Austin, TX Colorado St Office

Team
Updated today

Client AUM

$4,840,022,140

Clients

10,660

Advisors

19

Of 328 advisors across 193 offices

Location

300 Colorado St, Ste 2600

Austin TX 78701

Advisors at this office

19

Advisors at this office

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Andrew K

Series 65, Series 63

Austin, TX

Integrity Alliance, LLC

Andrew Kuchera is a financial advisor with Integrity Alliance, LLC in Austin, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. He previously worked at Wrightwood Advisory Group, Lion Street Financial, Triad Advisors, Arthur J Gallagher, and Kestra Financial. Outside of advisory services, he owns Wrightwood Advisory Group, where he occasionally writes life insurance policies for clients. Integrity Alliance serves a broad client base including individuals, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment approaches and platforms to meet diverse client needs.

Annuities ESG / Sustainable investing
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Nicholas B

CFP®, Series 63

Austin, TX

Integrity Alliance, LLC

Nicholas Bowman is a CFP® with eight years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Lion Street Financial and Verite Group, LLC. Outside of advisory work, he is a professor of Insurance and Risk Management for the Certified Financial Planning board at John Carroll University and is involved in technology ventures focused on artificial intelligence implementation in business processes. Integrity Alliance, LLC is an enterprise firm with 164 independent advisors serving a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers a range of investment management and consulting services, utilizing various portfolio management approaches and multiple custodial platforms.

Annuities ESG / Sustainable investing
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Erol W

ChFC®, Series 63, Series 66

Austin, TX

Integrity Alliance, LLC

Erol Woods is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience and has previously worked at firms including Lion Street Advisors, Lion Street Financial, Centaurus Financial, and Axa Advisors. 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, utilizing a range of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Lindsay B

Series 63, Series 65

Austin, TX

Integrity Alliance, LLC

Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and D.A. Davidson & Co. before joining Integrity Alliance and affiliated firms in 2025. 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 asset management, financial planning, retirement plan consulting, and access to third-party manager programs, using a range of portfolio strategies and custodial platforms.

Annuities ESG / Sustainable investing
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Andrew S

Series 63, Series 65, Series 66

Austin, TX

Integrity Alliance, LLC

Andrew Schiro III is an advisor at Integrity Alliance, LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Lion Street Advisors, Vere Global Insurance, Vere Asset Management, Inc., and MassMutual Financial Group. Outside of advising, he is a part-time author of self-help and motivational books. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, delivering investment advice through discretionary accounts, model portfolios, and third-party sub-advisers across various platforms.

Annuities ESG / Sustainable investing
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Michael S

Series 63, Series 65

Austin, TX

Integrity Alliance, LLC

Michael Scardino is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Integrity Alliance since 2025 and has prior experience at Lion Street Financial and his own firm, Scardino Insurance and Financial Services Inc. He is also the owner of Generations Wealth Advisors, LLC, where he provides financial advisory services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers continuous asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Eric S

Series 63, Series 65

Austin, TX

Integrity Alliance, LLC

Eric Stiba is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Integrity Alliance since 2025 and previously spent nine years with Lion Street Advisors and Lion Street Financial. Outside of his advisory role, he owns Calibrate Wealth Partners, a business involved in recruiting life insurance and investment advisors. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment approaches and supporting both discretionary and non-discretionary advisory relationships.

Annuities ESG / Sustainable investing
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Timothy R

Series 63, Series 66

Austin, TX

Integrity Alliance, LLC

Timothy Rolls is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, LLC. He is based in Austin, TX. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through over 300 independent advisors. The firm offers portfolio management, financial planning, and a range of advisory programs, employing various investment approaches and maintaining dual registration as both an SEC-registered investment adviser and a broker-dealer.

Annuities ESG / Sustainable investing
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Sean H

Series 63, Series 66

Austin, TX

Integrity Alliance, LLC

Sean Haider is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial for 19 years before joining Integrity Alliance and its affiliated firms in 2025. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of services such as portfolio management, financial planning, and third-party manager referrals, using multiple investment platforms and both discretionary and non-discretionary advisory approaches.

Annuities ESG / Sustainable investing
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Gabriel P

Series 66

Austin, TX

Integrity Alliance, LLC

Gabriel Pelphrey is a financial advisor at Integrity Alliance, LLC with 14 years of industry experience. He holds a Series 66 credential and has held roles at firms including Lion Street Financial and Northwestern Mutual. Pelphrey is also owner of Strategic Legacy Partners, LLC, Verity Capital, and Stewarded, entities involved in deferred compensation, alternative investments, and insurance-related services. Integrity Alliance is a large advisor network offering advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm provides portfolio management, financial planning, and access to third-party managers through multiple platforms, employing a range of investment allocation strategies.

Annuities ESG / Sustainable investing
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Digvijay G

Series 66

Austin, TX

Integrity Alliance, LLC

Digvijay Gohil is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked for Lion Street Advisors and Lion Street Financial for nine years. Outside of his advisory role, Gohil is involved in managing early child care facilities, owning and helping operate a franchise and a real estate holding LLC for these businesses. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a diverse client base including individual investors, corporations, and retirement plans, offering a range of portfolio management and financial planning services through discretionary accounts, model portfolios, and third-party sub-advisers.

Annuities ESG / Sustainable investing
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Gregory J

Series 63, Series 65

Austin, TX

Integrity Alliance, LLC

Gregory Johnson is a financial advisor at Integrity Alliance, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lion Street Financial, Ohio National Insurance Company, and THE O.N. Equity Sales Company. He is a member of the Estate Planning Team, a multidisciplinary group that collaborates on wealth preservation and estate protection strategies, including capital gains tax deferral solutions such as the Deferred Sales Trust. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm offers portfolio management, financial planning, and both discretionary and non-discretionary advisory services, utilizing a variety of investment platforms and approaches.

Annuities ESG / Sustainable investing
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Xiao C

CFP®, Series 63, Series 65

Austin, TX

Integrity Alliance, LLC

Xiao Chen is a CFP® professional with 14 years of industry experience, currently serving with Integrity Alliance, LLC. Prior to this, Chen held various roles including positions at Lion Street Financial and Transamerica Financial Advisors, Inc. Outside of financial advising, Chen is involved in community organizations such as the Chinese American Association at Greater Chicago and serves as Vice President of the Hunan Association of the Midwest USA. Chen also owns businesses in notary services and performing arts. Integrity Alliance, LLC is a large advisory firm supporting over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning services to individual investors, corporations, and qualified retirement plans, utilizing various investment approaches and platforms.

Annuities ESG / Sustainable investing
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Natalie J

Series 65

Austin, TX

Integrity Alliance, LLC

Natalie Jairath is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and experience at multiple firms including Lion Street Advisors, Kestra Advisory Services LLC, and Facet Wealth. She has worked in the financial industry since 2015. Outside of her advisory role, she is involved with Risk Strategies, where she serves in an account management capacity focusing on mid-size companies in the retirement space. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 advisors managing approximately $5.4 billion in client assets.

Annuities ESG / Sustainable investing
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Kurt S

Series 66

Austin, TX

Integrity Alliance, LLC

Kurt Scardino is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Advisors and Cardinal Health. Outside of advising, he serves on the Weimar City Council and owns an insurance business focused on Medicare and prescription drug plans. Integrity Alliance is an enterprise firm serving a diverse client base including individuals, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors, utilizing various investment strategies and platforms to meet client needs.

Annuities ESG / Sustainable investing
View complete list of advisors at this office
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