John Harwood is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and has held prior roles at the University of Memphis, Wyndham Championship, and Elon University. 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 supported advisory representatives and integrates technology platforms to enhance portfolio management and estate planning.

Kevin Shah is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has held roles at several firms including LPL Financial, Provence Wealth Management Group, and Revant Wealth Management. Shah also serves as a lecturer for the University of California, Irvine's Department of Continuing Education and operates KSHAH Consulting LLC. 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 a network model with numerous advisory representatives who utilize discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms.

Richard Durkee Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has worked at several firms, including Fusion Capital Management and Precision Capital Management, and serves as president of the Grand Strand Association of Life Underwriters. Independent Advisor Alliance serves a diverse client base, offering 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 enhance asset aggregation and estate-planning services.

Christian Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at LPL Financial for six years and has experience with MB2 Raceway Lexington and the University of Kentucky. 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 broad range of portfolio management strategies and utilizes technology platforms to enhance client services.

Chad Pannell is a financial advisor with Independent Advisor Alliance, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been affiliated with LPL Financial and Independent Advisor Alliance since 2016. 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 utilizes a network model of independent advisory representatives and combines discretionary and non-discretionary portfolio management with technology platforms for account aggregation and estate planning.

Kyle Johnston is a CFP® professional with 31 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at LPL Financial, Financial Advocates Investment Management, and Northwestern Mutual in various capacities dating back to 1996. Johnston is also involved in life and health insurance sales alongside his advisory work. 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 consulting. The firm employs a network model of advisory representatives, utilizes technology platforms for account aggregation and estate planning, and provides access to third-party managers and turnkey platforms.

David Curry is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes six years at Second Half Strategies and three years at HoneyBaked Ham. 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 utilizes a network model with over 300 advisors and employs various portfolio management strategies supported by technology platforms and third-party managers.

Lauren Grames is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at LPL Financial, Mutual of Omaha, and National Life Group. 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 uses a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with access to third-party platforms and services.

Richard Harvey is a financial advisor at Independent Advisor Alliance, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2007. Harvey operates under Independent Advisor Alliance while managing advisory accounts through his hybrid DBA, Harvey Wealth Management. 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 consulting using a network model of independent advisory representatives alongside access to various portfolio management strategies and technology platforms.

Mark Roberts is a CFP® and Series 65-licensed advisor with Independent Advisor Alliance, LLC, bringing two years of industry experience. He also serves as a senior fire investigator for the State of Maine and operates Retire ME Info, LLC, which focuses on retirement plan education and life insurance sales. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, and retirement plans, providing financial planning, wealth coaching, and portfolio management services through both discretionary and non-discretionary strategies. The firm utilizes a combination of model portfolios, sub-advisors, and technology platforms to support asset management and estate planning.

Darrin Markey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at Markey Investment Management, LPL Financial, UBS Financial Services, and A. G. Edwards & Sons. Outside of finance, he owns and operates North Florida Honey, a honey production business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting services, utilizing a range of portfolio management strategies and technology platforms.

Jonathan Haugen is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously 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, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses a network model combined with technology platforms and provides both discretionary and non-discretionary portfolio management through various strategies and third-party resources.

Stuart Gardner Jr. is a CFP® with 43 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Charlotte Wealth Management, LLC and LPL Financial. Gardner also serves as an agent of record for 1st Atlantic Brokerage, engaging in non-variable insurance activities. 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 utilizes a network model combining independent advisory representatives with access to third-party managers, technology platforms, and brokerage services through LPL Financial.

Titus Pittman is a CFP® professional with 25 years of experience in the financial industry. He is currently with Independent Advisor Alliance, LLC and has prior experience at firms including Morgan Stanley and Citigroup Global Markets. Mr. Pittman also leads a registered investment advisory business under Independent Financial Partners. Independent Advisor Alliance serves a diverse client base, including high-net-worth individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a combination of discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model of advisory representatives.

Norman Gunn is a CFP® professional with 27 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has held roles at Lane Gorman Trubitt, LLC and Lido Advisors, LLC among others. Outside of his advisory work, Gunn serves as President of Operations at LGT Insurance Services, where he is involved in long-term care, disability, and life insurance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering comprehensive asset management and financial planning services. The firm utilizes various portfolio management strategies and technology platforms to support client wealth and estate planning.

Johnny Rutledge is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 18 years of industry experience, including roles at LPL Financial since 2014 and Independent Advisor Alliance since 2016. Outside of his advisory work, Rutledge is a part-owner of Red Key Ventures, an entertainment business. 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 consulting, using both discretionary and non-discretionary portfolio management approaches along with various analytical techniques and technology platforms.

Manning Crapps is a financial advisor with Independent Advisor Alliance, LLC in Columbia, SC, holding a Series 66 designation and 12 years of industry experience. He has worked with Independent Advisor Alliance since 2017 and has also been associated with First Community Bank and LPL Financial since 2014. 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 employs a network model supported by technology platforms and offers both discretionary and non-discretionary portfolio management through a range of investment approaches.

Erin Mendez is a CFP® professional affiliated with Independent Advisor Alliance, LLC and LPL Financial, with 20 years of experience in the financial services industry. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, she serves as an assistant at T&F Camera Shop. 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 both discretionary and non-discretionary management, employs various investment strategies, and integrates technology platforms for asset aggregation and estate planning.

Max Flanagan is a CFP® professional with eight years of experience in the financial services industry. He is currently an advisor with Independent Advisor Alliance, LLC and has previously worked at firms including LPL Financial, Spectrum Investment Advisors, Charles Schwab, Freedom Wealth Alliance, and Edward Jones. 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, 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 offers technology-driven solutions including estate-planning platforms and third-party managers.

H Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at LPL Financial and Creative Financial Designs, Inc. He is also the managing partner of the Muskingum Valley Rod & Gun Club in Coshocton County, Ohio. 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 a network of advisory representatives who deliver portfolio management through various strategies and technology platforms, operating under a governance and referral model distinct from many other large firms.