Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jason M
Series 66
Little Rock, AR
Independent Advisor Alliance, LLC
Jason Marshall is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has experience spanning several roles in the financial services industry, including eight years at Marshall Insurance and Financial Solutions and two years at New York Life Insurance Company. He is currently based in Little Rock, AR. Independent Advisor Alliance serves a diverse client base, including individuals, businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to technology platforms and third-party services to support portfolio management and estate planning.
Brandon B
Series 66
Little Rock, AR
Independent Advisor Alliance, LLC
Brandon Barber is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial. Outside of his advisory work, he owns and operates The Lawn Barber, a lawn service business based in Little Rock, Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with independent advisory representatives and provides access to various portfolio management strategies and technology platforms.
Timothy K
Series 66
Little Rock, AR
Independent Advisor Alliance, LLC
Timothy Key is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. His background includes managing investment advisory services and non-variable insurance activities. 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 utilizes discretionary and non-discretionary portfolio management with various analytical strategies and integrates technology platforms for asset aggregation and estate planning.
Mona K
Series 63, Series 65
Little Rock, AR
Independent Advisor Alliance, LLC
Mona Khairi is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at GenWealth Financial Advisors and LPL Financial. 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 combines independent advisory representatives with sophisticated portfolio management techniques and leverages technology platforms to support integrated planning and coaching services.
Scott I
Series 66
Little Rock, AR
Independent Advisor Alliance, LLC
Scott Inman is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. Outside of his advisory work, he is a co-owner of Momentum Media, a non-investment-related business. 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 consulting. The firm employs a network model with several hundred advisors and integrates technology platforms to support portfolio management and estate planning.
Alec D
Series 65, Series 63
Little Rock, AR
Independent Advisor Alliance, LLC
Alec Daril is a financial advisor with Independent Advisor Alliance, LLC and holds Series 65 and Series 63 licenses. He has three years of industry experience and has previously worked at LPL and the University of Arkansas. Outside of financial advising, he has experience running a lawn mowing business earlier in his career. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management with a variety of strategies and technology platforms.
Alisha B
Series 65, Series 63
Little Rock, AR
Independent Advisor Alliance, LLC
Alisha Bailey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked at GenWealth Financial Advisors, LLC since 2008 and LPL Financial, LLC since 2005. 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 utilizes a network model with a combination of discretionary and non-discretionary portfolio management and incorporates technology platforms to support estate planning and asset aggregation.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters