Jeb Zoller is a CFP® with 23 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked at LPL Financial since 2012 and was involved with Davinci Financial Designs for a decade. His other business activities include operating as a non-variable insurance agent. 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 portfolio management with various strategies and technology platforms, combining an independent advisory network with brokerage services through LPL Financial.

David Gilliam III is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones, LPL Financial, and Flexion Therapeutics. Gilliam also operates Sage Financial Systems, LLC and serves as an insurance agent through Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates technology platforms to provide portfolio management and estate-planning services.

Nicholas Sherrer is a financial advisor at Independent Advisor Alliance, LLC with a Series 66 designation. He has held roles at Independent Advisor Alliance, LPL Financial LLC, and Sage Financial Systems, among others, with work experience spanning various positions since 2014. Outside of finance, his background includes employment in education and retail sectors. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management approaches and integrates technology platforms to enhance client services.