CHARLOTTE, N.C. – February 02, 2026 – Independent Advisor Alliance (IAA), one of the nation’s leading hybrid RIAs dedicated to helping business owners execute their vision, is excited to announce the promotions of Jamie Summerlin to Chief Experience Officer and Devin Stamp to Custodian and Platform Manager. These appointments underscore IAA’s continued commitment to putting advisors first and investing in the talent and infrastructure needed to support and scale their success.
Jamie Summerlin – Chief Experience Officer
Jamie has played a pivotal role in building and scaling IAA’s relationship management team, partnering closely with advisors to support their growth and guide them through the day-to-day realities of independence.
As Chief Experience Officer, Jamie will lead IAA’s end-to-end advisor experience strategy. He will oversee the Relationship Management, Trading and Operations, and Technology teams, bringing these critical functions together to deliver a more seamless, proactive, and high-quality experience across every stage of the advisor journey.
Devin Stamp – Custodian and Platform Manager
Devin’s promotion reflects his success at supporting advisors through trading, operations, and client account services.
In his new role, Devin will own and advance IAA’s custodial relationships, investment platform, and trading and compensation infrastructure. He will serve as a key connector between custodians, internal teams, and external investment partners, ensuring IAA is translating platform capabilities into advisor-ready solutions.
“Jamie and Devin have both been instrumental in shaping how we support and engage our advisors,” said Robert Russo, Founder and CEO of IAA. “Their promotions reflect not only their impact, but our belief that experience is a true differentiator. We’re excited to elevate them into these roles as we continue to enhance how we serve our partner firms.”
About IAA
Independent Advisor Alliance (IAA) is a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor’s unique needs and challenges. IAA supports its partner firms with customized support services, resources, and programs designed to optimize efficiencies, reduce expenses, retain and attract clients, assist with succession planning, boost revenue, and more. For more information, visit www.independentadvisoralliance.com.
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Media Contact
Dana Ryan
Independent Advisor Alliance
+1 (888) 430-1555