Philip Lee is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked with LPL Financial LLC for the past 10 years. 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 advisory representatives with access to various portfolio management strategies and technology platforms to support its services.

Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.

Richard Schrum is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Independent Advisor Alliance, LLC since 2014 and has also maintained an affiliation with LPL Financial since 2011. 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 utilizes discretionary and non-discretionary portfolio management strategies and leverages technology platforms for asset aggregation and estate planning, operating through a network model with strong connections to LPL Financial.

Peter Metcalf Jr. is a CFP® professional with 16 years of industry experience, currently advising through Independent Advisor Alliance, LLC. He has worked at Morgan Stanley in various capacities from 2014 to 2024 and joined LPL Financial in 2024. He operates multiple investment advisory entities under Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing comprehensive asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with the use of model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms to enhance client service.

Jacqueline Zweig is a CFP® with 17 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Zweig is a partner at Zweig & Associates CPAs LLP, providing tax and planning services, and serves as Treasurer on the Board of Directors for the Financial Planning Association of Orange County. 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 both discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms to support its advisory services.

Justin Ancona is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked at Raymond James Financial Services and LPL Financial. Outside of advisory services, he owns a business called Pickleball Journey. 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 discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support estate planning and asset aggregation.

Paul Brown is a CFP® with 26 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His career includes roles at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Streamline Productions, a business he has operated since 2008. 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 of advisory representatives and employs various portfolio management strategies supported by technology platforms and third-party managers.

William Tripp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory work, he is involved in farming as the owner of Tripple B Farms. 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, wealth coaching, and retirement plan consulting. The firm uses a network model of advisory representatives, many of whom are dually registered with LPL Financial, and incorporates technology platforms to support portfolio management and estate planning.

William Vanlandingham is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at LPL Financial, Advisor Resource Council, Level Four Advisory Services, and Family Council Office. Vanlandingham serves on the board of Grace at the Greenlight, a nonprofit focused on connecting the local homeless population with family members. 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 discretionary and non-discretionary management with various portfolio strategies and advanced technology platforms.

Ian Klinger is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and eight years of industry experience. His career includes roles at LPL Financial, Ameriprise, Guardian Life Insurance Company, Park Avenue Securities, and PwC. Outside of his advisory work, he is involved with tax preparation and accounting services through IPP Tax & Accounting Services, LLC and Liberty Point Accounting & Tax Services. Independent Advisor Alliance serves a diverse client base, including high-net-worth 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 strategies and leveraging technology platforms to support comprehensive wealth management.

Stephen Tompkins is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Tompkins is also involved in business entities for tax and investment purposes outside of his advisory activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm utilizes a network model combining independent advisory representatives with access to third-party managers, sub-advisors, and technology platforms to provide both discretionary and non-discretionary portfolio management.

Montague Boyd III is a CFP® professional with 48 years of industry experience, currently serving at Independent Advisor Alliance, LLC since 2021. His previous roles include positions at Stephens Inc and LPL Financial, LLC. He is also a member of the investment committee for A.G. Rhodes Community Wellness Care in Atlanta, GA. Independent Advisor Alliance works with a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Brandon Lancaster is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners, among other firms. He operates New Market Financial Advisors, a business entity used for investment and tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines independent advisory representatives with access to multiple investment strategies and technology platforms, providing both discretionary and non-discretionary portfolio management.

John Easley III is a financial advisor at Independent Advisor Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Financial Advocates Investment Management and LPL Financial. Easley is also co-owner of Mediscource Planning, a business he has been involved with since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and utilizes various strategies and technology platforms to support portfolio management and estate planning.

John Dean is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked with Creative Financial Designs, INC and CFD Investments, INC before joining Independent Advisor Alliance and LPL Financial in 2019. Outside of his advisory work, he is employed at Eastern Howard School Corporation in a non-investment-related role. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement consulting. The firm uses a network model of advisory representatives, many of whom are dually registered with LPL Financial, and incorporates various investment strategies and technology platforms to support client needs.

Travis Barnes Jr. is a CFP® professional with 35 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His background includes roles at LPL Financial, Barnes Capital Group, and Lucile C. Dodd Trust, among others. He serves as a board member for the Westminster Retirement Community. 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 combination of discretionary and non-discretionary portfolio management strategies supported by various analytical approaches and technology platforms.

Jeb Zoller is a CFP® with 23 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked at LPL Financial since 2012 and was involved with Davinci Financial Designs for a decade. His other business activities include operating as a non-variable insurance agent. 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 portfolio management with various strategies and technology platforms, combining an independent advisory network with brokerage services through LPL Financial.

Christopher Blake is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including a 20-year tenure at Lazard Asset Management Securities LLC. Blake is based in Brentwood, TN. 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 discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model of independent advisors affiliated with LPL Financial.

Ty Hensley is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Independent Advisor Alliance since 2015. Outside of his advisory roles, Hensley is involved in retirement planning and tax preparation 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 plan consulting. The firm employs a network model of advisory representatives and provides both discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms.

Shane Russell is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Advisors from 2011 to 2018 and LPL Financial, LLC since 2018. Russell operates under the DBA CrossRoads Financial Group LLC within Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, pooled vehicles, 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, utilizing a variety of strategies and technology platforms to support client services.