Mallory Hall is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Integrity Alliance, LLC and has prior experience at Lion Street Financial, LLC and Wells Fargo Clearing Services. Outside of her advisory role, she serves as a trustee for a family trust. Integrity Alliance is a large advisory enterprise 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 various investment platforms, serving individual investors, businesses, and qualified retirement plans.

Zachary Hamilton is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Financial and Hornor Townsend & Kent Inc. Outside of his advisory role, he serves as chairman of the board for St. Francis House, a charitable organization, and is a board member of the Cannon Beach Conference Center, a Christian retreat and conference center. Integrity Alliance serves a wide range of clients including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management techniques and custodial platforms.

Jack Bell is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Lion Street Financial, Lion Street Advisors, and Financial Forum, Inc. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network with over 300 independent representatives and offers portfolio management, financial planning, and third-party manager referrals across multiple investment platforms.

Grant Monson is a CFP® professional with 20 years of industry experience. He is currently with Integrity Alliance, LLC and previously worked at Lion Street Advisors and Penn Mutual. He serves as a board chairman for a charity organization. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a range of investment management and consulting services through a network of independent advisers.

Seth Jones is a financial advisor at Integrity Alliance, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at Lion Street Financial, Umpqua Bank, and US Bank. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a wide range of clients including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs.

Joshua Whelan is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at Alterra Advisors, Lion Street Advisors, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent, Inc. Outside of advising, he is the owner of Alterra Advisors, which operates as a life, disability, and health insurance brokerage. 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 various investment programs, utilizing both advisor-managed and model-based portfolio approaches.