Integrity Alliance, LLC

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. 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 comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Erik Blase is a Series 65-licensed advisor with Integrity Alliance, LLC, based in Urbandale, IA, and has three years of industry experience. His career includes roles at Legacy Financial Group, Beacon Capital Management, Sammons Financial Group, and Independent Wealth Network. He also worked with Run Pure Sports, indicating involvement outside traditional financial services. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of investment services including portfolio management, financial planning, and third-party manager referrals, utilizing various allocation strategies and supported by platforms such as Envestnet and AssetMark.

Jack Curtis is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Alliance since 2025 and has been involved with Lion Street Financial and Curtis & Associates since 2018. Outside of his advisory role, Curtis is engaged in providing financial services, including insurance, retirement plans, and investment advisory through Curtis & Associates. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a large network of independent advisers. The firm employs a variety of portfolio management approaches and utilizes multiple custodial platforms and program sponsors to support client services.

Michael Kimbell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors and Lion Street Financial for 10 years. Outside of advising, he serves as a board member of Saint George Serbian Orthodox Church and is involved in managing several family trusts. 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 various investment management and consulting services, utilizing both advisor-managed and model-based portfolios with a range of asset allocation strategies.

Donald Hughes is a financial advisor at Integrity Alliance, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services and Securian Financial Services. Outside of his advisory role, he is the owner of William Morris Advisors, LLC, a marketing company associated with fixed insurance business. Integrity Alliance provides advisory and brokerage services to individual and institutional clients, managing approximately $5.4 billion in assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and third-party manager referrals, utilizing various investment approaches across discretionary and non-discretionary accounts.

Kyle Schwan is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Schwan Financial Group and Kovack Securities since 2016 and previously worked at Game Ready, Inc. He is also a member of the Presentation College Foundation, involved in academic affairs. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and access to both wrap and non-wrap programs alongside third-party manager referrals.

Matthew Boudreaux is a financial advisor with Integrity Alliance, LLC in Waco, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Lion Street Financial, Cambridge Investment Research, NYLIFE Securities, New York Life Insurance, and MassMutual Financial Group. Boudreaux serves on the board of the Hewitt Chamber of Commerce and provides tax preparation consulting through Align Financial Solutions. Integrity Alliance, LLC is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and retirement plans through a variety of portfolio management and financial planning services, employing multiple investment approaches and offering both advisory and brokerage capabilities.

Eric Rader is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lion Street Financial, The Leaders Group, and Clearpoint Advisors, where he is also an owner and president specializing in executive benefit consulting and insurance planning. Outside of his advisory work, he serves on the homeowners association board for his residence in Greensboro, GA. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services using various investment approaches and supports both discretionary and non-discretionary account management.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Paolo Pacana is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and beginning his industry career in 2026. He previously worked at Lockton Affinity for five years and served with Knights of Columbus for a decade. Integrity Alliance operates as a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through various investment approaches and platforms.

Bruce Hull is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and six years of industry experience. He has previously worked at Prudential Insurance Company of America and Lion Street Financial. Outside of advising, he owns ClearCo Restoration, a business providing painting and power washing services. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a network of over 300 advisors managing approximately $5.4 billion in client assets.

Ryan Patnoe is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has eight years of industry experience and previously worked with Schwan Financial Advisors, LLC and Kovack Advisors Inc. Outside of his advisory roles, he spent over a decade associated with Pine Hills Golf Course. Integrity Alliance is a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering a range of portfolio management and financial planning services through various platforms and investment approaches.

Lorilee Jones is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Cetera Advisors LLC for five years before joining Integrity Alliance in 2018. Jones serves on the board of the Meridian Food Bank and participates in community and healthcare advisory councils in the Boise area. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm combines advisory and brokerage services, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Salvatore Lauri is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life, where he served as a full-time staff manager. Lauri holds Series 63, 65, and 66 licenses. Integrity Alliance is an enterprise firm 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 both wrap and non-wrap programs to individual investors, corporations, and qualified retirement plans.

Clay Howell is a financial advisor with Integrity Alliance, LLC and holds a Series 63 designation. He has 32 years of industry experience with prior roles at Mass Mutual Investors Services, Metlife Securities, and New England Securities. Howell is also an independent insurance agent specializing in life, accident, and health insurance planning for individuals and businesses. Integrity Alliance is an enterprise advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisors managing approximately $5.4 billion in client assets and offers a range of portfolio management, financial planning, and third-party manager services.