Murat Kaptanoglu is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He currently serves as an advisor with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and Ameriprise Financial Services, Inc. He is involved in several investment-related business entities, including Lipson, Williams, Perry & Kaptanoglu, LLC. 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 both discretionary and non-discretionary portfolio management alongside various analytical techniques and technology platforms.

Bradley Williams is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes discretionary and non-discretionary portfolio management strategies supported by technology platforms and third-party resources.

Boone Williams is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial, Socratic Better Wealth, and self-employment ventures. He provides administrative support to Independent Advisor Alliance and remains involved with Socratic Better Wealth. 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 both discretionary and non-discretionary portfolio management strategies supported by technology platforms and leverages a network model combined with ties to LPL Financial.

Andrew Lipson is a CFP® with 29 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for 12 years. He is involved with Lipson, Williams, Perry, & Kaptanoglu, LLC, a business entity used for tax and investment purposes. 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 both discretionary and non-discretionary management supported by various analytical and technology platforms.

Vincent Perry is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC, where he has worked since 2017, and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Perry is also the owner and organizer of Mattocks Legacy Event Center LLC, a business unrelated to investment advisory. 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 employs a network model with advisory representatives offering discretionary and non-discretionary portfolio management, utilizing various investment strategies and technology platforms.