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Anthony P

Series 65

Urbandale, IA

Integrity Alliance, LLC

Anthony Peck is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Heartland Retirement Group and Mary Greeley Medical Center. Outside of his advisory role, he is the owner and CEO of ACP Financial LLC, a fixed insurance business. 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 various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Daniel J

Series 63, Series 65

Marquette, MI

Integrity Alliance, LLC

Daniel Jeffries is an advisor at Integrity Alliance, LLC with Series 63 and Series 65 credentials. He has been working in the financial services industry since 2024, including roles at Hantz Financial Services and Flourish Financial Partners. In addition to his advisory work, he prepares tax returns and discusses tax savings strategies with clients through Ledford Tax & Financial Services. 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 investment approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Jeffrey Y

Series 63, Series 65

Wichita, KS

Integrity Alliance, LLC

Jeffrey Yoder is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at several firms including Kestra Advisory and Lion Street Financial, and has operated Yoder Financial Group since 2004, focusing on fixed insurance business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, with a variety of investment approaches available through platforms like Envestnet and AssetMark.

Annuities ESG / Sustainable investing
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Nicholas P

Series 65

Farmington, CT

Integrity Alliance, LLC

Nicholas Pitruzzello is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at American Senior Benefits and Aflac. Outside of his advisory role, he is the founder and operator of Payment Solutions of CT, an ATM service provider. 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 a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Tricia F

Series 63, Series 65

Westerly, RI

Integrity Alliance, LLC

Tricia Fiore is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Avantax Advisory Services and related entities for seven years and operates Tricia Fiore CPA, LLC, providing tax planning, preparation, bookkeeping, and payroll services. 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 range of investment management and consulting services, utilizing various portfolio strategies and custodial platforms.

Annuities ESG / Sustainable investing
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Benjamin H

Series 63, Series 66

Ellicott City, MD

Integrity Alliance, LLC

Benjamin Hostetler is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lion Street Financial, Commonwealth Financial Network, and Virtus Wealth Solutions. Hostetler is also the owner of Hostetler Financial LLC, a financial advisory firm. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various program options, utilizing multiple platforms and investment approaches to support a broad client base.

Annuities ESG / Sustainable investing
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Brian N

Series 63, Series 65

Las Vegas, NV

Integrity Alliance, LLC

Brian Newman is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Fidelity Investments. Outside of his advisory role, he is involved in life insurance sales. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services, utilizing multiple investment platforms and strategies, and operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.

Annuities ESG / Sustainable investing
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Sean K

ChFC®, Series 63, Series 65

Hunt Valley, MD

Integrity Alliance, LLC

Sean Kelly is a ChFC® with 40 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Integrity Alliance since 2025 and previously held roles at Lion Street Advisors, Lion Street Financial, and Kestra Financial Services. Kelly serves as a board member of the Baltimore Area Council of the Boy Scouts of America and is President-Elect of the Baltimore Estate Planning Council for 2025-2026. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and third-party manager referrals to a diverse client base, including individual investors, corporations, and qualified retirement plans.

Annuities ESG / Sustainable investing
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Cody J

Series 66

Fargo, ND

Integrity Alliance, LLC

Cody Jochim is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Lion Street Financial and Thrivent Financial. Outside of his advisory role, he serves as the President of the Kiwanis Club of Fargo, a local service organization focused on improving the lives of children. Integrity Alliance operates as a large advisor network with over 300 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 advisory programs through multiple platforms and investment approaches.

Annuities ESG / Sustainable investing
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Walker P

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Walker Person is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Integrity Alliance since 2025 and previously spent over a decade with The Leaders Group Inc and VIP Insurance. Outside of his advisory role, he occasionally sells insurance to friends and family on a commission basis. 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 continuous asset management, financial and retirement plan consulting, and access to various third-party manager programs, using a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Andrew K

Series 65, Series 63

Austin, TX

Integrity Alliance, LLC

Andrew Kuchera is a financial advisor at Integrity Alliance, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wrightwood Advisory Group, Lion Street Financial, Triad Advisors, Arthur J Gallagher, and Kestra Financial. Outside of his advisory role, he is the owner of Wrightwood Advisory Group, LLC, where he consults on Non-Qualified Plans and occasionally assists clients with life insurance policies. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers diverse investment solutions, including discretionary and non-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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Joseph Y

Series 63

Cherryhill, NJ

Integrity Alliance, LLC

Joseph Yocavitch is a financial advisor at Integrity Alliance, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked previously with Guardian Life Insurance Co. and Park Ave Securities. Outside of advising, he provides continuing education credits to CPAs and is an author of client-focused financial books. 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 variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Mallory H

CFP®, Series 66

Bellevue, WA

Integrity Alliance, LLC

Mallory Hall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. Prior to joining Integrity Alliance, she worked at Lion Street Advisors, LLC and Wells Fargo Advisors, LLC. Outside of her advisory role, she acts as a trustee for a family trust. 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 and custodial platforms.

Annuities ESG / Sustainable investing
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Willard G

ChFC®, Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Willard Gombert is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and previously worked at Voya Financial Advisors and has been involved with The Financial Architects since 1999. Outside of his advisory work, he co-owns WHAZZUP, LLC, a business unrelated to investments. 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 and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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John H

Series 66

Middleburg, FL

Integrity Alliance, LLC

John Hargraves is a financial advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Valic Financial Advisors. He is also an independent insurance agent with a long tenure in sales and service of fixed insurance products. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans through a diverse range of portfolio management and financial planning services. The firm operates as both an SEC-registered investment adviser and a broker-dealer, supporting a broad mix of discretionary and non-discretionary investment approaches.

Annuities ESG / Sustainable investing
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Todd S

CFP®, Series 63

Mount Pleasant, WI

Integrity Alliance, LLC

Todd Schober is a CFP® professional with 40 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Advisors, Risk Strategies Co, LPL Financial, Johnson Bank, and Invest Financial Corporation. In addition to his advisory work, he assists clients with life, disability, and long-term care planning through his role at Risk Strategies Co. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and consulting services, utilizing a range of investment strategies and platforms.

Annuities ESG / Sustainable investing
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Matthew M

Series 66

Omaha, NE

Integrity Alliance, LLC

Matthew Medlock is a financial advisor with Integrity Alliance, LLC, holding a Series 66 license and five years of industry experience. His prior work includes roles at LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors. Outside of his advisory work, he is also licensed as an insurance agent 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 offers a variety of investment management and consulting services, employing multiple portfolio strategies and utilizing custodial platforms to support reporting, trading, and administration.

Annuities ESG / Sustainable investing
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John C

Series 66

Plains Twp, PA

Integrity Alliance, LLC

John Cyprich is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has nine years of industry experience, previously working at Bankers Life Securities, Inc. and Bankers Life and Casualty. He is also a partner in Keystone Legacy Financial LLC, where he manages an insurance marketing agency and writes insurance policies. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Annuities ESG / Sustainable investing
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Kalvin J

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Kalvin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes roles at Brokers International Financial Services, Gladstone Wealth Partners, and Gradient Wealth Management. Outside of his advisory duties, he is involved in insurance sales and manages several insurance-related businesses. 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 through multiple platforms, employing various allocation approaches and supporting customized plan services.

Annuities ESG / Sustainable investing
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David W

CFP®, Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

David Warrick is a CFP® with 41 years of industry experience, currently affiliated with Integrity Alliance, LLC. He has worked at Brokers International Financial Services since 2013 and operates J C Warrick & Co. Inc. since 2003. In addition to his advisory work, he is involved in tax preparation and insurance services through his own business activities. 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 advisors. The firm employs various portfolio management approaches and provides access to multiple custodial platforms and third-party programs.

Annuities ESG / Sustainable investing
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