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Danial J
Series 66
Platteville, WI
Integrity Alliance, LLC
Danial Johnson is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Brokers International Financial Services since 2022 and has a background in retail sales and guest service leadership at Kwik Trip Inc. outside the investment industry. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management, financial planning, and consulting services through a network of 164 independent advisers. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party manager programs.
Robert M
Series 63, Series 65
Gasburg, VA
Integrity Alliance, LLC
Robert Martini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Martini Financial Services, Inc. and Madison Avenue Securities, Inc., among other firms. Outside of advisory work, he is involved in the sales and service of fixed insurance products through Martini Financial Services. 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 retirement plan consulting, utilizing a range of portfolio management approaches and access to third-party manager programs and credit solutions.
Samson C
CFP®, Series 63, Series 65, Series 66
San Ramon, CA
Integrity Alliance, LLC
Samson Chan is a CFP® with 28 years of industry experience, currently serving as an advisor at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and PEAK360 Wealth Management, where he is also the owner. Chan serves on the board of a private educational nonprofit, Acton Academy East Bay. 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 services including portfolio management, financial planning, and both wrap and non-wrap programs, servicing individual investors, corporations, and qualified retirement plans.
Jeffrey W
Series 65, Series 63
Omaha, NE
Integrity Alliance, LLC
Jeffrey Wallace is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Brokers International Financial Services, Cambridge Investment Research Advisors, and The Olson Group. Wallace also operates Wallace Insurance Sales, where he sells fixed annuities and various insurance products. Integrity Alliance is a large advisory and brokerage enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms and supports both discretionary and non-discretionary investment approaches.
Gabrielle B
Series 65
Newtown Square, PA
Integrity Alliance, LLC
Gabrielle Bruno is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and one year of industry experience. She is also the sole proprietor of Angel Army Associates, LLC, a law firm, and works as a caregiver with Samaritans At Last, LLC. Prior to her current roles, she held positions at Jauregui Law Firm, Robertson Center for Constitutional Law, and Regent University School of Law. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of investment approaches and custodial platforms.
Jimmy B
Series 65
Longwood, FL
Integrity Alliance, LLC
Jimmy Bejarano is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brokers Financial since 2022 and has been involved with Florida Legacy Advisors since 2015. Outside of advisory work, he manages a team of seven agents in the fixed insurance sales business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.
Elizabeth H
Series 63, Series 65
San Ramon, CA
Integrity Alliance, LLC
Elizabeth Husserl is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Lion Street Advisors, PEAK360 Wealth Management, Evolve Wealth Planning, and Ameritas Investment Corp. Outside of advisory work, she is an author and speaker focused on behavioral finance, based on her book *The Power of Enough: Finding Joy in Your Relationship to Money*. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio construction approaches and custodial platforms.
Martin K
Series 66
Memphis, TN
Integrity Alliance, LLC
Martin Koonce is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and two years of industry experience. He has worked with multiple firms including Csenge Advisory Group and Lion Street Financial. Outside of advising, he serves as Executive Director and Development Director for Harmony Project International, supporting fundraising and strategic decisions for LivingStone International University in Uganda. 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 retirement consulting, utilizing a variety of investment approaches and custodial platforms.
Joshua K
Series 65
Hendersonville, NC
Integrity Alliance, LLC
Joshua Knights is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, and also has nine years with American Senior Benefits. Knights is the owner and founder of Knights Family LLC, a tax and accounting business supporting his insurance and securities activities. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a wide range of clients, including individuals, corporations, and retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment strategies.
Daniel G
Series 65
Urbandale, IA
Integrity Alliance, LLC
Daniel Gombrich is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Gladstone Wealth Partners and Gradient Securities LLC. Outside of his advisory role, he is involved in insurance sales through multiple entities, including Heartland Retirement Group and Gombrich Consulting, LLC. Integrity Alliance, LLC is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers, delivering investment advice through discretionary accounts, model portfolios, and various allocation strategies.
Wayne C
Series 65
Taylors, SC
Integrity Alliance, LLC
Wayne Carrick is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brokers International Financial Services since 2021 and US First Federal since 2015. Outside of advisory work, he is also active as an insurance agent specializing in fixed insurance sales. 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 asset management, financial planning, and retirement plan consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.
Mihailo J
Series 63, Series 65
Fresno, CA
Integrity Alliance, LLC
Mihailo Jovanovic is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles in insurance sales and financial advisory services, as well as involvement in soccer coaching and training through MJ Soccer. He has also worked with firms such as Midland National and World Financial Group. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm manages a diverse range of client assets through discretionary accounts, model portfolios, and third-party sub-advisers, and offers both investment management and financial planning services.
Myles S
Series 66
Omaha, NE
Integrity Alliance, LLC
Myles Shonsey is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services, LPL Financial, Truck Center Companies, and Midland University. Shonsey serves as a board member for the Omaha Country Club Caddie Alumni Association, where he helps plan meetings and events. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple platforms.
Cory W
Series 66
Urbandale, IA
Integrity Alliance, LLC
Cory Watson is a financial advisor at Integrity Alliance, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked for Cambridge Investment Research Advisors, Inc. for 11 years. Outside of his advisory role, he offers subscription access to an investing algorithm through Rule of 72 Trading. 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, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio construction approaches and custodial platforms.
Jeorge G
Series 66, Series 63
Tyler, TX
Integrity Alliance, LLC
Jeorge Garcia is a financial advisor with Integrity Alliance, LLC in Tyler, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Lion Street Financial, JPMorgan Chase Bank, and JP Morgan Securities LLC. Garcia is also involved in real estate through J Garcia Realty LLC. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and retirement plans through a network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and third-party manager referrals, utilizing various investment approaches and delivering services through multiple platforms.
Attilio F
Series 63, Series 65
Farmington, CT
Integrity Alliance, LLC
Attilio Foschini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Brokers International Financial Services and Lincoln Investment. Outside of his advisory role, he is involved in managing several insurance and fixed insurance sales businesses, including serving as regional sales manager for American Senior Benefits and managing the Foschini Group. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches and utilizing multiple custodial platforms.
Hugh D
Series 63, Series 65
Fountain Hills, AZ
Integrity Alliance, LLC
Hugh Duke is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Brokers International Financial Services LLC. He is also involved with Penn Mutual in a non-variable insurance capacity. 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 asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches across multiple custodial platforms.
James L
CFP®, Series 66
Palm Beach Gardens, FL
Integrity Alliance, LLC
James Larschan Sr. is a CFP® with 44 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked at Brokers Financial since 2020 and previously spent nearly three decades at Northwestern Mutual Investment Management and The Northwestern Mutual Life Insurance Company. Larschan is also president of Wealth Planning Consultants, a life insurance and financial planning firm he founded in 1998. 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 and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.
Christopher S
CFP®, Series 63, Series 65
Glen Allen, VA
Integrity Alliance, LLC
Christopher Stewart is a CFP® professional with 31 years of industry experience, currently serving at Integrity Alliance, LLC. He previously worked at Brokers International Financial Services, LLC and Lincoln Financial Securities Corporation. Stewart is also a notary public and offers life insurance products through Fidelity Insurance Agency of VA. 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 asset management, financial planning, and retirement consulting using various portfolio strategies and access to multiple custodial platforms and third-party programs.
Daniel H
Series 65
Urbandale, IA
Integrity Alliance, LLC
Daniel Hostetler is a Series 65-licensed advisor with three years of industry experience, currently affiliated with Integrity Alliance, LLC. His work history includes roles at Lion Street Advisors, Hostetler Financial LLC, Arthur J Gallagher, First National Insurance Agency, and Arkin Youngentob Associates. Integrity Alliance serves a broad range of clients including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.
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