Charlotte, NC Sharon Road Office

Paul Brown is a CFP® with 26 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His career includes roles at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Streamline Productions, a business he has operated since 2008. 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. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms and third-party managers.

Christopher Prevette is a CFA® charterholder with five years of industry experience. He is currently an advisor at Independent Advisor Alliance, LLC, having previously worked at Principal Financial Group and Wells Fargo Bank. Outside of his advisory role, he serves on the board of the Charlotte Carolinas Rugby Club, a nonprofit focused on youth and community outreach, where he holds the position of treasurer. 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 combines a network model of independent advisory representatives with access to brokerage services and third-party platforms for estate planning and portfolio management.

David Curry is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes six years at Second Half Strategies and three years at HoneyBaked Ham. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with over 300 advisors and employs various portfolio management strategies supported by technology platforms and third-party managers.

David Curry Jr. is a CFP® and Series 66 registered advisor with 23 years of industry experience. He has been with Independent Advisor Alliance, LLC and affiliated with LPL Financial since 2015. Outside of his advisory role, he manages Second Half Strategies, LLC and is involved with Bravo Charlie Aviation, LLC, a personal business entity. 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. The firm combines discretionary and non-discretionary portfolio management with access to a range of investment strategies and technology platforms, operating through a network model with ties to LPL Financial.

Grant Goodwin is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes various portfolio management strategies and technology platforms to support client services.