David Bolick is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 30 years of industry experience, including a decade with LPL Financial LLC and Independent Advisor Alliance. Bolick has interests outside of advisory work in a property management company and a hunting camp business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm uses a network model and integrates discretionary and non-discretionary portfolio management with technology platforms to support comprehensive wealth management services.

Sarah Bolick is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 12 years of industry experience. She has worked with Bryant & Bolick Financial Services since 2025 and has been affiliated with Independent Advisor Alliance, LPL Financial, and Straight Arrow Financial Group since 2017. 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 services. The firm employs both discretionary and non-discretionary portfolio management strategies, using model portfolios and various analytical techniques, and integrates technology platforms to enhance client service delivery.