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Press Releases

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December 10, 2024

Pontera and IAA Partner to Help Its Financial Advisors Optimize Client Wealth for More Secure Retirements

PonteraTM, the fintech company enabling retirement savers to receive personalized 401(k) management from their financial advisor, has formed a partnership with Independent Advisor Alliance (IAA).

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From Our Blog

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Our Latest Resource

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September 12, 2024

Modern Marketing Strategies for Financial Advisors

Download our eBook to begin utilizing modern marketing strategies in your practice.

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Media Mentions

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November 20, 2024

Independent Advisor Named One of America's Top Financial Advisory Firms for 2025 by Newsweek

Out of over 15,000 SEC-registered financial advisories evaluated nationwide, we’ve been recognized in the top 750 for standing out in key areas including asset performance, client performance, and service offerings.

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Our Video Library

IAA Company Videos

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. We provide our affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue.
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC41NkI0NEY2RDEwNTU3Q0M2

Independent Advisor Alliance - Company Story

IAA offers FLEX Investment Portfolios so advisors can outsource their portfolio management to our Chief Investment Officer, Chris Zaccarelli. -- Featuring: Chris Zaccarelli & Debbie Re Written By: Diamond Pollard Script Edited By: Allison Bujorian & Cara Siliakus Directed By: Diamond Pollard Teleprompting: Allison Bujorian Editor: Diamond Pollard Audio/Visual Elements Provided By: Envato Elements
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC41MjE1MkI0OTQ2QzJGNzNG

FLEX Portfolios Program Overview

Yellow Penguin allows advisors to add a robo offering to their clients. -- Featuring: Steve Gensler Written By: Diamond Pollard Script Edited By: Allison Bujorian & Cara Siliakus Directed By: Diamond Pollard Teleprompting: Allison Bujorian Editor: Diamond Pollard Audio/Visual Elements Provided By: Envato Elements
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC41MzJCQjBCNDIyRkJDN0VD

Yellow Penguin Overview

In our industry, relationships matter. Advisors who choose to partner with IAA are true independent business owners. 🌟 We offer support, not sales quotas. 🌟 We provide resources, not limitations. 🌟 We're your advocate, not your adversary. IAA helps advisors execute their business vision; your success is our success. If you’re ready to start your journey to true independence, give us a call.
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC43MTI1NDIwOTMwQjIxMzNG

True Independence

IAA celebrated our 10-year anniversary with our favorite people.
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC5DMkU4NTY1QUFGQTYwMDE3

IAA's 10-Year Anniversary Party

CIO Media Appearances

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS42MjYzMTMyQjA0QURCN0JF

Chris Zaccarelli on Fox Business - October 10, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS4xM0YyM0RDNDE4REQ1NDA0

Chris Zaccarelli on Fox Business - July 23, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS5ERkUyQTM0MzEwQjZCMTY5

ChrisZaccarelli on Fox Business - June 24, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS5CNTcxMDQ0NThBNzMxODYz

Chris Zaccarelli on Fox Business - May 13, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS5CNTZFOTNGQzZEODg1RUQx

Chris Zaccarelli on Fox Business - April 16, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS4wRjhFM0MxMTU1MEUzQ0VB

Chris Zaccarelli on Fox Business - April 4, 2024

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on February 9, 2024. • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. • The economic forecasts set forth in this material may not develop as predicted. • Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services. • The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. • No action should be taken without prior conversation with a financial professional.

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on February 9, 2024.

• The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
• The economic forecasts set forth in this material may not develop as predicted.
• Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services.
• The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.
• No action should be taken without prior conversation with a financial professional.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS41OURENDc2NEM1MDI5Mjky

Chris Zaccarelli on Fox Business - February 9, 2024

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on January 15, 2024. • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. • The economic forecasts set forth in this material may not develop as predicted. • Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services. • The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. • No action should be taken without prior conversation with a financial professional.

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on January 15, 2024.

• The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
• The economic forecasts set forth in this material may not develop as predicted.
• Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services.
• The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.
• No action should be taken without prior conversation with a financial professional.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS42QzdBMzlBQzQzRjQ0QkQy

Chris Zaccarelli on Fox Business - January 15, 2023

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on December 7, 2023. • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. • The economic forecasts set forth in this material may not develop as predicted. • Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services. • The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. • No action should be taken without prior conversation with a financial professional.

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on December 7, 2023.

• The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
• The economic forecasts set forth in this material may not develop as predicted.
• Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services.
• The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.
• No action should be taken without prior conversation with a financial professional.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS4zMUEyMkQwOTk0NTg4MDgw

Chris Zaccarelli on Fox Business - December 7, 2023

4x4 Interviews

Once each quarter CEO & Founder, Robert Russo, will chat with founders, CEOs, and other recognized or influential business professionals in their respective fields. He'll ask four questions, taking a quick dive into their world to learn about their challenges, successes, failures, and maybe some fun facts you never knew. For the first 4x4 interview, Robert sat down with Dan Arnold, President & CEO of LPL Financial, to discuss his experience with LPL and balancing the needs of retail clients, financial advisors, and stockholders. We hope you enjoy it, and thanks for watching!
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si41NkI0NEY2RDEwNTU3Q0M2

4x4 Interview with Dan Arnold, CEO of LPL Financial

Once each quarter CEO & Founder, Robert Russo, will chat with founders, CEOs, and other recognized or influential business professionals in their respective fields. He'll ask four questions, taking a quick dive into their world to learn about their challenges, successes, failures, and maybe some fun facts you never knew. For this 4x4 interview, Robert sat down with Fred Whitfield, President & Vice Chairman of the Charlotte Hornets, to learn more about his role, his thoughts on social justice issues and professional athletes, and more. We hope you enjoy it, and thanks for watching!
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si4yODlGNEE0NkRGMEEzMEQy

4x4 Interview with Fred Whitfield, President & Vice Chairman of the Charlotte Hornets

In this edition of 4×4, Robert Russo, CEO had the privilege of speaking with Ken Haynes, President of Advocate Health, Southeast Region. They spoke in Ken's office in Uptown Charlotte, where he offered his insights on the blueprint for a successful merger of any size, excelling in a highly regulated field, and how AI and ChatGPT impact the health care industry.
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si4wMTcyMDhGQUE4NTIzM0Y5

4x4 Interview With Ken Haynes, President of Advocate Health Southeast Region

For this 4x4 interview, Robert sat down with Jim Birch, Chief Operating Officer of Olde Mecklenburg Brewery, the Queen City's oldest operating brewery. They met at OMB’s newest location in The Bowl, right in the heart of Ballantyne, to talk about scaling your business and making a mark in a niche market.
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si41MjE1MkI0OTQ2QzJGNzNG

4x4 Interview with Jim Birch, Chief Operating Officer of Olde Mecklenburg Brewery

What's Your Why?

Our partner advisor, Terri Jackson of Jackson Financial Group, shares how IAA's personal touch, support, and programs offered have allowed her to run a more efficient practice.
YouTube Video UExoeDRkaUh0bEdtLVdQdFdhcU9HN2xVam15VTI4ellabC41NkI0NEY2RDEwNTU3Q0M2

What's Your Why? Featuring Terri Jackson of Jackson Financial Group

In this video, our partner advisor, Nic Nielsen, shares the ways partnering with IAA has benefited his practice and client experience.
YouTube Video UExoeDRkaUh0bEdtLVdQdFdhcU9HN2xVam15VTI4ellabC4yODlGNEE0NkRGMEEzMEQy

What's Your Why? Featuring Nic Nielsen of Know My Plan

In this video, partner advisor Pete Heimerman of Straight Arrow Financial Group shares how Independent Advisor Alliance's personalized approach has made his team feel confident in running their practice.
YouTube Video UExoeDRkaUh0bEdtLVdQdFdhcU9HN2xVam15VTI4ellabC4wMTcyMDhGQUE4NTIzM0Y5

What's Your Why? Featuring Pete Heimerman of Straight Arrow Financial Group

Advisor Spotlight

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May 13, 2024

Unlocking Success: Bryan Wieferich Talks Independence and Expansion

From his office in Mt. Pleasant, MI, Bryan spoke with IAA, covering everything from the advantages of independence, to buying his first book of business and his entry into outsourcing investments.

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