Timothy Sallee is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Independent Advisor Alliance, LLC and has previously worked with Independent Financial Partners and LPL Financial, among others. He also operates Tim Sallee LLC, a business entity used for tax and investment purposes. 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 plan consulting. The firm combines a network of independent advisory representatives with access to various portfolio management strategies and technology platforms, and maintains ties with LPL Financial.

Wesley Burrell is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding a Series 66 credential and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining his current firms in 2020. Burrell has involvement in cattle holdings, reflecting interests outside of the investment industry. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, leveraging technology and a network model that integrates brokerage services through LPL Financial and access to specialized estate-planning resources.