Andrew Amys is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a co-owner of Sugar on Top Bakery and serves as a youth baseball umpire. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios, third-party managers, and technology platforms to support client investment strategies.

Casey Nelson is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including U.S. Bancorp Investments, Charles Schwab, and Wells Fargo Advisors. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.