Allen Lakner is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory work, Lakner is an instructor for NEHI Firearms Training LLC, where he provides firearms training and certification. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment programs through various platforms and approaches.

Daniel Arreola is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Brokers International Financial Services since 2018, following a year at Lincoln Financial Advisors and two years as a self-employed business owner at Arreola Agency, Inc. Outside of advising, he owns and operates HEC Cares Insurance Agency, offering accident and health, Medicare, and traditional life insurance. Integrity Alliance serves a diverse clientele 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 various investment strategies and custodial platforms.

Paul Shockley is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His previous roles include positions at Lion Street Financial, Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Outside of his advisory work, he is involved in an investment club and works in life insurance sales targeting high-net-worth clients. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, through a large network of independent advisors managing over $5 billion in assets. The firm offers portfolio management, financial planning, and access to various investment platforms, blending discretionary and non-discretionary approaches across multiple strategies.

David Duggan is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Integrity Alliance since 2017 following prior roles at Brookstone Capital Management LLC and Broker Dealer Financial Services Corp. Outside of advising, he owns and operates ATS Tax Service, a tax preparation business. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of over 340 independent advisors managing approximately $5.4 billion in assets. The firm employs a variety of investment approaches and offers portfolio management, financial planning, and third-party manager referrals.

Theodore Boyes is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Kestra Financial Services, Inc. from 2016 to 2018. In addition to his role at Integrity Alliance, he is also an advisor at Legend Wealth Management, LLC, where he provides investment management and financial planning services. Integrity Alliance is a large advisor network offering advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a range of portfolio management strategies and third-party sub-advisers, and operates with unique features such as dual registration as an SEC-registered investment adviser and broker-dealer.

Casey Nelson is a financial advisor with Integrity Alliance, LLC in Fargo, ND, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Ameritas Investment Corp. and several affiliated financial services firms. Outside of advisory work, he is involved in life and health insurance sales through a separate brokerage entity. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm supports both advisor-managed and model-based portfolios, utilizing a range of investment strategies and custodial platforms.

Richard Rugel 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 Prudential Insurance Company of America and AllState Insurance Company. He also coordinates annuity and life sales through Advisors Insurance Brokers. 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 approaches across multiple custodial platforms.

Jesse Taylor is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at several financial firms including Lion Street Financial and Ameritas Investment Corp., and has maintained concurrent roles at multiple organizations throughout his career. Outside of his advisory roles, he has been involved with Border States Electric since 2017. Integrity Alliance is an enterprise-level firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse clientele that includes individual investors, corporations, and qualified retirement plans, offering a range of services such as portfolio management, financial planning, and both wrap and non-wrap programs through various platforms and investment approaches.

Scott Kelley is a financial advisor with Integrity Alliance, LLC, holding a ChFC® designation and regulatory Series 63 and 66 licenses. He has 35 years of industry experience, including prior roles at Brooker Wealth Management, Lion Street Advisors, PEAK360 Wealth Management, and Ameritas Life Insurance Corp. He is also an independent insurance agent. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services using various investment approaches, supported by multiple platforms and third-party managers.

Andrew Verhille is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First MainStreet Insurance, Lion Street Financial, and TrueNorth Companies. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves a diverse client base, offering portfolio management, financial planning, and a range of investment programs through various platforms and strategies.

Brandon Bose is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Brokers International Financial Services, Gladstone Wealth Partners, and Gradient Securities, LLC. Bose is also involved in managing fixed insurance businesses as President of Bose Financial and Managing Partner at Heartland Retirement Group. 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 a broad range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Trevon Kanavy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been self-employed since 2000 and has worked with Brokers International Financial Services since 2009. Kanavy also owns TL Capital, Inc. and operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and third-party manager referrals. The firm employs a variety of investment approaches and integrates advisory and brokerage services within a large network of over 300 independent advisors managing approximately $5.4 billion in assets.

Patricia Monilaws is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Park Avenue Securities for 20 years prior to joining Integrity Alliance. Outside of her advisory work, she owns Halvorson Investment Inc and serves as clerk/treasurer for Wheatland ND Township; she is also involved with the Red River Valley Estate Planning Council, coordinating speakers and events. Integrity Alliance is a large advisor network serving individual and institutional clients with advisory and brokerage services. The firm manages approximately $5.4 billion in client assets and offers a range of portfolio management and financial planning solutions through various platforms, operating as both an SEC-registered investment adviser and broker-dealer.

Shennoah Miller is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Avantax Advisory Services, Cetera, and Infinex Investments. Miller is also involved with Perspective Wealth Planning, LLC as a relationship manager. Integrity Alliance serves a diverse client base that includes individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.

Xiao Chen is a CFP® professional with 14 years of industry experience, currently advising at Integrity Alliance, LLC. Prior to joining Integrity Alliance, Chen held roles at Transamerica Financial Advisors, Lion Street Financial, and related entities. Outside of finance, Xiao Chen is involved in community organizations including serving as Vice President of the Hunan Association of the Midwest USA and as a board member of the Chinese American Association at Greater Chicago. Chen also owns a performing arts business focused on music and acting. Integrity Alliance is a large advisor network providing advisory and brokerage services to individuals, corporations, and retirement plans. The firm offers various investment management approaches, including advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers, supported by a range of operational features such as dual SEC registration and affiliated insurance distribution.

William Dudley is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 credential and has worked with Lion Street Financial as well as independently as a sales contractor. Outside of advisory roles, Dudley consults for small pharmaceutical companies and is involved with LifeRoc Capital, assisting clients with life settlement transactions. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, employing diverse investment approaches and supports both advisory and brokerage functions.

Joshua Whelan is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at Alterra Advisors, Lion Street Advisors, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent, Inc. Outside of advising, he is the owner of Alterra Advisors, which operates as a life, disability, and health insurance brokerage. 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, retirement consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

David Chesner is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including a decade at Lion Street Financial and extensive involvement as a partner and physician at Rheumatic Disease Associates since 1998. Chesner also provides estate and financial planning consulting services to physicians through The Financial Group of Philadelphia. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, offering a wide range of advisory and brokerage services through a network of independent advisors managing approximately $5.4 billion in assets. The firm combines discretionary accounts, model portfolios, and third-party sub-advisers with both strategic and adaptive allocation approaches.

Ricardo Pertierra is a financial advisor with Integrity Alliance, LLC, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Integrity Alliance since 2016 and has been involved with Principal Protection Corp. since 2005. Outside of his advisory role, he is president and owner of Capital Protection Group, a firm that sells fixed annuities, life insurance, and long-term care insurance. Integrity Alliance is a large advisory network serving a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, with investment advice delivered through various managed account platforms and approaches.