Gary Copeland is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Integrity Alliance in 2020, he worked at Dempsey Lord Smith, LLC for five years. Outside of his advisory role, Copeland is president of Financial Integrity Group, a company he has led since 1984. 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.

Benjamin Greenlee is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and First Command Financial Services. Outside of his advisory work, Greenlee serves as a Brigade Observer/Controller in the United States Army Reserves and co-owns and operates a childcare center, Lightbridge Academy of Durham. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and a variety of advisory programs through discretionary accounts, model portfolios, and third-party sub-advisers.

Suad Cuturic is a financial advisor with Integrity Alliance, LLC in Urbandale, IA, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, Cuturic worked at several Cetera-affiliated firms and Wells Fargo. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a range of advisory programs through a combination of discretionary accounts, model portfolios, and third-party sub-advisers.

Laura Mc Kenzie is a financial advisor at Integrity Alliance, LLC with one year of industry experience. She holds a Series 65 designation and previously worked with American Senior Benefits for nine years. In addition to her advisory role, she owns The Retirement Resource, LLC, which focuses on fixed insurance sales and retirement planning. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, wrap and non-wrap programs, and third-party manager referrals, with a multi-faceted approach to investment advice and operational features that include dual registration as both an SEC-registered investment adviser and a broker-dealer.

Matthew Herman is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with Integrity Alliance, LLC and has previously held roles at firms including Lincoln Investment and Questar Asset Management. Outside of advising, he is involved in multiple business ventures including ownership interests in an insurance and real estate holding company as well as a marine service business. 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 third-party manager referrals, employing various investment approaches through discretionary accounts, model portfolios, and platform access.

Jeffery Feliciano is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has held previous roles at Lion Street Advisors, Lion Street Financial, and Woodbury Financial Services. Feliciano is the owner of JDF Consulting Inc., which provides consulting, management, training, and financial services related to insurance and finance. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing diverse investment approaches and platforms.

Scott Harris is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the CFP® and Series 63 designations and has worked at Integrity Alliance since 2012. Harris has also been associated with Money Advisors Group, Inc. and operates Scott S. Harris Financial Services, Inc. outside of his advisory role. Additionally, he is involved as an independent insurance agent and serves as vice president of Safe Money Strategies, a field marketing organization. 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 asset management, financial planning, retirement consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, Cetera, and Essa Bank & Trust. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio construction approaches and custodial platforms.

David Verhille is a financial advisor with Integrity Alliance, LLC and holds the ChFC® designation and Series 63 license. He has 42 years of industry experience and has held roles at Private Advisor Group, LLC and LPL Financial, among others. Outside of advisory work, he serves on the board of directors for Onward Bank & Trust and is owner and president of Hunters Ridge Development, which manages a golf course and residential real estate development. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, serving individual investors, corporations, and retirement plans through various discretionary and non-discretionary investment approaches.

Kolby Blatchford is a financial advisor at Integrity Alliance, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Woodbury Financial Services, and Prudential Insurance. Outside of his advisory role, he runs a weekly networking group to support business growth. 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 continuous asset management, financial planning, and retirement consulting using strategic, tactical, and modern portfolio approaches across various investment platforms.

John Tauss is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services since 2019 and previously spent eight years at Commonwealth Financial Network. Outside of advisory work, he owns an insurance sales business under Capital Group Inc. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting, utilizing both advisor-managed and model-based portfolios with a variety of investment approaches and custodial platforms.

Joseph Mcdowell is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lion Street Financial and FSC Securities Corporation. Outside of his advisory role, Mcdowell teaches financial education classes, owns a real estate analysis consulting business, and serves on several nonprofit boards including the Shelby County Drug Court Foundation and CrimeStoppers of Memphis and Shelby County. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting through a network of 164 independent advisers. The firm employs a range of investment approaches and provides both discretionary and model-based portfolio management using multiple custodial platforms.

John Kohles is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Gradient Wealth Management, Gradient Securities, and Allstate Insurance. Outside of advising, he serves as president and coach of the Lincoln Regulators, a nonprofit baseball team. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 advisors managing approximately $5.4 billion in client assets. The firm offers various investment approaches and services, including discretionary and non-discretionary portfolios, financial planning, and third-party manager referrals, with a dual registration as an SEC-registered investment adviser and broker-dealer.

Sarah Fowler is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation and has worked at Integrity Alliance and ASB Financial since 2021, following a 15-year tenure at Bankers Life and related entities. Outside of her advisory role, she serves as president of Fuquay Insurance, Inc., and works as a sales representative for TruPath Retirement, focusing on fixed insurance products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting services. The firm utilizes various investment approaches and platforms to build portfolios tailored to client needs while providing support services to other registered investment advisers.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lion Street Advisors, Lion Street Financial, and Wayne Hummer. Outside of his advisory role, he is a singer and songwriter with the Thirsty Boots Band. 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 asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and multiple custodial platforms.

Eduardo Iniguez is a financial advisor at Integrity Alliance, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brokers International Financial Services and J P Turner & Company LLC. Outside of his advisory role, he operates an independent insurance agency focused on fixed and health insurance products. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and qualified retirement plans with over 300 advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, utilizing a range of investment allocation strategies.

Shawn Purdy is a CFP® with 33 years of industry experience currently serving as an advisor at Integrity Alliance, LLC. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for over a decade. Outside of his advisory role, he is the sole owner of Pinnacle Ventures LLC. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. It offers a range of advisory and brokerage services to individual investors, corporations, and retirement plans, utilizing various portfolio management strategies and platforms.

Natalie Yaksick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including previous roles at LPL Financial LLC and Cetera Investment Services. Outside of her advisory work, she is involved with Yaksick Financial Services LLC, an insurance agency. Integrity Alliance serves a diverse client base with advisory and brokerage services through a large network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers various investment approaches and portfolio management solutions, combining discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Craig Rutledge is a Series 66-licensed financial advisor with 37 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at The VisionLink Advisory Group, Inc. and M Holdings Securities, Inc. since 2007. Rutledge is also the owner of VisionLink Corporate Insurance Services, which occasionally sells non-variable insurance policies, and is involved in compensation consulting and incentive plan management through VisionLink Advisory Group and VisionLink Digital. 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 asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

Jeffrey Curtis is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Curtis & Associates, Inc. since 1991 and has been with Lion Street Advisors and Lion Street Financial since 2015. Curtis also serves as a board member of Indian Hills Country Club and participates on a scholarship committee for Shawnee Mission East. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, 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, with investment advice delivered through advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.