Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jessica P
Series 63, Series 66
Tyler, TX
Integrity Alliance, LLC
Jessica Plath is a financial advisor with Integrity Alliance, LLC based in Tyler, TX. She holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Merrill and JP Morgan. Outside of her advisory work, she is connected through family to an agricultural equipment rental business, though she is not directly involved. 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 a range of asset management, financial planning, and consulting services, utilizing multiple investment approaches and platforms.
Jeorge G
Series 66, Series 63
Tyler, TX
Integrity Alliance, LLC
Jeorge Garcia is a financial advisor with Integrity Alliance, LLC in Tyler, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Lion Street Financial, JPMorgan Chase Bank, and JP Morgan Securities LLC. Garcia is also involved in real estate through J Garcia Realty LLC. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and retirement plans through a network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and third-party manager referrals, utilizing various investment approaches and delivering services through multiple platforms.
Jose F
Series 63, Series 65
Tyler, TX
Integrity Alliance, LLC
Jose Feliciano Jr. is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Lion Street Advisors and Woodbury Financial Services. Outside of advising, he is involved with the Jose Feliciano Foundation as a director and promoter of charity events, and he is also an author and keynote speaker. Integrity Alliance operates as a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and both discretionary and non-discretionary investment services through multiple platforms and approaches.
Adam T
Series 63, Series 65
Tyler, TX
Integrity Alliance, LLC
Adam Todd is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, previously working at firms including Lion Street Advisors, Woodbury Financial Services, and Madison Avenue Securities. Outside of his advisory roles, Todd serves as chairman of the finance council for a Catholic student center nonprofit and is a trustee of the East Texas Catholic Foundation, which manages endowments for the Roman Catholic Diocese of Tyler. Integrity Alliance is a large advisory and brokerage firm serving a diverse client base, including individual investors, corporations, and retirement plans. The firm operates a network of over 300 advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various program options through multiple platforms and investment approaches.
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.
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 Terms of Service and 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")
Finding advisors...
Find a financial advisor
Based on your filters