Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Thomas K

Series 65, Series 63

Smithtown, NY

Integrity Alliance, LLC

Thomas Kellerman is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at firms including Stark & Stark, P.C. and JP Morgan Securities. Kellerman is also an associate attorney specializing in estate planning and trusts. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm supports a large network of independent advisors managing over $5 billion in assets and offers portfolio management, financial planning, and access to third-party managers across various investment platforms.

Annuities ESG / Sustainable investing
user avatar
firm logo

Kevin E

Series 65

Smithtown, NY

Integrity Alliance, LLC

Kevin Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Brokers International Financial Services, Allergenis, and Kinesso. He is also involved in Eghrari Wealth Training LLC, where he provides investment coaching and client account management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers continuous asset management, financial planning, and access to third-party manager programs, utilizing a range of portfolio management approaches across multiple custodial platforms.

Annuities ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")