Mary Newburn is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including 10 years with LPL Financial LLC and four years with Independent Advisor Alliance. Newburn also provides administrative support for Independent Advisor Alliance. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management and leveraging technology platforms to deliver integrated financial services.

Joel Newburn is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at GenWealth Financial Advisors, LLC and LPL Financial, LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.