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Richard F

Series 63, Series 65

Naples, FL

Integrity Alliance, LLC

Richard Frick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including previous roles at Morgan Stanley and Gladstone Institutional Advisory LLC. He is also involved with Gladstone Wealth Group, providing administrative services to the independent investment advisory firm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans with a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, and operates as both an SEC-registered investment adviser and broker-dealer.

Annuities ESG / Sustainable investing
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Kurtis T

Series 63, Series 66

Urbandale, IA

Integrity Alliance, LLC

Kurtis Thompson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Integrity Alliance since 2008. In addition to his advisory role, he works as an independent insurance agent and serves as Senior Vice President of Sales and Marketing for The Achievement Group, focusing on recruiting and marketing efforts. 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 management approaches across multiple custodial platforms.

Annuities ESG / Sustainable investing
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John L

Series 63, Series 66

Laguna Hills, CA

Integrity Alliance, LLC

John Limpert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Brokers International Financial Services since 2007 and operates John Limpert Financial & Insurance Services, Inc. Additionally, he is involved as an independent insurance agent and owns a tax preparation business managed by a tax professional. Integrity Alliance serves a broad client base, including individuals, corporations, and qualified retirement plans, through a large network of over 300 advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing strategic, tactical, or adaptive investment approaches across multiple platforms.

Annuities ESG / Sustainable investing
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Robert R

ChFC®, Series 63, Series 65

Laguna Niguel, CA

Integrity Alliance, LLC

Robert Rainey is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Lion Street Advisors and Visionlink Corporate Insurance Services, where he has been involved for nearly two decades. Outside of his advisory work, Rainey is engaged in compensation consulting through VisionLink Advisory Group, Inc. and develops software solutions for corporate bonus and incentive plan management. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a diverse range of investment options including advisor-managed accounts, model portfolios, and third-party sub-advisers, supported by comprehensive operational capabilities and insurance services.

Annuities ESG / Sustainable investing
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Manuel F

Series 65

Weston, FL

Integrity Alliance, LLC

Manuel Figueroa is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services and MML Investors Services Inc/MassMutual, where he worked for over a decade. Outside of advising, he serves as a police officer and is a board member for both the Police Officer Assistance Trust and the Coconut Grove Arts Festival. 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 offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Datta Prasad J

Series 63, Series 65

Plainfield, IL

Integrity Alliance, LLC

Datta Prasad Janamanchi is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. Outside of his advisory role, he is involved in life and health insurance sales through multiple business activities. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a large network of advisors, offering a variety of portfolio management and financial planning services alongside third-party manager referrals.

Annuities ESG / Sustainable investing
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Stephen T

Series 66

Mobile, AL

Integrity Alliance, LLC

Stephen Thompson is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Bank of America, and Merrill. Thompson is also involved with 22nd State Wealth Management, which provides financial and investment services in Mobile, Alabama. 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 discretionary and non-discretionary investment approaches and third-party platforms.

Annuities ESG / Sustainable investing
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Diana L

CFP®, Series 66

Parsippany, NJ

Integrity Alliance, LLC

Diana Longo is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Integrity Alliance, LLC. She has worked at Solomon Wealth Solutions, LLC, Next Financial Group, Inc., and Solomon Financial LLC, among other firms. Outside of her advisory role, she owns Innovative Divorce Services, LLC, where she provides divorce financial analysis and serves as a mediator in alternative dispute resolution. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple custodial platforms.

Annuities ESG / Sustainable investing
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Jose F

Series 63, Series 65

Tyler, TX

Integrity Alliance, LLC

Jose Feliciano Jr. is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Lion Street Advisors and Woodbury Financial Services. Outside of advising, he is involved with the Jose Feliciano Foundation as a director and promoter of charity events, and he is also an author and keynote speaker. Integrity Alliance operates as a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and both discretionary and non-discretionary investment services through multiple platforms and approaches.

Annuities ESG / Sustainable investing
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Julian S

Series 66

Austin, TX

Integrity Alliance, LLC

Julian Saldana is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has 19 years of industry experience and has previously worked with Lion Street Advisors, Kestra Investment Services, MassMutual, and MetLife Securities. Outside of his advisory role, he is a personal rental property owner. 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 third-party manager programs using various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Derek W

Series 65

Urbandale, IA

Integrity Alliance, LLC

Derek Wilkerson is a Series 65-licensed advisor at Integrity Alliance, LLC with seven years of industry experience. Prior to joining Integrity Alliance in 2019, he worked at Tucker Asset Management LLC for one year and has also been self-employed for over a decade. Outside of his advisory role, Wilkerson serves as President of Trio Wealth Advisory, a wealth management firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, 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 various investment approaches and supporting both discretionary and non-discretionary account structures.

Annuities ESG / Sustainable investing
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Michael M

Series 65

Farmington, CT

Integrity Alliance, LLC

Michael Munson is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at American Senior Benefits and Perry Baseball, and he coaches youth baseball for an AAU travel program in Connecticut. Integrity Alliance is a large advisory firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches and platform partnerships.

Annuities ESG / Sustainable investing
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Mark M

CFP®, Series 63

Imperial, PA

Integrity Alliance, LLC

Mark Martin is a CFP® professional with 37 years of industry experience. He is currently affiliated with Integrity Alliance, LLC and has previously worked at Brokers International Financial Services, Bfc Planning, and Securities Management & Research, Inc. Martin serves as secretary and past president of a local Shriners chapter and is an ordained minister who officiates wedding ceremonies. Integrity Alliance is a large advisory and brokerage 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 various portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Annuities ESG / Sustainable investing
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Adam T

Series 63, Series 65

Tyler, TX

Integrity Alliance, LLC

Adam Todd is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, previously working at firms including Lion Street Advisors, Woodbury Financial Services, and Madison Avenue Securities. Outside of his advisory roles, Todd serves as chairman of the finance council for a Catholic student center nonprofit and is a trustee of the East Texas Catholic Foundation, which manages endowments for the Roman Catholic Diocese of Tyler. Integrity Alliance is a large advisory and brokerage firm serving a diverse client base, including individual investors, corporations, and retirement plans. The firm operates a network of over 300 advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various program options through multiple platforms and investment approaches.

Annuities ESG / Sustainable investing
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Scott W

Series 66

Bolingbrook, IL

Integrity Alliance, LLC

Scott Wei is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Integrity Alliance, he was with Lion Street Advisors and Lion Street Financial. Wei is also the owner of Dentdelioun LLC, where he has worked as an insurance agent since 2011. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm provides a variety of investment solutions including discretionary accounts, model portfolios, and third-party manager referrals across multiple platforms.

Annuities ESG / Sustainable investing
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James B

Series 63, Series 65

Glastonbury, CT

Integrity Alliance, LLC

James Beyer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, and Bankers Life. Outside of his advisory work, he serves as a deacon at Faith Baptist Church, assisting church members in need. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting 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.

Annuities ESG / Sustainable investing
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Burt S

ChFC®, Series 63

Heath, TX

Integrity Alliance, LLC

Burt Snover is a ChFC® with 37 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has held roles at Brokers International Financial Services, Fund Architects, and Foresight Financial Group. Outside of advisory work, he serves as president of Comp Edge Financial, a wholesaling and insurance marketing firm. 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, utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
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Ernest S

Series 63

Waco, TX

Integrity Alliance, LLC

Ernest Stiba Jr. is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the Series 63 designation and has previously worked at Lion Street Advisors, Lion Street Financial, Stiba Financial Group, Inc., and WS Griffith Securities, Inc. He is an owner of Stiba Wealth Management LLC and participates as a referral source in an estate planning team that connects clients with legal and tax professionals for wealth preservation strategies. 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 a diverse client base including individual investors, corporations, and qualified retirement plans, offering a range of portfolio management, financial planning, and brokerage services with multiple investment approaches.

Annuities ESG / Sustainable investing
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Alycia R

Series 65

Plains Twp, PA

Integrity Alliance, LLC

Alycia Rodriguez is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Legacy Financial LLC, Bankers Life and Casualty Company, and Aveanna Healthcare. Integrity Alliance 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 through various platforms, employing a range of investment approaches and maintaining dual registration as an SEC-registered adviser and broker-dealer.

Annuities ESG / Sustainable investing
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James S

Series 66

Charleston, SC

Integrity Alliance, LLC

James Spires is a financial advisor with Integrity Alliance, LLC in Charleston, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, he worked at Charles Schwab & Co., Inc. for three years. Outside of his advisory role, he has engaged in automotive sales activities, including traveling to various sites to support operations and sales efforts. Integrity Alliance operates as 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 a range of investment program options supported by multiple platforms and a variety of allocation strategies.

Annuities ESG / Sustainable investing
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