integrity Advisory Solutions

Stephen Waltar is a financial advisor at Integrity Advisory Solutions with seven years of industry experience. He holds a Series 65 designation and has previously worked at Brokers Financial and Guide Advisors, Inc. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm he has operated since 2000. 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 consulting, and sub-advisory services, utilizing a network model with access to third-party platforms and managers.

Ronald Morrison Jr. is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. He is also an attorney at Morrison Law Group, PLC, where he has worked since 2004, specializing in estate planning. In addition to his advisory role, he provides financial planning and educational services to estate planning clients through Morrison Money Management, LLC. 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 support individualized and model portfolio strategies.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and over 20 years of experience in the insurance industry. He has been affiliated with Midwest Insurance Group since 2006 and owns Schilling Insurance, LLC, where he provides retirement planning services including Medicare, life, health, and long-term care insurance. 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, and retirement plan consulting through a network of advisers, utilizing third-party platforms and a range of investment strategies.

Edward Lovato is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has a background in law, operating his own law practice, Lovato Law, PC, where he provides estate planning legal services. Additionally, he serves as a probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms.

Cooper Kaufman is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 designation and has worked previously at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of his advisory role, he is involved in farming activities with Kaufman Family Farms, Inc. 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, and retirement plan consulting, utilizing a network of advisers and third-party platforms to deliver tailored investment strategies.

Stephanie Thompson is a Series 65-licensed financial advisor at Integrity Advisory Solutions with over a decade of experience, including 12 years at Krueger Hernandez and Thompson SC where she practiced law specializing in estate planning, trust administration, probate, and long-term care planning. She also holds a role as an agent with Ash Brokerage, focusing on life insurance sales. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios tailored to client needs.

Spencer Ridley is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. Prior to joining Integrity Advisory Solutions, he was involved in roles including voice-over work and various service positions. Outside of advising, Ridley serves as a counselor at Aloha Beach Camp, providing supervision and safety for children during the summer. 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 through a network of investment adviser representatives, utilizing both individualized and model portfolio strategies.

Elizabeth Neyens is a Series 65 licensed financial advisor with Integrity Advisory Solutions, bringing one year of industry experience. She is also the owner and attorney at Neyens Law PLLC, an estate planning law firm she has operated since 2014. In addition to her advisory role, she is developing a social media app through a separate business venture called Circle by Kindred. 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, and retirement consulting through a network of investment adviser representatives, utilizing both discretionary and non-discretionary strategies across various asset classes.

Samuel Stenson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Advisornet Financial, among other firms. Outside of advisory work, he serves as a senior sales consultant in wholesale annuities for IFC National Marketing. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that include equities, fixed income, ETFs, mutual funds, and alternative investments.

Michael Ferrer is a financial advisor with Integrity Advisory Solutions in Littleton, CO, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at Blackrock Investments, Macquarie Investment Management, Waddell & Reed, and OppenheimerFunds Distributor. Outside of advisory work, he serves as Vice President and National Sales Director for Annexus Holdings, LLC, an independent distributor of life and health insurance and wealth management services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a network model of advisors offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that incorporate equities, fixed income, ETFs, mutual funds, and alternatives.

Adam Johnson is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of industry experience. He has been affiliated with National Agents Alliance since 2013. Outside of his advisory work, Johnson manages sober living houses and is involved in life insurance sales and trust education seminars. 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 through a network of investment adviser representatives, utilizing a range of investment strategies and third-party platforms.

Adam Rubin is a Series 65-licensed advisor at Integrity Advisory Solutions with over a decade of experience as an attorney at Levine, Furman & Rubin, LLC, specializing in estate planning. He serves on the boards of the Alzheimer's Association Greater New Jersey Chapter and the Senior Citizens Activities Network. Adam is also a Certified Public Accountant. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. 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.

Miranda Pringle Dressler is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has a background in estate planning law, currently serving as an attorney and partner at Mackay Dressler Law, APC. Dressler is active in community organizations, including serving as Chair of the Governance Committee for the Village Network of Petaluma and participating in the Women in Business Committee of the Petaluma Chamber of Commerce. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. 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.

Steven Puckett is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Client One, FSG Financial Services, Inc., and Financial Security Group of AZ, INC. In addition to his advisory role, he is co-owner of FedSmart Retirement, where he is involved in life insurance and annuity sales and provides education on federal employee benefits and retirement planning. 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 consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies with a reliance on third-party platforms and managers.

Scott Schomer is a Series 65 licensed financial advisor at Integrity Advisory Solutions with nine years of industry experience. He has previously worked at Abundance Financial Coaching, LLC and founded Schomer Wealth Advisors. In addition to his advisory work, Schomer is an adjunct professor of law at Loyola Law School, teaching a course on wills and trusts, and serves as treasurer on the board of the nonprofit OPICA. He is also the principal and attorney at Schomer Law Group, APC, an estate planning law firm. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios across various asset classes.