Stephen Waltar is a financial advisor with Integrity Advisory Solutions and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Guide Advisors, Inc. and Brokers Financial. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and leveraging third-party platforms.

Ronald Morrison Jr. is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and two years of industry experience. He is also an attorney with over 20 years at Morrison Law Group, PLC, where he focuses on 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 broad client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses various asset-allocation models and third-party platforms to tailor investment strategies.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has been involved in retirement planning through his ownership of Schilling Insurance, LLC and his role at Midwest Insurance Group since 2006. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party platforms.

Edward Lovato is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has a background in law, operating his own legal practice, Lovato Law, PC, since 2017. Lovato also serves as an elected probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, offering portfolio management, financial planning, and retirement consulting services with a range of investment approaches and third-party platform integrations.

Heidi Thornton is a financial advisor with Integrity Advisory Solutions in Las Vegas, NV, holding a Series 65 credential and one year of industry experience. She has worked at Partners Life since 2017 and also serves as a Life & Health Insurance Agent, assisting clients with Medicare plans alongside her husband. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing fundamental and technical analysis and multiple asset-allocation strategies.

Quentyn Sego is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Brokers International Financial Services, Wells Fargo Clearing, Wells Fargo Bank, U.S. Bank, KeyBank, and Veridian Credit Union. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes various asset-allocation strategies and third-party platforms to tailor investment solutions.

Cooper Kaufman is a Series 65 licensed advisor with six years of industry experience. He is currently with Integrity Advisory Solutions and has prior experience at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of his advisory roles, Kaufman is involved in farming through Kaufman Family Farms, Inc. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients via a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, employing a variety of asset-allocation frameworks and third-party platforms.

Stephanie Thompson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds the Series 65 designation and previously spent 12 years at Krueger Hernandez and Thompson SC, where she served as an attorney specializing in estate planning, trust administration, probate, and long-term care planning. Integrity Advisory Solutions supports individuals, trusts, estates, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis, asset allocation strategies, and third-party platforms.

Spencer Ridley is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has previously worked in diverse roles including legal services and hospitality. Outside of finance, Ridley is involved as a counselor at a summer camp in Malibu, California. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis along with various asset allocation strategies.

Elizabeth Neyens is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 credential and also operates Neyens Law PLLC, where she has practiced estate planning law since 2014. Outside of advisory and legal work, she is developing a social media application through her ownership of Circle by Kindred. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Samuel Stenson is a financial advisor with Integrity Advisory Solutions who holds a Series 66 designation and has one year of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Cetera and Advisornet Financial Inc, among other firms. He also serves as a senior sales consultant for annuity wholesaling at IFC National Marketing. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and other advisory services, utilizing both fundamental and technical analysis alongside third-party platforms.

Michael Ferrer is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. He has worked previously with firms including BlackRock Investments, Macquarie Investment Management, and OppenheimerFunds Distributor, Inc. In addition to his advisory role, Ferrer serves as Vice President and National Sales Director at Annexus Holdings, LLC, an independent distributor of life and health insurance and wealth management services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and model portfolio programs, utilizing a variety of analytical approaches and third-party platforms to tailor solutions for its clients.

Adam Johnson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds the Series 65 designation and has been affiliated with National Agents Alliance since 2013. Outside of his advisory role, he oversees and manages sober living houses through Ascend Recovery Partners and Ascend Recovery Residence. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Brian Klitzke is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at several firms, including Princor Financial Services and VOYA Financial Advisors, Inc., before joining Integrity Advisory Solutions and Integrity Alliance in 2025. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing both fundamental and technical analysis along with asset-allocation frameworks.

Adam Rubin is a Series 65-licensed financial advisor at Integrity Advisory Solutions with one year of industry experience. He has been associated with Levine, Furman & Rubin, LLC since 2012, where he practices estate planning law. Rubin also serves on the boards of the Alzheimer's Association Greater New Jersey Chapter and the Senior Citizens Activities Network. Integrity Advisory Solutions is a multi-team firm that serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, managing approximately $1.1 billion in client assets.

Miranda Pringle Dressler is a Series 65 licensed financial advisor with three years of industry experience, currently with Integrity Advisory Solutions. She also maintains a law practice specializing in estate planning at Mackay Dressler Law, APC, where she has been a partner since 2017. Dressler serves on the board of Village Network of Petaluma, a local nonprofit for seniors, and participates in the Petaluma Chamber of Commerce’s Women in Business Committee. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using a variety of investment approaches and platforms to tailor portfolios to client needs.

Sofia Leguria is a financial advisor at Integrity Advisory Solutions with a Series 65 designation. She joined the firm in 2026 and has previous experience in legal and academic roles, including positions at Leguria Law and Gonzaga University School of Law. Outside of finance, she has worked in various educational and community organizations. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors. The firm manages approximately $1.1 billion in client assets and offers a range of services including portfolio management, financial planning, retirement consulting, and model portfolio programs.

Steven Puckett is a financial advisor at Integrity Advisory Solutions with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Client One and FSG Financial Services, Inc. He is also co-owner of FedSmart Retirement, where he provides life insurance and annuity sales and education on federal employee benefits and retirement planning. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various asset-allocation strategies and third-party platforms to deliver tailored investment solutions.

Scott Schomer is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience and holds a Series 65 credential. He has previously worked at Abundance Financial Coaching and operated Schomer Wealth Advisors and Align Financial Coaching. In addition to his advisory role, Schomer is a principal and attorney at Schomer Law Group, APC, teaches a course on wills and trusts as an adjunct professor at Loyola Law School, and serves as treasurer on the board of the nonprofit OPICA. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms to tailor portfolios for its diverse client base.

Sanford Fisch is a financial advisor with Integrity Advisory Solutions in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has served as CEO of the American Academy of Estate Planning Attorneys since 1993 and is a partner at Armstrong, Fisch, and Tutoli Law Firm, where he has practiced law since 1989. Integrity Advisory Solutions supports a network of independent advisors serving individuals, trusts, estates, and business clients, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms.