Mary Newburn is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including 10 years with LPL Financial LLC and four years with Independent Advisor Alliance. Newburn also provides administrative support for Independent Advisor Alliance. Independent Advisor Alliance serves a broad 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, utilizing discretionary and non-discretionary portfolio management and leveraging technology platforms to deliver integrated financial services.

Richard Gray II is a financial advisor at Independent Advisor Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at LPL Financial, LLC, Hamilton Investment Counsel, LLC, and Suntrust Advisory Services. Gray is also involved in a separate fiduciary advisory services business. 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 uses discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Ronald Harczak is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including over 30 years with Securities America Advisors and LPL Financial. Outside of advising, he is a notary and operates a business entity 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 consulting. The firm employs a network model with access to various portfolio management strategies and technology platforms to support client needs.

Jin Mei is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. Mei has one year of industry experience, with previous roles at LPL Financial, Primerica, Robeco, Franklin Templeton, and Natixis. 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, utilizing various portfolio management strategies and technology platforms to support clients’ financial goals.

Bradley Tomlin is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and based in High Point, NC. He has experience in the pharmaceutical industry, having worked at Bayer Pharmaceuticals, Amgen Biopharma, and Chiesi USA prior to joining Independent Advisor Alliance in 2026. 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 range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

Michael Mc Gilvary is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Independent Advisor Alliance, Marzano Capital Group, and LPL Financial since 2016. 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 services, utilizing discretionary and non-discretionary portfolio management with advanced analytical techniques and technology platforms.

Benjamin Orner is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and five years of industry experience. Prior to his advisory role, he worked at the South Carolina Department of Disabilities and Special Needs and Columbia International University. He serves as a board member of the Kingston Forrest Homeowners Association in Irmo, SC. 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 both discretionary and non-discretionary management along with various analytical strategies and technology platforms.

Jana Burke is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include seven years at Stephens Inc and concurrent positions at Independent Advisor Alliance and LPL Financial since 2021. 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 with a blend of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.

Fina Sneed is a CFP® professional with 10 years of industry experience and is currently affiliated with Independent Advisor Alliance, LLC. She has been associated with LPL Financial, LLC and Provence Registered Investment Advisors, LLC 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 through discretionary and non-discretionary portfolio management and various analytical strategies.

Nicholas Skey is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Bank and Freight Handlers Inc. He also serves as a notary. 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, utilizing discretionary and non-discretionary portfolio management with a range of analytical techniques and technology platforms to support client needs.

Quinn Hoopman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Straight Arrow Financial Group. Outside of his advisory work, he serves as a high school wrestling coach in Cedar Grove, Wisconsin. Independent Advisor Alliance serves individuals, small businesses, charitable organizations, and retirement plans with a range of asset management and financial planning services. The firm employs a network model with supervised advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

Todd Vander Lugt is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Independent Advisor Alliance, LLC and has formerly worked with firms including Waddell & Reed and LPL Financial. Outside of his advisory work, he holds ownership interests in private business entities and engages in entrepreneurial activities in the Holland, Michigan area. 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 offers both discretionary and non-discretionary portfolio management through a network of advisory representatives and utilizes various investment strategies and technology platforms to support client needs.

Teresa Arrigo is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at GenWealth Financial Advisors, LLC since 2017 and LPL Financial, LLC since 2015. Beyond her advisory work, she performs tax preparation and accounting services for a small business owner and is employed outside the investment field by Pulaski County Special School District. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, using discretionary and non-discretionary portfolio management strategies along with technology platforms to support client services.

Colby Clark is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Aspire Private Capital and LPL Financial. Outside of his advisory role, he is involved as an independent insurance sales agent and has advisory-related activities through C SQUARED 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 consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms.

Peter Wagner is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and previously worked at Cambridge Investment Research Advisors. Wagner is also involved in tax preparation through Harvest Tax Service. 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 independent advisory representatives and employs a variety of portfolio management strategies supported by technology platforms.

Edward Bright is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. Prior to joining Independent Advisor Alliance, he spent seven years at Brockman Capital Management, LLC. He also works as a high school CTE educator at Bellevue High School. 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 a network model with a range of portfolio management strategies and leverages technology platforms to deliver integrated planning and investment services.

John Lyon is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Independent Advisor Alliance since 2017 and previously held roles at LPL Financial Corporation and First Community Bank starting in 2008. Lyon operates under the DBA First Community Financial Consultants. 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 consulting services, utilizing a network model with supervised representatives and a combination of discretionary and non-discretionary portfolio management strategies.

Jane Goodyear is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial and Janney Montgomery Scott. Goodyear provides administrative support to Independent Advisor Alliance as part of her other business activities. 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 various analytical strategies and technology platforms.

Jason Backus is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously with Independent Financial Partners. Outside of his advisory roles, he is affiliated with Villa Rica First United Methodist Church. 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 combination of discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Kaden Smith is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in various service positions, including at DoorDash and The Ohio State University Faculty Club. 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 advisory representatives operating under independent DBAs and integrates multiple portfolio management strategies and technology platforms.