2026

  • June 18, 2026
  • Gabby Tschirky

Visionary Square Launches Integrated Service Team to Elevate Advisor Support and Accelerate Growth

 Specialized service model delivers proactive guidance, streamlined operations, and tailored support for independent advisors. CHARLOTTE, NC — June 18, 2026 — Visionary Square announced today the launch of its new Integrated Service Team, a dedicated support model designed to provide independent advisors with direct access to specialized expertise, efficient communication, and enhanced operational support. The initiative [...]

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  • June 11, 2026
  • Gabby Tschirky

Visionary Square Expands Community Involvement Through Carolina Grizzlies Sponsorship

 Firm supports youth development, teamwork, and growth through local summer basketball partnership.  Visionary Square is proud to announce its sponsorship of the Carolina Grizzlies basketball team for the upcoming summer season, reinforcing the firm’s commitment to supporting growth, confidence, and community involvement.  “At Visionary Square, we believe big visions start with opportunities to learn, compete, [...]

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  • May 21, 2026
  • Gabby Tschirky

Visionary Square Welcomes Avondale Wealth Advisors

 CHARLOTTE, NC — May 21, 2026 — Visionary Square today announced the addition of Avondale Wealth Advisors to its network of partner firms   Founded to serve those who are building something bigger than themselves, whether a thriving business, a strong family, or a lasting legacy, Avondale Wealth Advisors is known for its personalized approach to financial planning and [...]

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  • March 17, 2026
  • Gabby Tschirky

Defining the Future of Independence: IAA Rebrands as Visionary Square

 New identity reflects the firm’s evolution into a destination firm for advisors seeking support, partnership, and execution of vision.  CHARLOTTE, N.C. - March 17, 2026 - Independent Advisor Alliance (IAA), one of the nation’s leading hybrid RIAs supporting independent financial advisors, today announced it has rebranded as Visionary Square, marking a significant milestone in the [...]

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  • March 3, 2026
  • Gabby Tschirky

More than 25% of Independent Advisor Alliance Advisors Named to LPL Financial’s 2025 Distinguised Advisor List

CHARLOTTE, N.C. - March 03, 2026 - Independent Advisor Alliance (IAA) today announced that 73 advisors across its national network of partner firms have been recognized by LPL Financial as Distinguished Financial Advisors, an honor reserved for advisors who set the standard for excellence in financial guidance.* With more than a quarter of IAA-affiliated advisors [...]

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  • February 24, 2026
  • Gabby Tschirky

IAA Announces Key Internal Promotions

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 [...]

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