Rowena Ruff is a financial advisor at Independent Advisor Alliance, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial, LLC and Traditional Bank. She is involved with Cadence Investments, LLC, a business entity established for tax 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 combines a network model of independent advisory representatives with access to brokerage services through LPL Financial and advanced technology platforms for portfolio management and estate planning.

Jonathan Marzano is a financial advisor with Independent Advisor Alliance, LLC and has 25 years of industry experience. He has been associated with LPL Financial and Independent Advisor Alliance since 2015. His credentials include Series 63 and Series 65 licenses. 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 advisory representatives supported by technology platforms and offers access to third-party estate-planning resources.

William Casterlin is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is involved with Sage Insurance Partners, focusing on non-variable insurance. 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 with numerous independent advisors and offers both discretionary and non-discretionary portfolio management supported by technology platforms and third-party resources.

Brandon Barber is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial. Outside of his advisory work, he owns and operates The Lawn Barber, a lawn service business based in Little Rock, Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with independent advisory representatives and provides access to various portfolio management strategies and technology platforms.

Joseph Perritt 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 Ameriprise and LPL Financial LLC. Outside of his advisory work, he has a background that includes coaching with the University of South Carolina Football Team and involvement with various educational and youth organizations. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers comprehensive asset management and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Scott Gingras is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has also worked with LPL Financial since 2010. Outside of his advisory roles, he co-manages a family business in Nashua, NH. 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 combines discretionary and non-discretionary portfolio management with a network model of independent advisory representatives and uses a range of analytical techniques and technology platforms to support client services.

Jeffery Coffman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Independent Advisor Alliance, he worked at Equitable Advisors and has experience with organizations such as Sports & Story and Student Mobilization. He is also the owner of Coffman Capital 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 plan consulting. The firm employs a network model with discretionary and non-discretionary management, utilizing technology platforms and third-party resources to deliver comprehensive advisory services.

John Sineath Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also maintains an affiliation with LPL Financial starting in 2012. 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 employs a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Thomas Delaney is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has previously worked with firms including Financial Advocates Investment Management, LPL Financial, and Waddell & Reed. Delaney is involved with Bedford Management LLC, a non-investment-related business entity established 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 plan consulting services. The firm utilizes a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Steven Dye is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 12 years of industry experience, including roles at LPL Financial, Benjamin Haddorff, UBER, and Waddell & Reed, Inc. Dye provides investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. 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 services using a range of portfolio management strategies and technology platforms, combining a network of independent advisors with industry partnerships.

Reginald Tolbert is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, LLC since 2016 and Independent Financial Partners from 2016 to 2018. Outside of his advisory work, he is involved with Tolbert Healthcare Solutions and Sixth Man Sports Management & Financial Planning. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering various asset management and financial planning services. The firm supports both discretionary and non-discretionary portfolio management, utilizing multiple investment strategies and technology platforms while combining a network model of independent advisors with connections to LPL Financial.

John Bailey is a CFP® with 29 years of experience in the financial services industry. He is currently with Independent Advisor Alliance, LLC and has held prior roles at Independent Financial Partners, 360 Wealth Management LLC, and LPL Financial. In addition to his advisory work, he is a licensed notary public. 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 integrates technology platforms to support client wealth and estate planning.

Manorama Pai is a CFP® professional with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has worked at Financial Advocates Investment Management since 2020 and has prior experience at Fountain Strategies, LLC from 2007 to 2020. 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 employs a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Christian Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Independent Advisor Alliance since 2019 and previously spent seven years at Independent Financial Partners and fourteen years at LPL Financial. Outside of advisory services, he is a co-owner of a vacation home in Sun Valley, Idaho. 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 with independent representatives and leverages technology platforms to deliver integrated portfolio management and estate planning services.

Astute Evans is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC. Prior to this, Evans worked at LPL Financial, Facet Wealth, and Vanguard. He provides investment advisory services through multiple independent firms associated with his current engagements. 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 access to various analytical techniques and technology platforms.

Brian Helms is a financial advisor with Independent Advisor Alliance, LLC based in Alexander, Arkansas. He holds Series 63 and Series 65 licenses and has three years of experience in the financial industry, having previously worked at LPL Financial. Prior to his advisory career, he spent 27 years with the University of Arkansas System Division of Agriculture. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, utilizing a network model with access to a range of portfolio management strategies and technology platforms.

Bernice Rolle Lewis is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Advisor Alliance since 2019 and previously with Independent Financial Partners and LPL Financial. Outside of advisory work, she has served as a temporary substitute teacher for Broward County Public Schools. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with several hundred advisory representatives, provides both discretionary and non-discretionary portfolio management, and leverages technology platforms to integrate and manage client assets and estate planning.

Richard Hinkle is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Independent Advisor Alliance since 2019, previously serving at LPL Financial, Independent Financial Partners, and Axa Advisors. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans by providing asset management, financial planning, and retirement plan consulting. The firm employs a network model with numerous independent advisory representatives and offers both discretionary and non-discretionary portfolio management using a range of strategies and technology platforms.

Leigha Tabbi is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience and previously worked at LPL Financial, Appalachian State University, and Hampton Roads Academy. 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 independent advisory representatives with access to brokerage services through LPL Financial and employs various portfolio management strategies supported by technology platforms.

Jay Levy is a CFA® charterholder with 18 years of industry experience. He is currently with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Lazard Asset Management and CLSA Americas. He is a co-owner of Grove Partners LLC. Independent Advisor Alliance serves a diverse client base including individuals, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs discretionary and non-discretionary portfolio management strategies supported by a network of advisory representatives and technology platforms.