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Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Jack C

Series 66

Mission, KS

Integrity Alliance, LLC

Jack Curtis is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Alliance since 2025 and has been involved with Lion Street Financial and Curtis & Associates since 2018. Outside of his advisory role, Curtis is engaged in providing financial services, including insurance, retirement plans, and investment advisory through Curtis & Associates. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a large network of independent advisers. The firm employs a variety of portfolio management approaches and utilizes multiple custodial platforms and program sponsors to support client services.

Annuities ESG / Sustainable investing
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Michael K

Series 63, Series 65

Mission, KS

Integrity Alliance, LLC

Michael Kimbell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors and Lion Street Financial for 10 years. Outside of advising, he serves as a board member of Saint George Serbian Orthodox Church and is involved in managing several family trusts. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers various investment management and consulting services, utilizing both advisor-managed and model-based portfolios with a range of asset allocation strategies.

Annuities ESG / Sustainable investing
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Donald H

Series 66

Jackson, MS

Integrity Alliance, LLC

Donald Hughes is a financial advisor with Integrity Alliance, LLC in Jackson, MS, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for over a decade. Outside of his advisory role, Hughes is an owner and producer at William Morris Advisors, LLC, which operates as a marketing company related to fixed insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting through a network of independent advisors using various portfolio management approaches and third-party platforms.

Annuities ESG / Sustainable investing
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Kyle S

Series 65, Series 63

Aberdeen, SD

Integrity Alliance, LLC

Kyle Schwan is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been associated with Schwan Financial Group and Kovack Securities since 2016 and worked at Game Ready, Inc. from 2014 to 2016. Outside of his advisory roles, Schwan serves as a member of the Presentation College Foundation involved in academic affairs. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, business entities, and qualified retirement plans. The firm operates as a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and various program options supported by multiple investment platforms.

Annuities ESG / Sustainable investing
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Matthew B

Series 65, Series 63

Waco, TX

Integrity Alliance, LLC

Matthew Boudreaux is a financial advisor with Integrity Alliance, LLC in Waco, TX, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His prior firms include Lion Street Financial, Cambridge Investment Research, NYLIFE Securities, New York Life Insurance Co., and MassMutual Financial Group. He serves as a board member of the Hewitt Chamber of Commerce. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, with investment advice delivered through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
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Eric R

Series 63, Series 65

Greensboro, GA

Integrity Alliance, LLC

Eric Rader is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at several firms including Lion Street Advisors, The Leaders Group, Inc., and Clearpoint Advisors, LLC. Outside of his advisory roles, he serves as a board member for his local homeowners association and is involved in executive benefit consulting and insurance planning through Clearpoint Advisors, LLC. Integrity Alliance is a large advisory and brokerage firm serving a diverse client base including individual investors, corporations, and qualified retirement plans. The firm manages assets through a network of over 300 independent advisers and offers portfolio management, financial planning, wrap programs, and third-party manager referrals, utilizing a variety of investment approaches and platforms.

Annuities ESG / Sustainable investing
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Joseph B

Series 63, Series 65

Newtown Square, PA

Integrity Alliance, LLC

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Annuities ESG / Sustainable investing
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Paolo P

Series 63, Series 65

Newport Beach, CA

Integrity Alliance, LLC

Paolo Pacana is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and beginning his industry career in 2026. He previously worked at Lockton Affinity for five years and served with Knights of Columbus for a decade. Integrity Alliance operates as a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through various investment approaches and platforms.

Annuities ESG / Sustainable investing
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Bruce H

Series 63

Sunbury, OH

Integrity Alliance, LLC

Bruce Hull is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Lion Street Advisors. Outside of his advisory work, he owns ClearCo Restoration, a painting and power washing services business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Annuities ESG / Sustainable investing
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Ryan P

Series 66

Aberdeen, SD

Integrity Alliance, LLC

Ryan Patnoe is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has eight years of industry experience and previously worked with Schwan Financial Advisors, LLC and Kovack Advisors Inc. Outside of his advisory roles, he spent over a decade associated with Pine Hills Golf Course. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering a range of portfolio management and financial planning services through various platforms and investment approaches.

Annuities ESG / Sustainable investing
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Lorilee J

Series 63, Series 65

Boise, ID

Integrity Alliance, LLC

Lorilee Jones is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Cetera Advisors LLC for five years before joining Integrity Alliance in 2018. Jones serves on the board of the Meridian Food Bank and participates in community and healthcare advisory councils in the Boise area. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm combines advisory and brokerage services, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Annuities ESG / Sustainable investing
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Salvatore L

Series 65, Series 66, Series 63

Springfield, PA

Integrity Alliance, LLC

Salvatore Lauri is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including W&S Brokerage Services and Edward Jones. Lauri also serves as a full-time staff manager at Western & Southern Life. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of advisory and brokerage services to individuals, corporations, and qualified retirement plans, utilizing various investment strategies and platforms.

Annuities ESG / Sustainable investing
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Clay H

Series 63

Leander, TX

Integrity Alliance, LLC

Clay Howell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Lion Street Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, Howell is an independent insurance agent specializing in life and health insurance planning for individuals and businesses. Integrity Alliance is a large advisor network serving individual and institutional clients, offering portfolio management, financial planning, and access to various investment platforms. The firm operates with a dual registration as both an SEC-registered investment adviser and a broker-dealer, providing a range of advisory and brokerage services to a broad client base.

Annuities ESG / Sustainable investing
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Daniel L

Series 63, Series 65

Punta Gorda, FL

Integrity Alliance, LLC

Daniel Lodes is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2013 to 2017. He also operates Wealth Advisor Group, which provides financial services and insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management techniques and custodial platforms.

Annuities ESG / Sustainable investing
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Tyler K

Series 65

Somersworth, NH

Integrity Alliance, LLC

Tyler Kretschmar is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He previously worked at Lincoln Investment and Capital Analysts. Additionally, he is an agent with American Senior Benefits, providing insurance services to clients. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a mix of discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
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Andrea H

Series 65, Series 63

Montrose, CO

Integrity Alliance, LLC

Andrea Hancock is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to her current role, she worked at GLP Investment Services, LLC and has experience in insurance and real estate through Hancock Insurance Agency and Altha Team at Keller Williams. Outside of financial advising, she operated Reflections Web Design for over a decade. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and supporting a range of client advisory needs.

Annuities ESG / Sustainable investing
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Cynthia T

Series 63, Series 66, Series 65

Goodyear, AZ

Integrity Alliance, LLC

Cynthia Tornetta is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. Her prior experience includes roles at The Vanguard Group, Voya Investment Management, Bankers Life Securities, and FBL Financial Group. Integrity Alliance serves individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services and employs diverse investment approaches supported by multiple third-party platforms.

Annuities ESG / Sustainable investing
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Jessica P

Series 63, Series 66

Tyler, TX

Integrity Alliance, LLC

Jessica Plath is a financial advisor with Integrity Alliance, LLC based in Tyler, TX. She holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Merrill and JP Morgan. Outside of her advisory work, she is connected through family to an agricultural equipment rental business, though she is not directly involved. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides a range of asset management, financial planning, and consulting services, utilizing multiple investment approaches and platforms.

Annuities ESG / Sustainable investing
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Stephen E

Series 63, Series 65

Nashville, TN

Integrity Alliance, LLC

Stephen Enoch is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at firms such as Lion Street Advisors, Securities America, and Highland Capital Brokerage. Outside of his advisory work, he owns the intellectual property of the late Lewis Grizzard and is involved in life insurance sales through Bluffview Insurance Group. Integrity Alliance, LLC is a large advisory and brokerage network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and access to third-party managers through various platforms, employing multiple investment strategies and providing both discretionary and non-discretionary services.

Annuities ESG / Sustainable investing
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