Kevin Kelly is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has six years of industry experience, including prior roles at Hergenroeder Financial Advisors and LPL Financial. His background also includes work outside finance at The Flipside Restaurant and Grill Marx Steak House and Raw Bar. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, leveraging both discretionary and non-discretionary strategies and technology platforms to support client needs.

Stephanie Vokral is a CFP® professional with 26 years of industry experience. She has been with Independent Advisor Alliance, LLC since 2014 and has also worked with LPL Financial since 2012. Vokral's activities include providing investment advisory services through multiple entities associated with Independent Advisor Alliance. 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, utilizing a network model of advisory representatives supported by model portfolios, sub-advisors, and technology platforms.