Jay Levy is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has prior experience at Lazard Asset Management and CLSA Americas. He is also co-owner of Grove Partners LLC, a non-investment related business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering comprehensive asset management, financial planning, and retirement consulting services. The firm employs a network model with a broad range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

Matthew Mikolajewski is a financial advisor with Independent Advisor Alliance, LLC who holds the CFP® designation and has 26 years of industry experience. He has worked previously with LPL Financial and Independent Financial Partners. Mikolajewski is also licensed as a non-variable insurance agent with multiple firms. 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 with both discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical approaches supported by technology platforms.