Andrew Amys is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 66 designations. He has 14 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a co-owner of Sugar on Top Bakery and serves as a youth baseball umpire. 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. The firm utilizes a network model of independent advisors, offers both discretionary and non-discretionary portfolio management, and integrates technology platforms to support client services.

Casey Nelson is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including U.S. Bancorp Investments, Charles Schwab, Wells Fargo Advisors, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.