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Chad T

Series 66

Zanesville, OH

Independent Advisor Alliance, LLC

Chad Tom is a financial advisor at Independent Advisor Alliance, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with several hundred advisory representatives and integrates technology platforms to provide portfolio management and estate-planning solutions.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Wayne W

Zanesville, OH

Independent Advisor Alliance, LLC

Wayne Wycoff is a financial advisor with Independent Advisor Alliance, LLC, holding 11 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd for nine years. Wycoff also has ownership interests in several entities, including Modern Gentleman, LLC, although these are not active business ventures. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with numerous advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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