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Rachel T
Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered 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, and retirement consulting. The firm utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.
Candice S
Series 63, Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.
Brian H
Series 63, Series 65
Alexander, AR
Independent Advisor Alliance, LLC
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.
Adam B
Series 65, Series 63
Alexander, AR
Independent Advisor Alliance, LLC
Adam Burke is a financial advisor with Independent Advisor Alliance, LLC. He holds Series 65 and Series 63 licenses and has experience working at LPL Financial and Independent Advisor Alliance since 2024. His background includes roles in education and small business operations prior to entering the financial advisory field. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations. 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.
Janet W
Series 63, Series 65
Alexander, AR
Independent Advisor Alliance, LLC
Janet Walker is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. She previously worked for GenWealth Financial Advisors, LLC for 15 years and has been associated with LPL Financial for over two decades. In addition to her advisory role, she owns an advertising agency called Momentum Media. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a large network of advisory representatives with access to technology platforms and third-party services to provide tailored portfolio management and estate-planning solutions.
Anna O
Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Anna Olive is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, GenWealth Financial Advisors, and Ameriprise Financial Services. Outside of her advisory roles, she has been associated with a business entity named AJ's Hauling for tax and investment 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 employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support asset aggregation, rebalancing, and estate planning.
Dustin D
Series 63, Series 65
Alexander, AR
Independent Advisor Alliance, LLC
Dustin Dandurand is a financial advisor with Independent Advisor Alliance, LLC. He holds Series 63 and Series 65 licenses and has recently transitioned into the advisory industry following roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank. He is also involved in a registered investment advisory business under the name GenWealth Financial Advisors. 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, employing a network model that combines independent advisory representatives with access to brokerage services through LPL Financial and third-party platforms.
Troy J
Series 66
Alexander, AR
Independent Advisor Alliance, LLC
Troy Johnson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked with LPL Financial and GenWealth Financial Advisors. Johnson is involved in multiple investment-related activities, including advisory services through Independent Advisor Alliance. 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 both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support asset aggregation and estate planning.
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