Integrity Financial Advisors, LLC

Leanne Martin is a CFP® with 19 years of industry experience, currently serving at Integrity Financial Advisors, LLC. She previously worked for Arete Wealth Advisors LLC and Arete Wealth Management LLC for 11 years. In addition to her advisory role, she is an independent insurance agent providing advice on health and life insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts with regular performance reporting.

David Schubach is a financial advisor with Integrity Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at New Frontier Advisors for eight years before joining Integrity Financial Advisors in 2025. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts through model portfolios and third-party managers.

Michael Koontz is a ChFC® credentialed financial advisor with 50 years of industry experience. He has worked at Integrity Financial Advisors, LLC since 2021 and previously held roles at Jewell Financial Services, Inc., Prosperity Wealth Management, Inc., and Fortune Financial Services, Inc. Outside of financial advising, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and third-party managers, providing ongoing monitoring and client reporting.

Lori Day is a financial advisor at Integrity Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Blue Ocean Capital Management, Virtue Capital Management, and Horter Investment Management. Lori is also the owner of Day Street Financial & Insurance Services, where she sells insurance annuities and Medicare Advantage plans. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and affiliated third-party managers, offering ongoing monitoring and performance reporting.

Christian Bockrath is a financial advisor at Integrity Financial Advisors, LLC in Lansdale, PA. He holds a Series 65 designation and has been in the industry since 2025. Prior to his current role, he has experience working with Advanced Financial Partners, Eagle Fence Company, and Prudential. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing portfolio management through third-party managers along with financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and third-party managers, offering ongoing monitoring and client reporting.

Robert Held is a financial advisor at Integrity Financial Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prosperity Wealth Management, Gwynedd Wealth Partners, and Penn Mutual Life Insurance Company. Outside of his advisory role, he is president and partner of an insurance brokerage, Advanced Financial Partners, LLC, where he is involved in life insurance sales and services. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement planning. The firm primarily recommends active, discretionary management using affiliated investment advisers and model portfolios, monitoring accounts monthly and providing quarterly performance reports.

Atencio Martin is a financial advisor at Integrity Financial Advisors, LLC with one year of industry experience and a Series 65 credential. Prior to joining the firm, he held positions in various companies including Zoominfo Technologies Inc. and Cellular Sales. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement/IRA rollover advice. The firm primarily uses active, discretionary management via affiliated investment advisers and third-party portfolio managers, offering ongoing guidance and performance monitoring.

Lacey Roberts is a financial advisor with Integrity Financial Advisors, LLC in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at CAPE Securities, Inc., Cape Investment Advisory, Inc., WBB Securities, LLC, and Keystone Capital, Inc. She is also the owner of SafeInsure Plus, LLC, an insurance agency, and is involved in occasional fixed insurance product sales. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement planning. The firm primarily recommends active, discretionary management using affiliated investment advisers and model portfolios while monitoring and adjusting client accounts as needed.