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James H

CFP®, Series 63, Series 65

Scottsdale, AZ

Integrity Alliance, LLC

James Hundman is a CFP® with 26 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked with Lion Street Advisors and Triad Advisors, Inc., and is the owner of Hundman Wealth Planning, LLC as well as Hundman Law Offices, where he provides estate planning services. Hundman also serves on the board of Foothills Caring Corps, a local nonprofit supporting elderly and disabled individuals. 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 a range of investment management, financial planning, and consulting services, utilizing various portfolio strategies and third-party platforms.

Annuities ESG / Sustainable investing
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Michael P

CFP®, Series 66

Scottsdale, AZ

Integrity Alliance, LLC

Michael Peterson is a CFP® professional with nine years of industry experience currently associated with Integrity Alliance, LLC. He previously worked at Impact Wealth Management LLC and Bankers Life Advisory Services, among other firms. In addition to his advisory role, Peterson is involved in insurance brokerage with Key Retirement Solutions. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 independent advisors. The firm offers a range of investment and financial planning services utilizing discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Annuities ESG / Sustainable investing
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