent advisory representatives often dually registered with LPL Financial.

Kimberly Moore is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has been affiliated with LPL Financial, LLC and Independent Advisor Alliance since 2016. Outside of advising, she is also a notary. Independent Advisor Alliance serves a broad 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 with various analytical strategies and leverages technology platforms to enhance service delivery.

Dustin Dandurand is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank, as well as a position at Third Baptist Church. He is also involved with GenWealth Financial Advisors, an RIA business and LPL DBA in Bryant, Arkansas. 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 discretionary and non-discretionary portfolio management. The firm leverages various investment strategies and technology platforms while operating a network model of advisory representatives under independent DBAs.

Leana D'aloisio is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with LPL Financial since 2012 and has been with Independent Advisor Alliance since 2019. 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 provides both discretionary and non-discretionary portfolio management, utilizing various strategies and technology platforms to support its services.

Stephanie Vokral is a CFP® professional with 26 years of industry experience. She has been with Independent Advisor Alliance, LLC since 2014 and has also worked with LPL Financial since 2012. Vokral's activities include providing investment advisory services through multiple entities associated with Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model of advisory representatives supported by model portfolios, sub-advisors, and technology platforms.

Erin Eiras is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Independent Advisor Alliance since 2018 and concurrently worked at LPL Financial since 2012. 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 utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Stephen Austin is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Guardian Life from 2014 to 2017. Austin is based in Tallahassee, FL. 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 combines a network of independent advisory representatives with access to brokerage services through LPL Financial and offers technology-enhanced portfolio management and estate-planning solutions.

Andrew Amys is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 66 designations. He has 14 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a co-owner of Sugar on Top Bakery and serves as a youth baseball umpire. 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 network model of independent advisors, offers both discretionary and non-discretionary portfolio management, and integrates technology platforms to support client services.

Knox Gibson is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 9 years of industry experience, having previously worked at Stratos Wealth 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 both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance client service.

Sharon Herman is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, having also worked with LPL Financial and Independent Financial Partners. Herman serves as a board member for a nonprofit organization in Dunedin, Florida. 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 leverages technology platforms alongside discretionary and non-discretionary portfolio management strategies.

David McKenzie is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His background includes roles at Revant Wealth Management Group, Provence Wealth Management Group, and LPL Financial, among others. In addition to his advisory work, he is president of CNB Consulting, an employee benefits consulting practice through which he serves as a licensed attorney. 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 supported by sub-advisors and technology platforms, providing discretionary and non-discretionary portfolio management along with access to third-party estate-planning resources.

Terrence Colen is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been associated with both Independent Advisor Alliance and LPL Financial since 2015. Outside of his advisory work, he is involved with a separate business entity, T Colen BB LLC, which is not investment related. 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 uses a network model of advisory representatives supported by LPL Financial ownership and leverages multiple portfolio management strategies and technology platforms to deliver client services.

Grant Goodwin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. 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 and utilizes various portfolio management strategies and technology platforms to support client services.

Miriam Favor is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and has prior experience at Council Family Office, LPL Financial, Ameritas Life Insurance Company, MassMutual Life Insurance Co, and MML Investors Services. Miriam is also licensed as an attorney. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model combined with discretionary and non-discretionary portfolio management supported by multiple analytical techniques and technology platforms.

Charlene Burkhardt is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience and has been associated with Independent Advisor Alliance and LPL Financial since 2016. She is also president of Moore Financial Services, where she provides tax preparation and management services. 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 utilizes a network of advisory representatives and multiple investment strategies, supported by technology platforms and a governance model involving supervised IARs and third-party managers.

Kevin Steffen is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 credential. He has 24 years of industry experience and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Steffen is based in Vero Beach, Florida. 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 combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for portfolio management and estate planning.

Chad Roller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes roles at LPL Financial, GenWealth Financial Advisors, ProEquities, Inc., and Gordon Financial. He also provides financial planning and investment advisory services through GenWealth Financial Advisors, an independent investment advisor firm. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using both discretionary and non-discretionary portfolio management strategies, leveraging multiple analytical approaches and technology platforms.

Laurie Schaeffer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing 23 years of industry experience. Her prior roles include positions at LPL Financial, Independent Financial Partners, Mass Mutual Investors Services, and MetLife Securities Inc. She is also a commissioned notary in New York. 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 technology-driven portfolio management and planning solutions, including access to third-party managers and estate-planning platforms.

Thomas Bass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Bass operates his advisory business through Independent Advisor Alliance and maintains related business entities for tax and investment purposes. 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 provides discretionary and non-discretionary portfolio management and leverages technology platforms to support estate planning and asset aggregation.

Nicholas Buerger is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and has been involved with Tadco Properties LLC since 2018. Outside of his advisory role, he serves as a youth sports coach. 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 plan consulting, utilizing various investment strategies and technology platforms to support client needs.