Independent Advisor Alliance, llc

Gary Rosenstone is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and previously spent nine years with Independent Financial Partners and seventeen years with LPL Financial. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios and third-party managers to implement and rebalance client allocations.

Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial and GenWealth Financial Advisors since 2019, and at Arvest Bank from 2014 to 2019. Outside of her advisory roles, she is associated with Tailored Tactical Arms LLC, a business entity for tax and investment purposes. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm employs a range of investment approaches including model portfolios, sub-advisors, and third-party managers, and delivers services through a network of over 200 advisory representatives.

Darla Serrano is a CFP® and ChFC® with 12 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC in Nampa, ID. She has held positions at several firms, including Revant Wealth Management Group, Provence Wealth Management, Guardian Life Insurance, and Primerica Advisors. Serrano provides investment advisory services through multiple independent advisory firms. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes model portfolios, sub-advisors, and technology platforms to deliver both discretionary and non-discretionary investment management through a network of over 200 advisors.

John Gibson is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at RMP LLP and Forvis. Outside of his advisory role, he is involved with Fivestone Financial, a DBA for an RIA business based in Rogers, Arkansas. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and sponsors third-party managers and model portfolios through a network of 219 advisory representatives.

Timothy Sallee is a CFP® professional with 36 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked at Independent Financial Partners, LPL Financial, and Resources Investment Advisors. Outside of his advisory role, he operates Tim Sallee LLC, a business entity for tax and investment purposes. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and wealth coaching through a network of over 200 advisors using a combination of model portfolios, sub-advisors, and technology platforms.

Lori Smith is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at LPL Financial, Fidelity Investments, MassMutual, Merrill, and UBS Financial Services. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party managers, employing a combination of model portfolios, fundamental and quantitative analysis, and technology platforms to manage client assets.

Hayley Akre is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at Level Four Advisory Services and LPL Financial. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a sponsor for third-party managers and model portfolios through a network of 219 advisory representatives.

Kevin Tyrrell is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Independent Financial Partners and LPL Financial. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.

William Connor is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing nine years of industry experience. He has worked at Meld Financial, Inc. since 2013 and was affiliated with Triad Advisors from 2013 to 2022. Outside of his advisory role, Connor serves in various community positions, including communications chair for the Vestavia Hills Rotary and co-chair of the grant committee for the Vestavia Hills City School Foundation. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA that serves individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting services, delivering advisory solutions through a network of over 200 representatives using a combination of model portfolios, sub-advisors, and technology platforms.

Richard Reber is a CFP®-certified financial advisor with 17 years of industry experience. He is affiliated with LPL Financial and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. In addition to his advisory work, he is the author of "How to Talk to Your Partner About Money and Not Kill Each Other." LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Collin Dawes is a financial advisor with Independent Advisor Alliance, LLC, based in Grand Rapids, MI. He holds Series 65 and Series 66 licenses and has 26 years of industry experience. Prior to joining Independent Advisor Alliance in 2018, he worked at Independent Financial Partners and LPL Financial. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm employs a network of 219 advisors and uses a combination of model portfolios, sub-advisors, and technology platforms to deliver discretionary and non-discretionary investment management.

Ryan Schrift is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Independent Advisor Alliance since 2016 and also maintains a relationship with LPL Financial starting in 2012. Outside of his advisory work, Schrift serves as a city councilman for the City of Belmont and is a managing partner of The Schrift Boys Farm, an agricultural business. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides a range of services including asset management, financial planning, and retirement plan consulting, utilizing a network of 219 advisory representatives and a combination of model portfolios, sub-advisors, and technology platforms to manage client allocations.

Chad Tepe is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with LPL Financial and Independent Financial Partners. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes model portfolios, sub-advisors, and technology platforms to provide asset management and financial planning services through a network of over 200 advisory representatives.

Luke Little is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial, North Point Financial Planners, and Capital Credit Union. Outside of his advisory role, he serves as an assistant high school football coach at Century High School in Bismarck, ND. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes model portfolios, sub-advisors, and third-party managers to deliver investment management and offers a range of services including financial planning and retirement plan consulting through a network of over 200 advisors.

Robert Paolini is a financial advisor with LPL Financial in Medford, NJ, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at FSC Securities Corporation and leadership of his own firms, Paolini Advisors, LLC and Paolini & Scout, LLC. He is also involved in tax preparation services through PFG Tax Services, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.