Nicholas Miles is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has previously worked at Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. His professional activities include providing investment advisory services through 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 with discretionary and non-discretionary portfolio management supported by various analytical strategies and technology platforms.

Johnny Rutledge is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. He has 18 years of industry experience, including roles at LPL Financial since 2014 and Independent Advisor Alliance since 2016. Outside of his advisory work, Rutledge is a part-owner of Red Key Ventures, an entertainment business. 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, using both discretionary and non-discretionary portfolio management approaches along with various analytical techniques and technology platforms.

Jin Mei is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. Mei has one year of industry experience, with previous roles at LPL Financial, Primerica, Robeco, Franklin Templeton, and Natixis. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms to support clients’ financial goals.

Charles Dixon is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years. Dixon is also involved with KDX Partners LLC, an investment company structured for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines a network model of advisory representatives with access to brokerage services through LPL Financial and technology-driven estate planning platforms.

George Irby Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2016. 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, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.