John Bailey is a CFP® with 29 years of experience in the financial services industry. He is currently with Independent Advisor Alliance, LLC and has held prior roles at Independent Financial Partners, 360 Wealth Management LLC, and LPL Financial. In addition to his advisory work, he is a licensed notary public. 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 provides both discretionary and non-discretionary portfolio management and integrates technology platforms to support client wealth and estate planning.

Kevin Meyer is a CFP® professional with 16 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has prior experience with LPL Financial and Waddell & Reed, Inc., among other firms. Meyer is also involved in an investment-related business operating as SP Meyer & Co, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with hundreds of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client needs.