Kokomo, IN Office

John Dean is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked with Creative Financial Designs, INC and CFD Investments, INC before joining Independent Advisor Alliance and LPL Financial in 2019. Outside of his advisory work, he is employed at Eastern Howard School Corporation in a non-investment-related role. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement consulting. The firm uses a network model of advisory representatives, many of whom are dually registered with LPL Financial, and incorporates various investment strategies and technology platforms to support client needs.

Sharon Conner is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Independent Advisor Alliance and LPL Financial since 2017 and was previously with Creative Financial Designs, Inc. from 2014 to 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using both discretionary and non-discretionary management styles, leveraging technology platforms and a network model of advisory representatives.

Andrew Roller is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has worked previously at Creative Financial Designs, Inc. and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and employs a network model with a range of investment strategies and technology platforms.

Kourtney Shawhan is a financial advisor at Independent Advisor Alliance, LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and CFD Investments. Shawhan provides administrative support within her current firm alongside her advisory role. 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 consulting. The firm employs a network model combining independent advisory representatives with access to brokerage services through LPL Financial and utilizes various portfolio management strategies and technology platforms.