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Amanda L

Series 65

Allentown, PA

integrity Advisory Solutions

Amanda Laubscher is a financial advisor with Integrity Advisory Solutions in Allentown, PA. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she worked at Jenene Thomas Communications, LLC for 11 years. Integrity Advisory Solutions serves 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 and offers portfolio management, financial planning, retirement consulting, and sub-advisory services.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Chad C

Series 63, Series 65

Naples, FL

integrity Advisory Solutions

Chad Cassiani is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 registrations and bringing 17 years of industry experience. His career includes roles at firms such as Gladstone Wealth Partners, Brookstone Capital Management, and First American National Investment Advisors. Outside of financial advising, he owns and operates Cassiani Law Offices, providing legal services focused on tax and estate planning. Integrity Advisory Solutions serves a broad client base including individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $1.1 billion in assets through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment strategies and third-party platforms to tailor client portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jeffrey T

ChFC®

Urbandale, IA

integrity Advisory Solutions

Jeffrey Trier is a ChFC® with 27 years of industry experience, currently serving at Integrity Advisory Solutions. He previously worked at Principal Life Insurance Co. for 23 years and held multiple roles at Principal Asset Management and affiliated firms from 2016 to 2026. His activities also include performing certain functions for Principal Global Investors, LLC and its affiliates. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing roughly $1.1 billion in client assets. Its services encompass portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside various asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Christopher C

Series 66

Dallas, TX

integrity Advisory Solutions

Christopher Cassidy is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at LPL Financial, Cambridge Investment Research, Wells Fargo, Truist Investment Services, and Merrill. Integrity Advisory Solutions serves individuals, including 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 programs, employing various asset-allocation strategies and third-party platforms to tailor client portfolios.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Theron H

Series 65

Mesa, AZ

integrity Advisory Solutions

Theron Hall Jr. is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. He has two years of experience in the financial industry and is also a partner and manager at Morris Hall, PLLC, a law firm where he has worked since 1998. In addition to his advisory role, he is involved in life insurance sales through Morris Hall Health & Life, LLC. 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 frameworks and third-party platforms to deliver tailored investment solutions.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Garrett A

Series 65, Series 63

Rapid City, SD

integrity Advisory Solutions

Garrett Amirehteshami is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is involved in instructing musical theater classes for children ages 6 to 15. 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, using a variety of asset-allocation frameworks and third-party platforms to tailor portfolios and monitor investments.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jeffrey K

CFP®, Series 63, Series 65

Dallas, TX

integrity Advisory Solutions

Jeffrey Kaufman is a CFP® professional with over 26 years of experience in financial advisory and insurance services. He is currently affiliated with Integrity Advisory Solutions and has held various roles with JK Financial, LLC and Senior Benefit Services, among others. Outside of finance, he manages Kaufman Family Farms, a farming and row crop operation. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party platforms, managing around $1.1 billion in client assets.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Eric R

Series 65

Flagstaff, AZ

integrity Advisory Solutions

Eric Ridley is a financial advisor with Integrity Advisory Solutions in Flagstaff, AZ. He holds a Series 65 credential and has two years of industry experience. Prior to joining Integrity Advisory Solutions, Ridley has operated the Law Office of Eric Ridley since 2010. 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 services, utilizing both fundamental and technical analysis alongside various asset-allocation frameworks.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Alex P

Series 65

Annapolis, MD

integrity Advisory Solutions

Alex Pagnotta is a financial advisor with Integrity Advisory Solutions in Annapolis, MD, holding a Series 65 license and one year of industry experience. He has worked as an attorney specializing in estate and trust law at Sinclair Prosser Gasior since 2018 and operates a polygraph examination business through Alex Squared LLC. At Integrity Advisory Solutions, he provides estate planning clients with advice on aligning and investing their assets. 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 model portfolio programs, utilizing a range of asset-allocation strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Tab A

Series 65

Glendale, CA

integrity Advisory Solutions

Tab Artis is a Series 65-licensed advisor at Integrity Advisory Solutions with five years of industry experience. He has worked previously at LPL Financial and maintains a legal practice specializing in estate planning, probate, and trust administration through The Artis Law Firm, which he oversees as owner. Tab also assists clients with integrating investment strategies and estate planning through his advisory entities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients via 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 services, employing a range of asset allocation strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Victor B

Series 63, Series 65

Marietta, GA

integrity Advisory Solutions

Victor Banks is a financial advisor at Integrity Advisory Solutions with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Nationwide Investment Services Corporation and Capital Investment Advisory Services, LLC. Outside of his advisory role, he is also engaged as an insurance agent selling fixed insurance products. 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 a range of services including portfolio management, financial planning, retirement consulting, and sub-advisory programs, utilizing fundamental and technical analysis alongside multiple asset-allocation frameworks.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Zachary O

Series 63, Series 65

Mt Pleasant, SC

integrity Advisory Solutions

Zachary Otey is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 registrations and three years of industry experience. Prior to his current role, he worked at Gladstone Wealth Partners and has business interests in Lighting SolutionZ, an electrical contracting company, and serves as a Senior Executive Field Chairman at Hegemon Group International, which offers fixed insurance and annuity sales. Integrity Advisory Solutions serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporations through a network of approximately 100 advisors, providing portfolio management, financial planning, retirement consulting, and various advisory services with customized investment strategies and integrated retirement-plan advisory capabilities.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jessica S

Series 63, Series 65

Urbandale, IA

integrity Advisory Solutions

Jessica Stewart is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Primerica Advisors. 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, using various asset-allocation strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Isaiah S

Series 63, Series 65

Huntersville, NC

integrity Advisory Solutions

Isaiah Smith II is a financial advisor with Integrity Advisory Solutions, holding Series 63 and 65 licenses and bringing 11 years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at AlphaStar Capital Management, LLC for five years and Regal Investment Advisors LLC for four years. He also serves as Senior Vice President of Annuity Sales at The Assurance Group, where he is involved in training and mentoring agents. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and uses both fundamental and technical analysis supported by various asset allocation strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Michael H

Series 65

Mesa, AZ

integrity Advisory Solutions

Michael Halliday is a financial advisor with Integrity Advisory Solutions in Mesa, AZ, holding a Series 65 license and one year of industry experience. He has been a partner and attorney at Morris Hall, PLLC since 2018 and previously worked at Halliday Law, PC. In addition to his advisory role, he manages a life and health insurance business, meeting with clients on disability and life insurance products. 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 variety of asset allocation strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Sat Jivan K

Series 65

New York, NY

integrity Advisory Solutions

Sat Jivan Khalsa is a Series 65-registered financial advisor with Integrity Advisory Solutions in New York, NY, bringing one year of experience in the advisory industry. He has over five decades of experience as a partner and attorney at The Khalsa Law Firm, specializing in estate planning. Khalsa also serves as a board member of the Alzheimer's Association of New York. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of approximately 100 advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various third-party platforms and wrap programs.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Douglas E

Series 63, Series 65

Burlington, NC

integrity Advisory Solutions

Douglas Everett is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 credentials and two years of industry experience. He is also the owner of Pit Bull Crew, LLC, an insurance and securities business through which he sells life, health, and long-term care insurance while providing wealth management services. Additionally, he refers clients to an online estate planning system as an implementation specialist with 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 referrals, utilizing a range of analytical and asset-allocation strategies supported by third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Ashley M

Series 65

Uniontown, OH

integrity Advisory Solutions

Ashley Maldonado is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds a Series 65 designation and has worked at The Assurance Group's Ohio office since 2017. Outside of advising, she serves as an Agency Sales Director at The Assurance Group, where she assists clients with insurance and annuity product selection and leads other agents. 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 investment strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Justin K

Series 65

Campbell, CA

integrity Advisory Solutions

Justin Kennedy is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. He has two years of industry experience and concurrently serves as owner and attorney at Litherland, Kennedy & Associates, APC, an estate planning and elder care law firm. Kennedy is also involved with the Alzheimer's Association Walk to End Alzheimer's as a member of the Silicon Valley Executive Leadership Team. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of investment strategies and leveraging third-party platforms to tailor portfolios and manage assets.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Jesse B

Series 63, Series 65

Parker, CO

integrity Advisory Solutions

Jesse Black is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Client One Securities, LLC and Associates Financial Group. Outside of advisory work, he owns an online educational course for federal employees covering government benefits and serves as Executive VP of Sales and part owner at Retirement Realized Financial, an annuity FMO involved in agent training and recruiting. 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 both fundamental and technical analysis alongside various asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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