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H T

Series 63, Series 66

Coshocton, OH

Independent Advisor Alliance, LLC

H Thompson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at LPL Financial and Creative Financial Designs, Inc. He is also the managing partner of the Muskingum Valley Rod & Gun Club in Coshocton County, Ohio. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network of advisory representatives who deliver portfolio management through various strategies and technology platforms, operating under a governance and referral model distinct from many other large firms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Kaden S

Series 66

Coshocton, OH

Independent Advisor Alliance, LLC

Kaden Smith is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in various service positions, including at DoorDash and The Ohio State University Faculty Club. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives operating under independent DBAs and integrates multiple portfolio management strategies and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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