Mallory Hall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. Prior to joining Integrity Alliance, she worked at Lion Street Advisors, LLC and Wells Fargo Advisors, LLC. Outside of her advisory role, she acts as a trustee for a family trust. 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.

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 Series 63 and Series 65 licenses and has previously worked at Lion Street Financial, Lion Street Advisors, Financial Forum, Inc., and Digital Observer Inc. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisory network with over 300 independent representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and a range of investment programs through multiple platforms and approaches.

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 and holds a Series 66 designation. His prior work includes roles at Lion Street Financial, Umpqua Bank, and US Bank. Integrity Alliance is an enterprise advisory firm serving individual investors, corporations, and qualified retirement plans. The firm manages roughly $5.4 billion in client assets through over 300 independent advisors and offers portfolio management, financial planning, and third-party manager referrals using a variety of investment approaches and platforms.

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.