Jamie Ta is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Integrity Alliance, LLC. Jamie has been associated with Retirement Planning Advisors, Inc. since 2012. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through multiple platforms.

Gabriel Epstein is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Lion Street Advisors and Kestra Investment Services. Epstein is a minority owner of Lion Street, Inc., a network of life insurance professionals. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans. It operates a large advisor network managing approximately $5.4 billion in client assets, providing portfolio management, financial planning, and access to third-party managers through various platforms.

Christina Lee is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. Before joining Integrity Alliance in 2025, she worked at Lion Street Financial and SA Stone Wealth Management among other firms. Outside of advising, she serves as an adjunct instructor teaching economics and owns an insurance brokerage business. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and retirement plans with over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment approaches through discretionary accounts, model portfolios, and third-party sub-advisers, supported by extensive operational and regulatory capabilities.

Virginia Stegeman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. She previously held roles at Country Trust Bank, Country Insurance & Financial Services, and affiliated companies from 2002 to 2023. Outside of her advisory work, she teaches insurance continuing education courses and serves as Secretary Treasurer for a local business networking group. 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 comprehensive asset management, financial planning, and retirement plan consulting using a variety of investment approaches and custodial platforms.

Jacob Cramond is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and four years of industry experience. He has worked previously at U.S. Bancorp Investments, Inc., U.S. Bank, Kovack Securities, Inc., and Schwan Financial Advisors, LLC. Outside of his advisory role, Cramond serves as a board member of United Way and Aberdeen Parks & Recreation, and he is head coach of a youth hockey program. Integrity Alliance provides advisory and brokerage services to 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 portfolio management, financial planning, and various program types, utilizing multiple investment platforms and strategies, while also operating as both an SEC-registered investment adviser and broker-dealer.

Peter Brock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Integrity Alliance since 2018 and has been involved with Benefit Source Inc and Brock Financial Services since 2011. Outside of his advisory work, he is engaged in fixed insurance lines including life, health, long-term care, and disability insurance. 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 plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Carie Heckler is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Lion Street Advisors, Lion Street Financial, LPL Financial, WFG Advisors, and Equitable Advisors. Outside of her advisory role, she serves on the board of a homeowners association in Dallas, TX. Integrity Alliance operates as a large advisor network, providing advisory and brokerage services to a diverse client base including 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 allocation strategies and serving both discretionary and non-discretionary account needs.

Dean Listle is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Brokers International Financial Services since 2014 and at SRS LLC since 2013. Listle is also a member of Secure Retirement Solutions LLC, where he is involved in fixed insurance and securities 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 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.