Integrity Alliance, LLC

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 with Integrity Alliance, LLC in Jackson, MS, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for over a decade. Outside of his advisory role, Hughes is an owner and producer at William Morris Advisors, LLC, which operates as a marketing company related to fixed insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting through a network of independent advisors using various portfolio management approaches and third-party platforms.

Tom Homestead is a financial advisor at Merkkuri Wealth Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Financial, Inc. and Guardian Life Insurance Co of America. Outside of his advisory role, he provides administrative and securities-related support as an independent contractor for another advisor and is involved in fixed insurance and Medicare supplement plan sales. Merkkuri Wealth Advisors LLC offers wealth management, investment management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses discretionary portfolio management with model allocations and third-party sub-advisers, combining technical, fundamental, and cyclical analysis across various asset types.

David Appel is a financial advisor at Integrity Alliance, LLC with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Lion Street Advisors, Lion Street Financial, Royal Alliance Associates, Inc., and Signator Investors, Inc. 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 asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management techniques and custodial platforms.

Matthew Boudreaux is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lion Street Financial, Cambridge Investment Research, Inc., NYLIFE Securities LLC, New York Life Insurance Co., and MassMutual Financial Group. Outside of his advisory role, he serves as a board member of the Hewitt Chamber of Commerce and consults on tax preparation through Align Financial Solutions. 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.

Eric Rader is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Lion Street Advisors, Lion Street Financial, The Leaders Group, Inc., and Clearpoint Advisors, LLC, where he is also president. Outside of his advisory work, Rader serves as a board member for the Oconee Heights Homeowners Association. 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, and retirement plan consulting, employing various portfolio strategies and offering access to multiple custodial platforms and third-party manager programs.

Joseph Bruno 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 Nationwide and Nationwide Securities, LLC for 12 years. Outside of his advisory role, Bruno is involved in selling fixed and life insurance products through his own agency. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers continuous asset management, financial planning, and retirement plan consulting through a network of independent advisers, utilizing various portfolio management approaches and custodial platforms.

Bruce Hull is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Lion Street Advisors. Outside of his advisory work, he owns ClearCo Restoration, a painting and power washing services business. 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 consulting, utilizing a range of portfolio management approaches and multiple custodial platforms.

Lorilee Jones is a financial advisor at Integrity Alliance, LLC with 31 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, Jones serves as a board member of the Meridian Food Bank and participates in local advisory and government affairs committees. 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 continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Clay Howell is a financial advisor at Integrity Alliance, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Lion Street Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, Howell is an independent insurance agent specializing in life, accident, and health insurance planning for individuals and businesses. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches across multiple custodial platforms.

Quentyn Sego is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Brokers International Financial Services, Wells Fargo Bank, U.S. Bank, KEYBANK, and Veridian Credit Union. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

Daniel Lodes is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Brokers International Financial Services, LLC since 2017 and previously at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2013 to 2017. He also operates Wealth Advisor Group, which provides financial services and 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 continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management techniques and custodial platforms.

Tyler Kretschmar is a financial advisor with Integrity Alliance, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked with Lincoln Investment, Capital Analysts, and Gateway Retirement Solutions. Tyler also serves as an insurance agent with American Senior Benefits, where he works with clients on insurance-related matters. 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 consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Jessica Plath is a financial advisor with Integrity Alliance, LLC based in Tyler, TX. She holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Merrill and JP Morgan. Outside of her advisory work, she is connected through family to an agricultural equipment rental business, though she is not directly involved. 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 a range of asset management, financial planning, and consulting services, utilizing multiple investment approaches and platforms.