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Matthew D

Series 63, Series 66

Naples, FL

Integrity Alliance, LLC

Matthew Dogali is a financial advisor with Integrity Alliance, LLC in Naples, FL. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Integrity Alliance in 2022, he worked at Lincoln Investment and Northwestern Mutual. Outside of his advisory role, he is an insurance agent for American Senior Benefits, selling and servicing fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through its 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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Matthew F

Series 63, Series 65

Johnstown, PA

Integrity Alliance, LLC

Matthew Fox is a financial advisor with Integrity Alliance, LLC in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior firms include Avantax and Cetera, among others. He is also the owner of Perspective Wealth Planning and Perspective Insurance Group, where he provides insurance and investment services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisors. The firm offers comprehensive asset management, financial and retirement plan consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Annuities ESG / Sustainable investing
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Richard O

CFP®, Series 66

Lake Elsinore, CA

Integrity Alliance, LLC

Richard Olson is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at H. Beck, Inc. for nine years before joining Integrity Alliance in 2020. Outside of his advisory role, Olson operates an independent insurance agency focused on fixed insurance products. Integrity Alliance serves 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, employing a range of portfolio management approaches across various investment vehicles.

Annuities ESG / Sustainable investing
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Colton S

Series 65

Ida Grove, IA

Integrity Alliance, LLC

Colton Skirvin is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and three years of industry experience. He has previously worked at Gladstone Wealth Partners and served in both the Iowa Air National Guard and Iowa Army National Guard. Skirvin is also the National Director of Training at Heartland Retirement Group, where he conducts training classes. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers through platforms like Envestnet and AssetMark.

Annuities ESG / Sustainable investing
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Jordy T

Series 65

Urbandale, IA

Integrity Alliance, LLC

Jordy Tickle is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Integrity Alliance, he was associated with The Heartland Retirement Group for eight years and worked at Wells Fargo Home Mortgage for two years. He is also involved in insurance sales through Heartland Retirement Group. Integrity Alliance, LLC is a large advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through over 300 independent advisers and offers a range of services including portfolio management, financial planning, and third-party manager referrals.

Annuities ESG / Sustainable investing
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Laramey J

Series 63, Series 66

Sedalia, MO

Integrity Alliance, LLC

Laramey Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Integrity Alliance, Johnson worked at Thrivent Financial and Union Pacific Railroad. Outside of advising, Johnson is the creator, writer, and host of the Christian Money Mindset podcast, which discusses financial decision-making from a biblical perspective, and serves as vice president of Redeemed Threads Consignment & Boutique, a retail and consignment business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing various portfolio management approaches and a range of investment products.

Annuities ESG / Sustainable investing
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David N

ChFC®, Series 63, Series 65

Omaha, NE

Integrity Alliance, LLC

David Nabity is a financial advisor at Integrity Alliance, LLC with over 44 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes long-term roles at Lion Street Financial and Nabity Financial Group, among others. Outside of advising, he serves as Executive Director of the Omaha Alliance for the Private Sector, a nonprofit focused on education, and is involved in Christian art and music through Testimonial Productions LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm provides a range of investment management and consulting services, utilizing various portfolio approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Nicholas B

CFP®, Series 63

Waco, TX

Integrity Alliance, LLC

Nicholas Bowman is a CFP® certificant with nine years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include several years with Lion Street Advisors and Lion Street Financial, as well as Verite Group, LLC. Outside of his advisory work, he serves as a professor of Insurance and Risk Management at John Carroll University and is active in technology and sales leadership through co-founding XCELA, Inc., which integrates artificial intelligence into business processes. Integrity Alliance, LLC is a large advisory network with more than 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers comprehensive services including portfolio management, financial planning, and third-party manager referrals, serving individual investors, corporations, and qualified retirement plans with a variety of discretionary and non-discretionary investment approaches.

Annuities ESG / Sustainable investing
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Michael M

Series 66

Cincinnati, OH

Integrity Alliance, LLC

Michael Murry is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Lion Street Advisors. Integrity Alliance serves a diverse client base, including individual investors and business entities, through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment strategies and platforms.

Annuities ESG / Sustainable investing
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Derek D

Series 63, Series 66

Lake Oswego, OR

Integrity Alliance, LLC

Derek Dukart is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lion Street Advisors, Lion Street Financial, Park Avenue Securities, and Guardian Life Insurance Company. Dukart is also the owner of Duke Financial Partners LLC, a business involved in insurance sales. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering a variety of advisory and brokerage services through multiple investment platforms and approaches.

Annuities ESG / Sustainable investing
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Joseph J

Series 66

Owasso, OK

Integrity Alliance, LLC

Joseph Jones is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has held positions at Brokers International Financial Services and Questar Asset Management, among others, and has operated his own advisory and insurance businesses since 2013. Outside of his advisory work, Jones is co-owner of a firearms sales business and serves on the fundraising board for Rogers State University Foundation. Integrity Alliance offers advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm supports a large network of over 300 independent advisors managing approximately $5.4 billion in assets, providing portfolio management, financial planning, and access to third-party managers through a variety of investment platforms.

Annuities ESG / Sustainable investing
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Eric Donlen I

Series 65

Omaha, NE

Integrity Alliance, LLC

Eric Donlen Iverson is a Series 65-licensed advisor with Integrity Alliance, LLC, based in Omaha, NE, and has been with the firm since 2025. He has prior experience in health and fixed insurance sales with American Senior Benefits. Iverson also worked in ride-sharing services from 2016 to 2018. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in assets. The firm serves a diverse client base including individuals, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment solutions.

Annuities ESG / Sustainable investing
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George P

Series 63

Philadelphia, PA

Integrity Alliance, LLC

George Papanier is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He previously worked at Lion Street Financial and AXG Advisors, where he is also an owner and handles business development. In addition to his advisory role, he owns Flagler Insurance Partners, LLC, which provides insurance coverage primarily in Florida. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.

Annuities ESG / Sustainable investing
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Tyler L

Series 63, Series 65

Green Bay, WI

Integrity Alliance, LLC

Tyler Listle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Brokers International Financial Services, LLC and Secure Retirement Solutions since 2015. Listle also operates Listle Financial and Insurance Services, LLC, which focuses on mutual funds and 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 using various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Justin B

Series 66

Los Gatos, CA

Integrity Alliance, LLC

Justin Bunger is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior work history includes positions at Lion Street Financial, Legacy Capital Group California, and Bridge Bank San Jose. 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 retirement plans through a variety of advisory and brokerage services, employing diverse investment approaches and third‑party manager referrals.

Annuities ESG / Sustainable investing
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Monte P

Series 63, Series 65

Omaha, NE

Integrity Alliance, LLC

Monte Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC. He is also involved in managing TR Financial and Peterson Investment Management, and works as an insurance agent selling fixed insurance products. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of advisors. The firm employs a variety of investment approaches and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Annuities ESG / Sustainable investing
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Michael C

Series 63, Series 65

Mobile, AL

Integrity Alliance, LLC

Michael Cowart Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with multiple firms, including Lion Street Advisors and ProEquities Inc. Cowart serves as a board member for the Coastal Alabama Chapter of The Salvation Army. Integrity Alliance is a large advisory and brokerage network with over 300 independent advisers managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, serving individual investors, corporations, and qualified retirement plans.

Annuities ESG / Sustainable investing
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Melvin P

Series 65

Tallahassee, FL

Integrity Alliance, LLC

Melvin Pope III is a financial advisor at Integrity Alliance, LLC with 43 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Lion Street Advisors and Financial Partners of North Florida, where he serves as Managing Partner and insurance advisor. Additionally, he is a board member of the Florida Life and Health Insurance Guaranty Association, overseeing matters related to insurance company rehabilitation and liquidation. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client 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 platforms.

Annuities ESG / Sustainable investing
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Erol W

ChFC®, Series 63, Series 66

Austin, TX

Integrity Alliance, LLC

Erol Woods is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience and has previously worked at firms including Lion Street Advisors, Lion Street Financial, Centaurus Financial, and Axa Advisors. 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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Nathaniel E

Series 66

Omaha, NE

Integrity Alliance, LLC

Nathaniel Edie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. He is also the owner and president of Edie Financial LLC, a business entity related to his practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Annuities ESG / Sustainable investing
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