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Anastasios K
Series 65
Monterey, CA
integrity Advisory Solutions
Anastasios Konstantin is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. He has prior legal experience as an attorney with Litherland, Kennedy & Associates, APC and The Konstantin Law Firm, Inc., where he focused on estate planning and client seminars. 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 assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing various investment strategies and third-party platforms.
Carl P
Series 63, Series 65
Haddonfield, NJ
integrity Advisory Solutions
Carl Price Jr. is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Integrity Advisory Solutions, he operated Price Wealth Coaching, LLC and has been an attorney specializing in estate planning and elder law through Price & Price, LLC since 2000. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs.
Emily C
Series 65
Raleigh, NC
integrity Advisory Solutions
Emily Cardillo is a financial advisor with Integrity Advisory Solutions and holds the Series 65 designation. She has three years of industry experience and has worked as an independent agent since 2019. In addition to her advisory role, she is a licensed insurance agent. 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 client referral services, utilizing a range of investment strategies and third-party platforms.
Eric D
Series 65
Dallas, TX
integrity Advisory Solutions
Eric Drudge is a Series 65-licensed financial advisor with Integrity Advisory Solutions in Dallas, TX, bringing two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business that provides life insurance and Medicare supplement plans. 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 utilizes various asset-allocation frameworks with ongoing client monitoring.
Jonathan L
Series 65
Prescott, AZ
integrity Advisory Solutions
Jonathan Linford is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has been an attorney partner at Morris Hall, PLLC since 2016, specializing in estate planning, estate administration, and probate. Linford also serves as a board member of the AZ Senior Cares Foundation, which raises money and awareness for seniors in need. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies and third-party platforms to construct tailored client portfolios.
Benjamin H
Series 65
Carefree, AZ
integrity Advisory Solutions
Benjamin Hunsaker is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has concurrently worked as an attorney and partner at Morris Hall, PLLC, an estate planning law firm, since 2005. Hunsaker serves on the board of directors for Black Canyon Community Health Center, a nonprofit organization. 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 offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a variety of analytic frameworks and third-party platforms to tailor portfolios and manage held-away retirement accounts.
Amy L
Series 65
Columbia, MD
integrity Advisory Solutions
Amy Lazas is a Series 65-credentialed advisor with Integrity Advisory Solutions in Columbia, MD, and has one year of experience in the financial industry. She is also the owner and attorney at Providence Law Group, LLC, where she focuses on estate planning. Lazas is a member of the American Academy of Estate Planning Attorneys. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing both fundamental and technical analysis alongside a variety of asset-allocation frameworks.
Bridget M
Series 65
Petaluma, CA
integrity Advisory Solutions
Bridget Mackay is a Series 65-credentialed financial advisor with Integrity Advisory Solutions, bringing four years of industry experience. She has a legal background with nearly two decades as an attorney specializing in estate planning and elder law at the Mackay Dressler Law Firm and her own practice. Mackay also serves on the Senior Advisory Committee for the City of Petaluma, advising on quality of life issues for local seniors. Integrity Advisory Solutions supports a diverse client base including individuals, trusts, estates, and businesses 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 employs both fundamental and technical investment analysis alongside multiple asset-allocation strategies.
Shannon D
Series 63, Series 65
Dallas, TX
integrity Advisory Solutions
Shannon Dugger is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including AlphaStar Capital Management and Woodbury Financial Services. Dugger is also a Regional Sales Director at The Assurance Group, where she is involved in insurance consulting, planning, sales, recruiting, and business management. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporations, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms to tailor solutions for its clients.
Robert S
Series 65
Dallas, TX
integrity Advisory Solutions
Robert Steinmetz is a financial advisor with Integrity Advisory Solutions, holding a Series 65 designation and five years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Senior Benefit Services and WR Wealth Planners, LLC, and has 25 years of experience with Missouri Employers Mutual Insurance. He serves as board member and treasurer for Access Arts, a nonprofit providing community art activities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and uses multiple asset-allocation strategies and third-party platforms to tailor investment solutions.
Suzanne S
Series 63, Series 65
Urbandale, IA
integrity Advisory Solutions
Suzanne Stewart is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior roles include positions at Legacy Bridge Private Family Offices and Principal Financial Group. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors, managing about $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing various investment approaches and third-party platforms to provide tailored client solutions.
Carrie M
Series 65
Dallas, TX
integrity Advisory Solutions
Carrie Masure is a Series 65-licensed financial advisor with four years of industry experience, currently with Integrity Advisory Solutions. Her prior roles include positions at American Senior Benefits, Gradient Advisors LLC, and Bankers Life. She is also involved in retirement planning and financial education through affiliated businesses focused on client guidance and seminar facilitation. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers tailored portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to meet client needs.
John B
Series 66
Knoxville, TN
integrity Advisory Solutions
John Bunt is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 66 designation and has worked previously at Gradient Advisors, LLC and Bankers Life. In addition to his advisory role, he is involved in insurance and estate planning through ownership of Local Retirement Group, LLC, serves as a regional sales manager at American Senior Benefits, and participates on a homeowners association board in Knoxville. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client 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.
Kevin S
Series 65
Dallas, TX
integrity Advisory Solutions
Kevin Sullivan is a Series 65-licensed advisor at Integrity Advisory Solutions with four years of industry experience. He previously worked at Namcoa for four years and has been associated with Infinite Wealth Advisors, LLC since 2012. Sullivan is also a licensed insurance agent. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and businesses 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 sub-advisory services, utilizing fundamental and technical analysis along with various asset-allocation strategies and third-party platforms.
Sean S
Series 65
Warwick, RI
integrity Advisory Solutions
Sean Sullivan is a Series 65-licensed advisor with Integrity Advisory Solutions and has been working in the financial services industry since 2026. He also has experience with Narragansett Wealth Management LLC and has been involved with Spectra Systems Corporation since 2009. Integrity Advisory Solutions 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 other services, managing approximately $1.1 billion in client assets.
David W
Series 65
West Palm Beach, FL
integrity Advisory Solutions
David Weiland is a Series 65 licensed advisor at Integrity Advisory Solutions with nine years of industry experience. He previously worked at AlphaStar Capital Management, Regal Investment Advisors, and co-manages fixed insurance and annuity sales as a Regional Sales Director at The Assurance Group. Integrity Advisory Solutions supports individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors managing approximately $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and model portfolio programs using a mix of fundamental and technical analysis, asset allocation strategies, and third-party platforms.
Christopher N
Series 65, Series 63
Dallas, TX
integrity Advisory Solutions
Christopher Norris is a financial advisor at Integrity Advisory Solutions with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Burlington Alliance Capital Management, Allstate Insurance Company, and Osaic FS, Inc. Mr. Norris is also involved in estate planning consultation and program enrollment through Integrated Trust Systems. 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, sub-advisory services, and client referral programs, using a range of asset-allocation frameworks and third-party platforms.
Allen G
Series 66
Dallas, TX
integrity Advisory Solutions
Allen Gentry IV is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds a Series 66 designation and has worked previously at Jarvis Financial and Ameriprise. In addition to his advisory role, he serves as a portfolio manager at Silverleaf Wealth Management. 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 assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of asset allocation and analysis methods alongside third-party platforms.
Aaron N
Series 66
Coon Rapids, MN
integrity Advisory Solutions
Aaron Niedorf is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including The Leaders Group Inc and CETERA Advisor Networks LLC. Niedorf also serves as Executive Vice President of Sales at IFC National Marketing. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, corporations, and other business clients, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various asset-allocation frameworks and third-party platforms.
Yvonne N
Series 63, Series 65
Duluth, MN
integrity Advisory Solutions
Yvonne Novak is a financial advisor with Integrity Advisory Solutions in Duluth, MN, holding Series 63 and Series 65 credentials with one year of industry experience. She also has a long-standing background as an attorney specializing in estate planning and elder law, practicing since 2007. Novak serves as a board member for Generations Health Care Initiatives, a nonprofit organization, and teaches water aerobics and cycling classes. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a mix of strategic and tactical asset allocation frameworks and third-party platforms to tailor client portfolios.
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