Omaha, NE W Dodge Rd Office

Matthew Medlock is a financial advisor with Integrity Alliance, LLC, holding a Series 66 license and five years of industry experience. His prior work includes roles at LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors. Outside of his advisory work, he is also licensed as an insurance agent involved in the sales and service of fixed insurance products. 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 a variety of investment management and consulting services, employing multiple portfolio strategies and utilizing custodial platforms to support reporting, trading, and administration.

Monte Peterson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC. He is also involved in managing TR Financial and Peterson Investment Management, and works as an insurance agent selling fixed insurance products. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of advisors. The firm employs a variety of investment approaches and maintains dual registration as an SEC-registered investment adviser and broker-dealer.

Nathaniel Edie is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Cetera Advisors LLC, and Tagge Rutherford Financial Group. He is also the owner and president of Edie Financial LLC, a business entity related to his practice. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Chad Peterson is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and bringing 30 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has been involved with The Tagger Rutherford Group since 1994. Outside of his advisory role, he serves as President and Owner of CRP Wealth Management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Michael Shonsey is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 54 years of industry experience. He has worked at Brokers International Financial Services, LPL Financial, and Cetera Advisors LLC, and has operated Shonsey Wealth Management since 2007. In addition to advisory work, he is also licensed as an insurance agent. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to various third-party manager programs, employing a range of portfolio management approaches and custodial platforms.

Jack Crumley is a financial advisor with Integrity Alliance, LLC in Omaha, NE, holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Integrity Alliance, he has worked at Brokers International Financial Services, LPL Financial LLC, and Mutual of Omaha. Outside of his advisory role, he is involved with TR Financial as a financial consultant. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering a range of investment advisory and brokerage services through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm provides multiple portfolio management options and supports both discretionary and non-discretionary investment strategies.

Dustin Johnson is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Brokers International Financial Services, LPL Financial, Tagge Rutherford Financial Group, and Cetera Advisors LLC. Outside of his advisory work, he serves as Vice President of the Skoda-Thurber Foundation, participates in fundraising for Mustaches for Kids, co-owns a barbecue catering company, and sits on the Board of Directors for the Omaha Home For Boys. 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 continuous asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

Jeffrey Wallace is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Brokers International Financial Services, Cambridge Investment Research Advisors, and The Olson Group. Wallace also operates Wallace Insurance Sales, where he sells fixed annuities and various insurance products. Integrity Alliance is a large advisory and brokerage enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through multiple platforms and supports both discretionary and non-discretionary investment approaches.

Myles Shonsey is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Brokers International Financial Services, LPL Financial, Truck Center Companies, and Midland University. Shonsey serves as a board member for the Omaha Country Club Caddie Alumni Association, where he helps plan meetings and events. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios across multiple platforms.

Scott Norvell is a financial advisor at Integrity Alliance, LLC with 34 years of industry experience. He has held roles at LPL Financial, LLC and Cetera ADVISORS LLC, and has been associated with Tagge & Rutherford Financial Group since 1995. Norvell is also involved in managing his own business entities related to investment services. Integrity Alliance, LLC serves 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 portfolio management, financial planning, and varied investment programs, utilizing a range of discretionary and non-discretionary approaches supported by multiple platforms and third-party managers.

Joshua Isherwood is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors, Tagge-Rutherford Financial Group, and TD Ameritrade. Outside of his advisory work, he serves as a notary and is involved with fixed insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches tailored to client needs.