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Jason K
Series 63, Series 65
Spring Hill, FL
Integrity Alliance, LLC
Jason Kamp is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Brokers International Financial Services, Questar Asset Management, Questar Capital Corporation, and Professional Insurance Systems. Outside of advisory work, he is involved in insurance marketing and real estate sales, and owns an insurance agency. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a network of independent advisers. The firm employs a variety of investment strategies and provides discretionary portfolio management supported by multiple custodial platforms and program sponsors.
Victor H
Series 66
Poway, CA
Integrity Alliance, LLC
Victor Hernandez is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and beginning his advisory career in 2026. He has worked in various capacities within the mortgage and banking sectors prior to joining Integrity Alliance. Hernandez is also involved as a business owner in several investment-related entities. Integrity Alliance serves a broad client base including individual investors and business entities, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm employs diverse investment approaches and provides extensive operational support, distinguishing itself as both an SEC-registered investment adviser and broker-dealer.
Charles J
Series 63, Series 65
Miami, FL
Integrity Alliance, LLC
Charles Jordan is a financial advisor with Integrity Alliance, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior firms include Lion Street Advisors, Lion Street Financial, Edcora Financial, LLC, Ba Securities, LLC, and Ashland Securities, LLC. Outside of his advisory roles, he is the owner and managing director of Edcora Financial, LLC, an investment holding company affiliated with Lion Street business activities. 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 construction approaches across multiple custodial platforms.
John D
Series 63, Series 65, Series 66
Boise, ID
Integrity Alliance, LLC
John Davis is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Integrity Alliance since 2011. Outside of his advisory role, he is involved in several business activities including owning an automotive service company and leading a benefits training and workshops firm. Integrity Alliance serves a diverse client base including high-net-worth 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, utilizing a variety of portfolio management approaches and custodial platforms.
Scott W
Series 63
Mankato, MN
Integrity Alliance, LLC
Scott Weilage is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 33 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance, and he has managed Weilage Corporation and Weilage Insurance Group for several decades. Outside of advisory work, he is president of Weilage Holdings, LLC, and Wealth Centers of America, both involved in insurance and property management activities. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans, with more than 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, utilizing diverse investment approaches across multiple platforms.
Thomas M
ChFC®, Series 63, Series 65
Washington, UT
Integrity Alliance, LLC
Thomas Miller is a financial advisor with Integrity Alliance, LLC, holding a ChFC® designation and 48 years of industry experience. He has worked with firms including Lion Street Advisors and M Holdings Securities, INC., and is the owner of The VisionLink Advisory Group, which provides compensation consulting. Outside of his advisory roles, he is involved in software businesses focused on company bonus plan management. Integrity Alliance is a large advisory enterprise serving a diverse client base that includes individual investors, corporations, and qualified retirement plans. The firm offers a range of services, including portfolio management, financial planning, and third-party manager referrals, employing various investment approaches and supporting both discretionary and non-discretionary account management.
Timothy R
Series 63, Series 66
Austin, TX
Integrity Alliance, LLC
Timothy Rolls is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He is based in Austin, TX. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through over 300 independent advisors. The firm offers portfolio management, financial planning, and a range of advisory programs, employing various investment approaches and maintaining dual registration as both an SEC-registered investment adviser and a broker-dealer.
Jeffrey D
ChFC®, Series 66
West Des Moines, IA
Integrity Alliance, LLC
Jeffrey Ditsworth is a financial advisor with Integrity Alliance, LLC, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. His career includes prior roles at firms such as Lion Street Advisors, Equitable Distributors, and UBS Financial Services. Outside of his advisory work, he owns and operates a business that manufactures and sells fly fishing rods online. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans with advisory and brokerage services. The firm manages approximately $5.4 billion in client assets and offers portfolio management, financial planning, and a range of investment approaches through discretionary accounts, model portfolios, and third-party sub-advisers.
Marvin T
CFP®, Series 63, Series 65
Urbandale, IA
Integrity Alliance, LLC
Marvin Thomson Jr. is a CFP® with 29 years of industry experience, currently serving at Integrity Alliance, LLC since 2021. His prior roles include positions at LPL Financial, Two Rivers Bank, and INVEST Financial Corp., along with 15 years as a self-employed advisor. Outside of his advisory work, he is involved in agricultural operations through Thomson Farms LLC and serves on the board of the Salvation Army in Burlington, IA. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to various third-party manager programs and credit solutions.
Christopher W
Series 66
Urbandale, IA
Integrity Alliance, LLC
Christopher Wilkinson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services, LLC since 2017. Prior to that, he was associated with Waddell & Reed and was involved with Basic Body Needs Inc for ten years. Wilkinson also serves as Vice President of Life Sales at Brokers International. Integrity Alliance serves 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, employing a range of portfolio management approaches and custodial platforms.
Paul R
Series 63, Series 65
Scituate, MA
Integrity Alliance, LLC
Paul Reidy is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Brokers International Financial Services and Capital Analysts LLC. Outside of advisory services, he is involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisory 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 range of investment approaches and third-party platforms.
Diane F
Series 66
Clayton, MO
Integrity Alliance, LLC
Diane Fredericks is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors and U.S. Bancorp Investments, Inc. She is also involved in the sale and service of fixed insurance and annuities outside her advisory work. 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 provides continuous asset management, financial planning, retirement plan consulting, and access to third‑party manager programs using a variety of portfolio management approaches.
Richard W
Series 63, Series 66
Somersworth, NH
Integrity Alliance, LLC
Richard Wasson III is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Gateway Retirement Solutions, Lincoln Investment, and Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and fundraiser director for a non-profit Little League baseball organization. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options through a large network of advisors managing approximately $5.4 billion in client assets.
Richard R
Series 63, Series 65
Jacksonville, FL
Integrity Alliance, LLC
Richard Rudinger is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes long tenure at Avantax Advisory Services and Avantax Investment Services, as well as operating his own CPA firm, R. J. Rudinger CPA, PLLC, where he serves as managing partner focused on tax preparation and accounting. He is also involved in the sales and service of fixed 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 provides asset management, financial planning, retirement plan consulting, and access to various investment programs, utilizing a range of portfolio management approaches and custodial platforms.
John S
Series 65
Shelton, CT
Integrity Alliance, LLC
John Sutfin is a Series 65-licensed advisor at Integrity Alliance, LLC with three years of industry experience. His prior work includes roles at Brokers International Financial Services and Bankers Life. In addition to his advisory work, he is involved with American Senior Benefits, where he works as a fixed insurance agent and provides retirement planning services. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent representatives. The firm offers a variety of investment strategies and support services, operating as both an SEC-registered investment adviser and a broker-dealer.
John H
ChFC®, Series 63, Series 65
Gilbert, AZ
Integrity Alliance, LLC
John Hanson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Lion Street Financial, The Leaders Group Inc, Rational Life, Investacorp Inc, and Highland Capital. Hanson is also involved in insurance product sales as an independent contractor. 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, utilizing a range of portfolio management approaches and custodial platforms.
Sean H
Series 63, Series 66
Orient, OH
Integrity Alliance, LLC
Sean Haider is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at LPL Financial, Banc One Securities Corporation, and multiple firms under the Lion Street umbrella. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.
Gabriel P
Series 66
Southlake, TX
Integrity Alliance, LLC
Gabriel Pelphrey is a Series 66-registered financial advisor with 14 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior experience includes roles at Lion Street Financial and Northwestern Mutual. He owns Strategic Legacy Partners LLC, which provides COLI BOLI deferred compensation services, and Verity Capital, where he introduces institutional investors to alternative investment opportunities. He is also owner of Stewarded, focusing on insurance investments and deferred compensation. Integrity Alliance is an enterprise firm serving 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, employing diverse investment approaches and supporting various plan services including discretionary management and ERISA 3(38) advisory roles.
Michael C
Series 65
Farmington, CT
Integrity Alliance, LLC
Michael Ciarlo is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and currently based in Farmington, CT. He has experience working at Integrity Alliance since 2026 and previously held roles at American Senior Benefits, Crooked Floor Tavern, and was engaged in full-time education for five years. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and partnering with third-party platforms and managers.
Bruce R
ChFC®, Series 63
Springfield, NJ
Integrity Alliance, LLC
Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life 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 asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.
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