Edwin Crisp Jr. is a CFP® professional with 24 years of experience in financial advising. He has worked at Independent Advisor Alliance, LLC since 2019 and previously spent nine years at Clearbrook Advisory Services, LLC. Crisp serves as an elected executive board member of the Montcross Chamber Board of Directors and is a board member of the Investment Committee of the Associated Reformed Presbyterian Church. He also prepares tax returns for clients and family on a limited basis. Independent Advisor Alliance, LLC provides asset management, financial planning, wealth coaching, and retirement plan consulting to a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm uses a network model of advisory representatives and integrates technology platforms alongside traditional planning to deliver investment and estate-planning services.

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has also been involved with the African American Chamber of Commerce in Wisconsin. 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 retirement consulting, utilizing a network model combined with affiliations to LPL Financial and access to third-party managers and technology platforms.

Lisa Taylor is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. She has previously been associated with LPL Financial and Crescent Financial Group since 2011. Taylor serves as a board member of The Library Village Office Condo Regime Association, a nonprofit organization in Lexington, SC. Independent Advisor Alliance works with a diverse range of clients, 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, utilizing various investment strategies and technology platforms to support client wealth management.

Kurt Triebold is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with firms including Waddell & Reed, Inc. and LPL Financial, and has been affiliated with Independent Advisor Alliance since 2017. 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 offers both discretionary and non-discretionary portfolio management and utilizes a network model supported by technology platforms and a range of advisory services.

John Borden is a CFP® with 13 years of industry experience currently associated with Independent Advisor Alliance, LLC. His prior experience includes roles at Council Family Office, LPL Financial, Advisor Resource Council, and several insurance and financial services firms. He also operates Borden Financial LLC, a business entity used for tax and investment purposes. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, employing discretionary and non-discretionary management strategies with access to various analytical and technology platforms.

Charles Hatch Jr. is a financial advisor with Independent Advisor Alliance, LLC and holds the CFP® and Series 66 credentials. He has 18 years of industry experience and has worked at firms including LPL Financial LLC, Independent Financial Partners, Barnes Capital Group, and AMB Wealth, LLC. Hatch also operates Barnes Benefit Consultants LLC, a business focused on employee benefit insurance. 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 offers both discretionary and non-discretionary portfolio management using various strategies and leverages technology platforms to support asset aggregation, rebalancing, and digital estate-planning services.

Robert Russo is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been associated with LPL Financial since 2007. Outside of financial advising, he owns a restaurant called Philly's Phinest (Lee's Hoagie House) and operates a technology business, We Handle Tech, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, implementing portfolio strategies through discretionary and non-discretionary management supported by various analytical techniques and technology platforms.

Jordan Braun is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 credential. He has seven years of industry experience, including roles at LPL Financial, MassMutual Life Insurance, and Campbell Soup Supply Company. Outside of his advisory work, he is the owner of Ohana Photography, LLC. Independent Advisor Alliance serves a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model with discretionary and non-discretionary portfolio management supported by multiple analytical approaches and technology platforms.

Jordan West is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he has worked at LPL Financial LLC and taught at Tallahassee Dance Academy and Florida State University. 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, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management alongside technology platforms for asset aggregation and estate planning.

Juliet Penna is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at LPL Financial, Blackbridge Financial, and Wells Fargo Advisors. Outside of financial advising, she serves as a notary public and a county poll worker in Pickens, South Carolina. 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 of independent advisory representatives using discretionary and non-discretionary strategies supported by various analytical techniques and technology platforms.

Sterling Byre is a financial advisor at Independent Advisor Alliance, LLC with three years of industry experience. He holds the Series 66 designation and has previous work experience with LPL Financial, National Information Solutions Cooperative, Gate City Bank, and the University of Mary. Byre provides administrative support to Independent Advisor Alliance as part of his professional activities. 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 technology platforms and a mix of discretionary and non-discretionary portfolio management strategies.

Emily Boyd is a Series 65-licensed advisor with Independent Advisor Alliance, LLC, based in Atlanta, GA. She has two years of industry experience and previously worked at Warner Media and Turner Broadcasting, Inc. Outside of her advisory role, she serves as Director of The 680 Group, an RIA business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement consulting. The firm employs a network model with hundreds of advisors and integrates various investment strategies and technology platforms in its client services.

Jane Reichard is a CFP® with five years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has previously worked at Merrill, UBS Financial Services, and LPL Financial. Outside of her advisory roles, she has been involved with arts organizations including The Santa Fe Opera and The Glimmerglass Festival. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services from asset management to financial planning and retirement plan consulting. The firm utilizes technology and a network model combining independent advisors and third-party resources to provide both discretionary and non-discretionary portfolio management.

Nicholas Wiedrich is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and has prior experience at LPL Financial and Level Four Advisory 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 plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model with advisory representatives operating under independent DBAs.

Jared Ensing is a financial advisor at Independent Advisor Alliance, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed Inc. Jared provides investment advisory services through Independent Advisor Alliance and maintains affiliate relationships with 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 services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to enhance planning and asset aggregation.

Troy Johnson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked with LPL Financial and GenWealth Financial Advisors. Johnson is involved in multiple investment-related activities, including advisory services through Independent Advisor Alliance. 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 both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support asset aggregation and estate planning.

Vincent Perry is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC, where he has worked since 2017, and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Perry is also the owner and organizer of Mattocks Legacy Event Center LLC, a business unrelated to investment advisory. 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 a network model with advisory representatives offering discretionary and non-discretionary portfolio management, utilizing various investment strategies and technology platforms.

Clarence Slaughter III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been affiliated with Independent Advisor Alliance, LPL Financial, and Kersey Valley Entertainment since 2016. In addition to his advisory work, he is involved with NC Physicians Retirement Strategy. 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 combination of discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, operating under a network model with strong connections to LPL Financial.

Stephanie Hammell is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Provence Wealth Management Group and LPL Financial. Hammell also founded Opus Consulting LLC, a business entity unrelated to investment advisory. Independent Advisor Alliance serves a broad range of clients, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support comprehensive planning and asset aggregation.

Robert Eberst Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 30 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also has a concurrent affiliation with LPL Financial since 2009. Outside of his advisory work, he serves on the board of the Jimmy Johnson National Billfish Championship, a nonprofit organization. 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 both discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance planning and asset aggregation.