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Andrew B

Series 65

Wethersfield, CT

Integrity Alliance, LLC

Andrew Borner is a Series 65 licensed financial advisor with Integrity Alliance, LLC, where he has worked since 2026. He previously worked at Olde Liberty Insurance, LLC from 2013 to 2022 and provided transition consulting for Olde Liberty Insurance from 2023 to 2025. Additionally, he is involved with CTBorn Ins LLC, a business he has been part of since 2023. Integrity Alliance is a large advisory enterprise with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals to individuals, corporations, and retirement plans, using a variety of advisory approaches and platforms.

Annuities ESG / Sustainable investing
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Stephen V

Series 65

Smithtown, NY

Integrity Alliance, LLC

Stephen Valenti is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at Mark S. Eghrari & Associates, PLLC and Futterman, Lanza & Pasculli, LLP. Valenti is also an associate attorney at Mark S. Eghrari & Associates, PLLC, an estate planning law firm. 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 using a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Noah B

Series 63, Series 65

Fremont, NH

Integrity Alliance, LLC

Noah Behrend is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts, Lincoln Investment, IAMS Wealth Management, Royal Alliance Associates, and JHFN SII. Outside of advisory services, he owns Birch Tree Benefits, a group benefits and individual 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 asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of investment strategies and custodial platforms.

Annuities ESG / Sustainable investing
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Joseph M

Series 65

Coconut Creek, FL

Integrity Alliance, LLC

Joseph Markham is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds a Series 65 designation and has prior career experience including roles at Legend FMO and BBR Sales. Outside of his advisory work, he is president of a commercial roofing business and a boat rental company, where he occasionally captains vessels on weekends. Integrity Alliance is a large advisor network serving a broad client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through various platforms, employing a range of investment approaches.

Annuities ESG / Sustainable investing
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Jeff J

Series 66, Series 65

Bend, OR

Integrity Alliance, LLC

Jeff Jewett is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Brokers International Financial Services since 2019 and operates the Jeff Jewett Financial Group, providing advisory and fixed insurance services. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and multiple investment programs through both discretionary and non-discretionary approaches.

Annuities ESG / Sustainable investing
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Christopher B

Series 65, Series 63

Beaufort, SC

Integrity Alliance, LLC

Christopher Blahut is a financial advisor with Integrity Alliance, LLC and holds Series 65 and Series 63 licenses. He has 19 years of industry experience, including roles at Lion Street Advisors and Pruco Securities. Blahut is also involved with Income & Estate Planning LLC, where he advises clients on risk management using insurance products. Integrity Alliance serves a broad client base comprising individual investors, corporations, and retirement plans. The firm operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various advisory programs through multiple platforms and strategies.

Annuities ESG / Sustainable investing
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Sean L

CFP®, Series 63, Series 65

Macungie, PA

Integrity Alliance, LLC

Sean Lyons is a CFP®-certified financial advisor with 27 years of industry experience, currently with Integrity Alliance, LLC. He previously worked at M Holdings Securities Inc for 10 years and operates Deep Draft Consulting, LLC. Lyons is also the owner of WBT STRATEGY, LLC, an insurance sales business. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services, utilizing a variety of portfolio management approaches and third-party platforms.

Annuities ESG / Sustainable investing
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John J

ChFC®, Series 63, Series 66

Edinburg, TX

Integrity Alliance, LLC

John Jett is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including roles at Brokers International Financial Services and MML Investors Services LLC. Outside of his advisory work, he is an owner of Jett Financial Group, LLC, which provides individual and group life and health insurance and fixed annuities, as well as a 50% owner of Jett Realty Group, PLLC. 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 planning, and consulting services, utilizing a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Peter P

Series 63, Series 65

Weston, FL

Integrity Alliance, LLC

Peter Pecci is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Financial West Group, and Kovack Advisors, Inc. Outside of his advisory work, Pecci is involved in community service through Rotary International and serves on the board of directors for the local YMCA. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management and financial planning, utilizing discretionary accounts, model portfolios, and third‑party sub-advisers through platforms like Envestnet and AssetMark.

Annuities ESG / Sustainable investing
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Andrei M

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Andrei Murphy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has been associated with Brokers International Financial Services, LLC, Insurance Solutions of Iowa Inc, Insurance Solutions of Iowa LLC, and Reserve National Insurance Co since 2013. Outside of his advisory role, Murphy serves as a board director for the Indianola Chamber of Commerce. 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 and retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches across multiple platforms.

Annuities ESG / Sustainable investing
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Elizabeth E

Series 66

Rogers, AR

Integrity Alliance, LLC

Elizabeth Evans is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Integrity Alliance, LLC since 2016 and also works with Ozark Tax & Advisory Group. Integrity Alliance, LLC 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, and retirement plan consulting using both advisor-managed and model-based portfolios across multiple platforms.

Annuities ESG / Sustainable investing
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Mark E

Series 65

Smithtown, NY

Integrity Alliance, LLC

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Brokers International Financial Services since 2023 and operates Eghrari Wealth Training LLC and Mark S Eghari & Associates PLLC, which he founded in 1998. Outside of advisory work, he is an attorney specializing in estate planning and is engaged in recruiting and training attorneys to become investment adviser representatives. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platform solutions.

Annuities ESG / Sustainable investing
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Alexander S

Series 63, Series 66, Series 65

Cedar Park, TX

Integrity Alliance, LLC

Alexander Sweeney is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He previously worked at The Vanguard Group and has been involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of investment advisory and brokerage services, including portfolio management and financial planning, utilizing various allocation strategies and third-party managers.

Annuities ESG / Sustainable investing
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Raoul B

Series 63, Series 66

Stanley, ND

Integrity Alliance, LLC

Raoul Brandt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes roles at Brokers International Financial Services, Wealth Plus of the Dakotas, Capital Financial Services, Senior Asset Preservation Services, and BBH Insurance. He serves as president of BBH Insurance Inc., owns Senior Asset Preservation Services, and is a board member of the North Dakota Western Area Water Supply; he is also president of the Stanley Lions Club. 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, utilizing a range of investment approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Kenneth G

ChFC®, Series 66

Highland, UT

Integrity Alliance, LLC

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Lion Street Advisors and Lion Street Financial, as well as longstanding involvement with Visionlink Corporate Insurance Services and The VisionLink Advisory Group, where he also serves as Senior Vice President managing marketing and client meetings. Integrity Alliance supports 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 plan consulting utilizing various portfolio management approaches and multiple custodial platforms.

Annuities ESG / Sustainable investing
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Lindsay B

Series 63, Series 65

Larchwood, IA

Integrity Alliance, LLC

Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Edward Jones, D.A. Davidson & Co., Lion Street Financial, and Lion Street Advisors. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a variety of platforms and investment approaches.

Annuities ESG / Sustainable investing
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Robert R

ChFC®, Series 63, Series 65

Elgin, IL

Integrity Alliance, LLC

Robert Richardson is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience and has worked with firms including IZALE Financial Group and Lion Street Advisors. Outside of advisory work, he owns an online retail business, Cultivated Community LLC. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio construction approaches across multiple custodial platforms.

Annuities ESG / Sustainable investing
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Daniel H

CFA®, Series 66

Haverhill, MA

Integrity Alliance, LLC

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Annuities ESG / Sustainable investing
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Gregory B

Series 63, Series 65

Fairfield, OH

Integrity Alliance, LLC

Gregory Burch is a financial advisor at Integrity Alliance, LLC with 29 years of industry experience. Prior to joining Integrity Alliance in 2025, he worked at L.M. Kohn & Company for 29 years and has been president of Lighthouse Agency, a securities and insurance firm, since 1996. He holds Series 63 and Series 65 licenses. 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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Anh H

Series 65

Rome, GA

Integrity Alliance, LLC

Anh Hamilton is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including SGL Financial, LLC, NS Capital LLC, and Wealth Financial Advisory Services, LLC. He is also the owner of Intellectual Business Solutions, LLC, where he provides wealth planning and insurance services. Integrity Alliance is a large enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a network of over 300 independent advisors, offering portfolio management, financial planning, and both discretionary and non-discretionary investment solutions.

Annuities ESG / Sustainable investing
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