Gary Deese, CLTC, is a financial advisor with Independent Advisor Alliance, LLC, and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at LPL Financial since 2011 and Independent Advisor Alliance since 2014. He is also president of Crescent Financial Group, an insurance agency. Independent Advisor Alliance serves a wide range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, uses various investment strategies, and leverages technology platforms for asset aggregation and estate planning.

Trinity Hawthorne is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing two years of industry experience. Prior to joining Independent Advisor Alliance and LPL Financial in 2026, Trinity has held positions at several firms including LPL Financial LLC, KPMG, Ameritas, and Lutz. 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 numerous advisory representatives and integrates various portfolio management strategies supported by technology platforms.

Kevin Phillips is a CFP® professional with nine years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has legal experience as an attorney at the Law Office of Kevin M. Phillips, LLC, and serves as a public defender at the Jefferson Parish Public Defenders Office. His background includes roles at Raymond James & Associates, Inc. and several financial services firms. 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 a network model of advisory representatives and utilizes a range of portfolio management strategies supported by advanced technology platforms.

Stephen Gaskins is a CFP® professional with 26 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has prior experience at LPL Financial LLC and Stratos Wealth Partners, LTD. Outside of his advisory roles, he is involved with Stekarcha Ventures, LLC and Shady Grove Farms, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management and integrates various analytical techniques and technology platforms to support client goals.

Richard Tesseneer is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, with prior roles at Wells Fargo Advisors and LPL Financial. Outside of his advisory work, Tesseneer owns CMC Trading Partners, LLC, a business that sells culinary supplies on Amazon. 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 using various strategies and technology platforms, and operates through a network of advisory representatives often dually registered with LPL Financial.

Scott Serfass is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 22 years of industry experience, including 16 years at Ameriprise Financial Services and ongoing roles at both Independent Advisor Alliance and LPL Financial since 2021. He is also an author based in Charlotte, NC. 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 combining independent advisory representatives with access to brokerage services through LPL Financial and leverages technology platforms to support portfolio management and estate planning.

Richard Fallin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Independent Advisor Alliance since 2016. 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, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Kurt Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and 22 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also involved in tax preparation and accounting services under his CPA designation. Independent Advisor Alliance serves a diverse range of clients, 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 of independent advisors combined with access to brokerage services through LPL Financial and utilizes technology platforms for portfolio management and estate planning.

Bryan Wieferich is a CFP® and holds a Series 66 license, with 24 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked with LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in sports announcing for Central Michigan University athletics and has ownership interests in local businesses including a family recreation company and a pizza restaurant. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides a range of services including asset management, financial planning, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 66 and Series 65 licenses and three years of industry experience. Prior to joining Independent Advisor Alliance in 2025, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Stevens also has involvement with TruNorth Divorce Solutions, 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 consulting, utilizing discretionary and non-discretionary portfolio management along with various analytical techniques and technology platforms.

Theresa Jackson is a certified financial planner (CFP®) with over 31 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and has held prior roles at Independent Financial Partners, LPL Financial, and Nationwide Insurance Company. 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 combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.

Timothy Key is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. His background includes managing investment advisory services and non-variable insurance activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management with various analytical strategies and integrates technology platforms for asset aggregation and estate planning.

John Shrewsbury is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include 15 years at Genwealth Financial Advisors and over two decades at LPL Financial. Outside of advising, he owns Momentum Media, an advertising agency based in 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. The firm employs a network model with several hundred independent advisory representatives and uses various portfolio management strategies supported by technology platforms and third-party managers.

Erik Hofstrom is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has worked with LPL Financial since 2005. Hofstrom operates his advisory business through Independent Advisor Alliance, focusing on investment advisory services. 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, employing discretionary and non-discretionary portfolio management methods alongside technology-enabled estate-planning tools.

Arthur Schlosser is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked with firms including LPL Financial, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he is also involved as a musician in Toledo, OH. 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 independent advisors and utilizes a range of portfolio management strategies supported by various technology platforms.

Bradley Williams is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes discretionary and non-discretionary portfolio management strategies supported by technology platforms and third-party resources.

Gregory Alft is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked with LPL Financial since 2019 and has been involved with Forward Financial Group, LLC since 2018. Outside of his advisory role, he is a tennis instructor with the Waukesha Tennis Association. 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 plan consulting. The firm combines a network of independent advisors with access to third-party managers and technology platforms to provide both discretionary and non-discretionary portfolio management.

James Scott is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. Prior to joining Independent Advisor Alliance in 2019, he worked at Independent Financial 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, wealth coaching, and retirement plan consulting through a network model supported by technology platforms and a range of portfolio management approaches.

David Deckert is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 19 years of industry experience, previously working with LPL Financial and Independent Financial Partners. Deckert also engages in non-variable insurance sales through Sage Insurance Partners. 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, utilizing a network model of advisors and leveraging technology platforms to deliver a range of portfolio management and planning services.

Alvin Riley II is a CFP® with 13 years of experience in the financial industry. He is currently affiliated with Independent Advisor Alliance, LLC and has spent the past decade working at LPL Financial. 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, leveraging model portfolios, sub-advisors, and advanced technology platforms to deliver its services.