Paul Way is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Stephens from 2010 to 2021 and has been with 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, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses various portfolio management strategies and technology platforms to support its advisory services and leverages its relationship with LPL Financial to offer brokerage services and estate-planning resources.

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.

Douglas Way is a Series 66 credentialed financial advisor with 11 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, LLC and Stephens Inc. based in Columbia, SC. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model with supervised advisory representatives and utilizes technology platforms to support portfolio management and estate planning.