Johnstown, PA Eisenhower Blvd Office

Matthew Fox is a financial advisor with Integrity Alliance, LLC in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior firms include Avantax and Cetera, among others. He is also the owner of Perspective Wealth Planning and Perspective Insurance Group, where he provides insurance and investment services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisors. The firm offers comprehensive asset management, financial and retirement plan consulting, and access to various investment programs, utilizing both advisor-managed and model-based portfolio approaches.

Natalie Yaksick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including previous roles at LPL Financial LLC and Cetera Investment Services. Outside of her advisory work, she is involved with Yaksick Financial Services LLC, an insurance agency. Integrity Alliance serves a diverse client base with advisory and brokerage services through a large network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers various investment approaches and portfolio management solutions, combining discretionary accounts, model portfolios, and third-party sub-advisers across multiple platforms.

Keith Fetzer is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at Perspective Insurance Group, Cetera, and a CPA practice where he provides tax preparation and accounting services. Outside of his advisory duties, he manages Musser Forests Inc., handling accounting and business management functions. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing discretionary accounts, model portfolios, and third-party sub-advisers, supported by both advisory and brokerage capabilities.

Shennoah Miller is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Avantax Advisory Services, Cetera, and Infinex Investments. Miller is also involved with Perspective Wealth Planning, LLC as a relationship manager. Integrity Alliance serves a diverse client base that includes individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial and retirement plan consulting, and access to third-party manager programs, employing various portfolio management strategies and custodial platforms.