Bruce Putnam is a financial advisor at Independent Advisor Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2011 and Cornerstone Financial Advisors from 2011 to 2018. Beyond his advisory role, he has been involved in mortgage and real estate services and acts as an agent for fixed insurance products. 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 advisory representatives utilizing discretionary and non-discretionary portfolio management strategies, supported by technology platforms and a governance model that integrates supervised advisors, sub-advisors, and third-party managers.

Taylor Bryant is a Series 66-licensed advisor with 15 years of industry experience. He is currently with Independent Advisor Alliance, LLC and also provides administrative support to Charlotte Wealth Management, LLC, an independent investment advisor firm separate from LPL Financial. Prior to his current roles, he worked at LPL Financial for 10 years. 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 with a combination of discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms to support client needs.

William Schmidt is a CFP® with 33 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has held roles at LPL Financial, Independent Financial Partners, and Schmidt Financial Resources. Schmidt Financial Resources, Inc. has been a longtime business activity of his, operating since 1992. 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 through a network model that combines independent advisory representatives with access to third-party managers and technology platforms.

Wayne Wycoff is a financial advisor with Independent Advisor Alliance, LLC, holding 11 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd for nine years. Wycoff also has ownership interests in several entities, including Modern Gentleman, LLC, although these are not active business ventures. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with numerous advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Brian Atwood is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, including prior roles at LPL Financial LLC and Independent Financial Partners. Outside of advising, he has business interests involving residential property investing through co-ownership in real estate ventures. 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 a network model of advisory representatives who utilize discretionary and non-discretionary portfolio management with the support of various analytical techniques and technology platforms.

E Hancock Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he was affiliated with LPL Financial, LLC beginning in 2008. He operates in Columbia, SC. Independent Advisor Alliance works with 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 discretionary and non-discretionary portfolio management strategies and leverages various technology platforms to support client services.

William Mckeithan is a financial advisor with Independent Advisor Alliance, LLC and has 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Advisor Alliance and 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, wealth coaching, and retirement plan consulting, employing both discretionary and non-discretionary portfolio management with a variety of strategies and technology platforms.

Christopher Prevette is a CFA® charterholder with five years of industry experience. He is currently an advisor at Independent Advisor Alliance, LLC, having previously worked at Principal Financial Group and Wells Fargo Bank. Outside of his advisory role, he serves on the board of the Charlotte Carolinas Rugby Club, a nonprofit focused on youth and community outreach, where he holds the position of treasurer. 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 combines a network model of independent advisory representatives with access to brokerage services and third-party platforms for estate planning and portfolio management.

Anna Reeves is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at LPL Financial and Equitable Advisors. She has also engaged in various community and organizational roles, such as work with Grace Church and Camp Westminster. 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 utilizes a network model of advisory representatives and leverages technology platforms to provide both discretionary and non-discretionary portfolio management and planning services.

Jacqueline Budd is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has two years of industry experience, including previous work with LPL Financial. Prior to entering the financial services field, her background includes roles in education and food service. 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 a network model of independent advisory representatives and leverages technology platforms alongside a range of portfolio management techniques.

Nicholas Miles is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has previously worked at Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. His professional activities include providing investment advisory services through 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 with discretionary and non-discretionary portfolio management supported by various analytical strategies and technology platforms.

Jason Langdale is a CFP® professional with 19 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC since 2017 and also associated with LPL Financial, LLC since 2011. His work includes providing investment advisory services through 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, and retirement plan consulting using a network model supported by technology platforms and access to third-party managers.

Avinash Pai is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at Revant Wealth, Provence Wealth Management Group, and LPL Financial. Pai also serves as an adjunct professor, occasionally teaching in the personal financial planning program at UC Irvine’s Graduate School of Management. 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, employing a network model of advisory representatives and utilizing various investment strategies and technology platforms to deliver client services.

Bradley Howard is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes positions at LPL Financial LLC, Center for Wealth Management, J.J.B. Hilliard, W.L. Lyons, LLC, and Merrill. 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 employs a network model of independent advisors combined with access to brokerage services through LPL Financial and uses technology platforms to support portfolio management and estate planning.

Nadine Lord Divan is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 license and bringing 43 years of industry experience. She has worked with both Independent Advisor Alliance and LPL Financial since 2016. In addition to her advisory role, she provides tax preparation and accounting services through her CPA credentials. Independent Advisor Alliance serves a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, wealth coaching, and retirement plan consulting, using both discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms.

Nicholas Wendt is a CFP® with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He previously worked with Waddell & Reed, Inc. and is involved with Straight Arrow Financial Group, an entity through which he provides investment advisory services. Outside of his advisory work, Wendt serves as a high school wrestling coach for Cedar Grove-Belgium School District. 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 discretionary and non-discretionary portfolio management strategies and leverages technology platforms to enhance client services.

Nicholas Scarcelli is a financial advisor at Independent Advisor Alliance, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Equitable Advisors, and Creative Financial Group. 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 advisory representatives with brokerage services through LPL Financial and uses various portfolio management strategies alongside technology platforms to support client needs.

David Gilliam III is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones, LPL Financial, and Flexion Therapeutics. Gilliam also operates Sage Financial Systems, LLC and serves as an insurance agent through Sage Insurance Partners. 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 independent advisory representatives and integrates technology platforms to provide portfolio management and estate-planning services.

Sharon Conner 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 and LPL Financial since 2017 and was previously with Creative Financial Designs, Inc. from 2014 to 2017. 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 using both discretionary and non-discretionary management styles, leveraging technology platforms and a network model of advisory representatives.

Keith Gregory is a CFP® certified financial advisor with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked with Independent Advisor Alliance since 2014 and has been associated with LPL Financial since 2011. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm employs a network model that combines independent advisory representatives with brokerage services through LPL Financial and utilizes multiple investment strategies and technology platforms to support client portfolios.