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Lucas L

Series 65

Green Bay, WI

Integrity Alliance, LLC

Lucas Listle is a financial advisor with Integrity Alliance, LLC based in Green Bay, WI, holding a Series 65 designation and seven years of industry experience. He also owns Listle Financial and Retirement Planning, LLC, a bookkeeping business, and teaches a Financial Peace University course at his local church. Prior to joining Integrity Alliance’s network, he worked at Brokers International Financial Services and Secure Retirement Solutions. Integrity Alliance is a large advisor network with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and access to third‑party managers through multiple platforms and investment approaches.

Annuities ESG / Sustainable investing
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Garrett M

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Garrett Manning is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Rocket Pro, and Farm Bureau Financial Services. Outside of his advisory work, he is a partner and investor in a sports management 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, and retirement plan consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Annuities ESG / Sustainable investing
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Mark M

Series 65

Olathe, KS

Integrity Alliance, LLC

Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. 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 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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Charlie G

ChFC®, Series 63, Series 65, Series 66

Urbandale, IA

Integrity Alliance, LLC

Charlie Gipple is a financial advisor at Integrity Alliance, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining Integrity Alliance in 2019, he worked at CG Financial Group, North American Life, and Partners Advantage Insurance. Outside of his advisory role, Gipple is the owner of CG Financial Group, a brokerage firm focused on educating insurance agents about life insurance and fixed annuity products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of independent advisers, utilizing a range of portfolio strategies and multiple custodial platforms.

Annuities ESG / Sustainable investing
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Raghu T

Series 63, Series 65

Ashburn, VA

Integrity Alliance, LLC

Raghu Thota is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Thota’s background includes roles at Transamerica Financial Advisors, Cognizant Technology Solutions, and various entrepreneurial ventures such as Alluri Realty and Ensure Home Loans. He is also involved in life insurance sales and mortgage loan origination. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in assets and offers diverse investment solutions through discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
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Chad P

Series 63

Omaha, NE

Integrity Alliance, LLC

Chad Peterson is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has been involved with The Tagger Rutherford Group since 1994. Outside of his advisory role, he serves as President and Owner of CRP Wealth Management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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John E

Series 65, Series 63

Olathe, KS

Integrity Alliance, LLC

John Erny is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Central Trust Bank, LPL Financial, and Infinex Investments. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs through a large network of independent advisors managing approximately $5.4 billion in client assets.

Annuities ESG / Sustainable investing
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Nolan P

Series 66

San Ramon, CA

Integrity Alliance, LLC

Nolan Parker is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at Lion Street Financial and Fremont Bank. Nolan has also been involved in managing client relationships related to life insurance through PEAK360 Wealth Management. Integrity Alliance serves a broad client base, offering advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets, with investment approaches that include discretionary accounts, model portfolios, and third-party manager referrals.

Annuities ESG / Sustainable investing
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Michael S

Series 63

Omaha, NE

Integrity Alliance, LLC

Michael Shonsey is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 54 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has operated Shonsey Wealth Management since 2007. In addition to advisory work, he is also licensed as an insurance agent. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Michael L

ChFC®, Series 63, Series 65

Platteville, WI

Integrity Alliance, LLC

Michael Lisle is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently with Integrity Alliance, LLC and has prior experience at Brokers International Financial Services and Mutual/United of Omaha Insurance Company. Lisle also owns Lisle Financial Group LLC, an investment and insurance services business. 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 continuous asset management, financial planning, and access to multiple investment platforms and third-party manager programs.

Annuities ESG / Sustainable investing
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Trevor L

Series 63, Series 66

Carlsbad, CA

Integrity Alliance, LLC

Trevor Lattin is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Lion Street, Inc. and Executive Benefit Solutions, where he is also an owner involved in health and life insurance sales. He serves as a board member for Last Race Ranch, a nonprofit organization providing new homes for retired racehorses. 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, financial planning, and retirement consulting services, utilizing multiple platforms and investment approaches tailored to client needs.

Annuities ESG / Sustainable investing
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James A

CFP®, ChFC®

Mountain Lakes, NJ

Integrity Alliance, LLC

James Apostolico is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, The Leaders Group Inc, and Integrated Financial Planning. Outside of advisory services, he owns The IFP Group, Inc, which provides life, fixed annuity, and health insurance products. 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 offers asset management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies and platforms.

Annuities ESG / Sustainable investing
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David E

Series 65

Mechanicsville, VA

Integrity Alliance, LLC

David Evans is a financial advisor at Integrity Alliance, LLC, holding a Series 65 designation. He has been with Integrity Alliance since 2026 and has 18 years of experience in the insurance industry through Evans Insurance. He also owns Evans Advisory Group, which operates as the securities arm of his practice, keeping his investment and insurance services separate. Integrity Alliance, LLC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Annuities ESG / Sustainable investing
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Richard L

Series 65

San Antonio, TX

Integrity Alliance, LLC

Richard Law Jr. is a Series 65 licensed financial advisor with Integrity Alliance, LLC, based in San Antonio, TX, and has seven years of industry experience. Prior to joining Integrity Alliance in 2026, he worked at Regal Investment Advisors, LLC for seven years. Outside of advising, he is active as a soccer referee under the business Richard Law Sports Official. Integrity Alliance serves 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 a large advisor network managing over $5 billion in assets, utilizing various discretionary and model portfolio approaches.

Annuities ESG / Sustainable investing
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Rebecca N

Series 63, Series 65

Mission Viejo, CA

Integrity Alliance, LLC

Rebecca Napier is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Integrity Alliance since 2025 and has held various roles at Visionlink Financial Advisors, Inc., The VisionLink Advisory Group, Inc., and Lion Street Financial. Outside of her advisory work, she is involved in compensation consulting and third-party administration with The VisionLink Advisory Group, Inc. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Annuities ESG / Sustainable investing
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Martin M

Series 63, Series 65

Fresno, CA

Integrity Alliance, LLC

Martin Mccann IV is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Integrity Alliance in 2018, he worked at OneAmerica Securities, Inc. and American United Life. Outside of his advisory role, he is involved in fixed insurance sales and co-owns a business that buys and sells used high-end cars. 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 various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Danny H

Series 63, Series 65

Akron, OH

Integrity Alliance, LLC

Danny Horn is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Brokers International Financial Services, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and WRP Investments. He is also the owner of a sole proprietorship, Senior Capital 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 approaches and custodial platforms to meet client needs.

Annuities ESG / Sustainable investing
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Amanda R

Series 63, Series 65

Denver, CO

Integrity Alliance, LLC

Amanda Reynolds is a financial advisor with Integrity Alliance, LLC in Denver, Colorado. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Integrity Alliance, she worked briefly at BFC Planning, Inc. and Securities Management & Research, Inc., and she has been associated with Huff and Associates Inc. for over two decades. Outside of her advisory role, she owns and manages Honey B's Macaron, a bakery 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, and consulting services using a variety of investment approaches and platforms.

Annuities ESG / Sustainable investing
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Adrian M

Series 63, Series 65

Freeland, PA

Integrity Alliance, LLC

Adrian Malave is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Keystone Legacy Financial, Bankers Life Securities, and Northwestern Mutual Investment Services. Integrity Alliance is a large advisory network with over 300 independent investment advisor representatives managing approximately $5.4 billion in client assets. The firm serves a broad client base ranging from individual investors to corporations and qualified retirement plans, offering portfolio management, financial planning, and access to third-party managers across various investment platforms.

Annuities ESG / Sustainable investing
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Austin D

Series 66

Wichita, KS

Integrity Alliance, LLC

Austin David is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Securities America Advisors, and Lionstreet Advisors. Austin also operated as an insurance agent for a decade. 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 a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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