Lori Smith is a financial advisor with Independent Advisor Alliance, LLC in Clemmons, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior work includes roles at LPL Financial, Fidelity Investments, MassMutual Life Insurance Company, Merrill, and UBS Financial Services. 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 employs both discretionary and non-discretionary portfolio management and utilizes technology platforms for asset aggregation and estate planning.

Steven Gallo is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been affiliated with LPL Financial and Independent Advisor Alliance since 2015. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing a network of advisory representatives supported by third-party managers and advanced technology platforms.

Jonathan Marzano is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 65 designations. He has 26 years of industry experience, including roles at LPL Financial and Wells Fargo Advisors. Marzano is also involved with Marzano Capital Group, an investment-related business linked to his LPL activities. 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 services. The firm offers both discretionary and non-discretionary portfolio management and utilizes technology platforms to support estate planning and asset aggregation.

Michael Mc Gilvary is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with Independent Advisor Alliance, Marzano Capital Group, LPL Financial, and Edward Jones. 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 brokerage services through LPL Financial and utilizes technology platforms for portfolio management and estate planning.

William James is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual in various capacities from 2017 to the present. Outside of advisory services, he has experience in business ownership through Davie Subways Inc. 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 both discretionary and non-discretionary management strategies supported by technology platforms and a network model of advisory representatives.