Smithtown, NY Office

Stephen Valenti is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at Mark S. Eghrari & Associates, PLLC and Futterman, Lanza & Pasculli, LLP. Valenti is also an associate attorney at Mark S. Eghrari & Associates, PLLC, an estate planning law firm. 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 using a variety of portfolio management approaches and custodial platforms.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at Brokers International Financial Services and running Eghrari Wealth Training LLC. In addition to his advisory work, he is an attorney specializing in estate planning and is involved in recruiting and training attorneys to become investment advisor representatives. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning options, including discretionary and non-discretionary accounts, model portfolios, and third-party manager referrals.

Thomas Kellerman is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes work at several law firms and financial institutions. In addition to his advisory role, Kellerman is an estate planning attorney involved in developing trusts and medical directives and participates in a member organization for attorneys focused on enhancing securities knowledge. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party investment platforms.

Kevin Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Brokers International Financial Services, Allergenis, and Kinesso. He also operated Eghrari Wealth Training LLC, providing investment coaching and client account management. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both discretionary and non-discretionary investment solutions.