Natalie Jairath is a financial advisor with Integrity Alliance, LLC and holds a Series 65 designation. She has several years of industry experience, having worked at firms including Lion Street Advisors, Kestra Advisory Services LLC, Facet Wealth, StratWealth, & wealth, Snowden Lane Partners, and Cambridge Investment Research Inc. Outside of her advisory role, she serves as an account manager at Risk Strategies, a consulting and insurance solutions company. 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 portfolio management, financial planning, and varied advisory services through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.

Colin Steinberg is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Kingswood Capital Partners, Schechter Investment Advisers, Merrill, and Bank of America. Steinberg is also a partner at Institutional Architects, where he advises and sells insurance products. Integrity Alliance is a large advisory and brokerage firm serving individual investors, businesses, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and a variety of investment programs with both discretionary and non-discretionary approaches.

Robert Berz is a financial advisor at Integrity Alliance, LLC with 56 years of industry experience. He holds a Series 63 designation and has worked at Kestra Advisory Services, LLC and Lion Street Advisors, among other firms. Berz also owns Bluffview Insurance Group, LLC, which provides non-securities based life insurance products focused on family and business protection strategies. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors managing over $5 billion in client assets.

Chris Breeden is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Bankers Life. Outside of advisory services, he owns Breeden & Associates Tax and Business Services, LLC, providing tax planning and preparation, and is also an agent for American Senior Benefits, offering fixed insurance products. Integrity Alliance serves a broad range of clients, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a large network of over 300 advisors. The firm offers diversified investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, with a blend of strategic, tactical, and adaptive allocation approaches.

Kevin Eghrari 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 2023. In addition to his advisory role, he operates Eghrari Wealth Training LLC, where he provides investment coaching and client account management. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm employs various investment approaches and supports a range of portfolio management and financial planning services.

Kurt Scardino is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has seven years of industry experience, including roles at Lion Street Advisors and Cardinal Health. Outside of advising, he owns Generations Wealth Advisors, which offers insurance and financial planning services, and serves as a member of the Weimar City Council. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm provides portfolio management and financial planning through a network of over 300 advisors managing approximately $5.4 billion in assets, offering a range of discretionary and non-discretionary investment solutions.

James Hundman is a CFP® with 26 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked with Lion Street Advisors and Triad Advisors, Inc., and is the owner of Hundman Wealth Planning, LLC as well as Hundman Law Offices, where he provides estate planning services. Hundman also serves on the board of Foothills Caring Corps, a local nonprofit supporting elderly and disabled individuals. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management, financial planning, and consulting services, utilizing various portfolio strategies and third-party platforms.

Donald Abernethy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. He has held roles at several firms including Wealth-Rx, Lion Street, Inc., and Cadaret, Grant & Co., Inc. Outside of advising, he serves as secretary/treasurer of the Golfen Cavaliers, a social golf club, and owns business consulting and professional networking ventures. Integrity Alliance, LLC provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through multiple platforms and investment approaches.

Christian Siebert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at Principal Asset Management and various Principal affiliates from 2018 to 2025. Siebert is also involved in insurance sales and financial planning through Insurance Solutions of Iowa and Retirement Solutions of Iowa LLC. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, supporting over 300 independent advisors who manage approximately $5.4 billion in assets. The firm offers a range of services, including portfolio management, financial planning, and third-party manager referrals, utilizing multiple investment approaches and a combination of discretionary and non-discretionary account management.

Jay Sabot is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Brokers International Financial Services and Lincoln Investment Planning, Inc. In addition to his advisory role, he serves as president of ASB Retirement Solutions, Inc., where he conducts 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 a range of services such as asset management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and custodial platforms.

Deric Rees is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Integrity Alliance since 2014. In addition to his advisory role, he is involved in fixed annuity and life 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 continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio strategies and custodial platforms.

Todd Robbins is a financial advisor at Integrity Alliance, LLC with 25 years of industry experience. He has held various roles within Bankers Life and its affiliated entities from 2016 to 2020 before joining Integrity Alliance. Robbins is also the owner of Hoosier Advisor & Associates, a securities-related advisory business. Integrity Alliance is a large advisory network with over 300 investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and various investment programs through multiple platforms and a combination of discretionary and non-discretionary services.

Brian Burns is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior roles include positions at Lion Street Advisors and Securities America Advisors, Inc. Outside of advising, he is involved in fixed insurance sales and manages a small farm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing a range of investment strategies and third-party platforms.

Tracy Mchale is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work history includes roles at MML Investors Services and UFinancial Group/Mass Mutual. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets and offers a range of portfolio management and financial planning services through various platforms and investment approaches.

Jonathan Sowa is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Csenge Advisory Group, LLC, Lion Street Financial, and FSC Securities Corporation. Outside of his primary advisory role, he teaches retirement information through seminars and consults in the insurance sector as an independent agent. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers through various platforms, employing diverse allocation strategies across discretionary and non-discretionary accounts.

Paul Shortier is a CFP® professional affiliated with Integrity Alliance, LLC, with 16 years of industry experience. He previously worked at Lincoln Investment Planning and Brokers International Financial Services. Outside of investment advising, he is an insurance agent with American Senior Benefits. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting, utilizing various portfolio management approaches and custodial platforms.

Christian Laase is a CFP® with 24 years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Brokers International Financial Services, Lincoln Financial Securities Corporation, and Bankers Life, where he worked for over a decade. Outside of advisory work, Laase serves as a District Branch Manager for American Senior Benefits, recruiting and training insurance agents and financial advisors. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, operating through an extensive network of independent advisors managing approximately $5.4 billion in assets.

Ross Ferrin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Integrity Alliance, LLC since 2025. He has previously worked at Lion Street Advisors and Financial, Park Avenue Securities, Guardian Life Insurance, and Equitable Advisors. Outside of his advisory role, Ferrin is a silent partner in a golf club rental business and serves as a board member for Outfitters for Christ, a nonprofit that connects youth development with outdoor ranch activities. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services to individual investors, corporations, and qualified retirement plans, utilizing a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Lovlean Purewal is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. She has two years of industry experience and has previously worked at Lion Street Advisors, Morgan Stanley, UBS, and DFA of California. 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 portfolio management, financial planning, and access to third-party sub-advisers through various platforms.

Justin Kratzer is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and seven years of industry experience. He has operated Kratzer Advisory Group, LLC since 2017 and serves as a Reserve Artillery Officer in the United States Marine Corps. Integrity Alliance supports 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 strategies and custodial platforms.