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Ethan D

Series 66

San Jose, CA

integrity Advisory Solutions

Ethan Donahue is a financial advisor at Integrity Advisory Solutions with a Series 66 credential and two years of industry experience. He previously worked at Edward Jones and holds an investment advisor role serving clients of an estate attorney office, Litherland, Kennedy & Associates, where he applies investment advice and asset allocation to client financial needs. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of independent advisors, offering portfolio management, financial planning, retirement consulting, and sub-advisory services. The firm employs a range of investment approaches and integrates retirement-plan advisory capabilities with affiliated program sponsorship.

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

Series 63, Series 65

Columbia, MO

integrity Advisory Solutions

Jason Kemble is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at WR Wealth Planners LLC, Concorde Asset Management, and Concorde Investment Services. Outside of his advisory work, he consults with high-net-worth individuals on tax-advantaged investments such as DSTs, 1031 exchanges, and opportunity zone funds. 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 and consulting, and retirement plan advisory services using a range of asset-allocation strategies and third-party platforms.

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

Series 65

Jacksonville, FL

integrity Advisory Solutions

Angela Riddle is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has worked previously as an independent agent and as part of Riddle Financial Corp. Outside of her advisory role, she is involved in life insurance sales and recruitment through Riddle Financial Corp. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms to manage approximately $1.1 billion in client assets.

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

Series 63, Series 65

Brooklyn, NY

integrity Advisory Solutions

Ryshard Grzanka is a financial advisor with Integrity Advisory Solutions in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Burlington Alliance Capital Management, LLC and Equitable Advisors, LLC. 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 a range of investment strategies and third-party platforms to provide tailored advisory services.

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

Series 65

Columbia, MO

integrity Advisory Solutions

Jarod Aholt is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and also operates JK Financial, LLC, a wealth planning business. Prior to his advisory role, Jarod has held various positions including work in retail and education. 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 sub-advisory services, utilizing a range of investment strategies and third-party platforms.

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

Series 65

Sumner, WA

integrity Advisory Solutions

Scott Terry is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of experience. He has over 29 years of experience practicing law through his own firm and other legal entities. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and provides portfolio management, financial planning, retirement consulting, and other advisory services utilizing various investment strategies and third-party platforms.

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

Series 63, Series 65

Pittsford, NY

integrity Advisory Solutions

Michael Robinson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background in legal practice, providing estate planning and legal advice through his law office and roles with the American Academy of Estate Planning Attorneys. Robinson also operates wealth management firms, including Robinson Wealth and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, and business clients through a network of independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using fundamental and technical analysis alongside multiple asset-allocation frameworks.

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

Series 65

Port St Lucie, FL

integrity Advisory Solutions

Andrew Smith is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and two years of industry experience. He is also a partner and attorney at Kulas & Crawford, an estate planning law firm, and serves on the board of directors for Treasure Coast Brewmasters, Inc., a social club focused on home brewing education. 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 programs, employing a variety of investment approaches and third-party platforms.

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

CFP®, Series 65

Dallas, TX

integrity Advisory Solutions

Rhys Cooper is a CFP® with seven years of experience in financial advising, currently with Integrity Advisory Solutions since 2024. His prior roles include positions at Jarvis Financial Services, Shilanski & Associates, Financial Insights Wealth Management, and UBS. Outside his main firm, he is also a financial advisor with Silverleaf Wealth Management. 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, sub-advisory programs, and fiduciary management, using a variety of investment strategies and third-party platforms.

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

Series 63, Series 65

Dallas, TX

integrity Advisory Solutions

Christopher Habedank is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory Solutions, Namcoa, Infinite Wealth Advisors, LLC, and T. Rowe Price. 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 sub-advisory services, using a combination of fundamental and technical analysis alongside various asset-allocation frameworks.

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

Series 63, Series 65

Dallas, TX

integrity Advisory Solutions

Marcus Egiebor is a financial advisor at Integrity Advisory Solutions with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Trust Access Firm, LLC and Insurance Access, where he manages insurance sales and estate planning activities. Marcus also serves as a managing general agent in the fixed insurance business. 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 consulting, and sub-advisory services, employing a variety of asset-allocation frameworks and third-party platforms to construct tailored investment portfolios.

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

Series 65, Series 63

Staten Island, NY

integrity Advisory Solutions

Cornelius O'Reilly is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds Series 65 and Series 63 licenses and has a background in law, having owned The O'Reilly Law Firm PLLC and worked at LoPresti & O'Reilly LLP. Outside of his advisory role, he is involved in estate planning and trust administration through Summit Estate Planning Group, PLLC. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 127 advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation strategies and leveraging third-party platforms to provide tailored investment solutions.

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

Series 65

Puyallup, WA

integrity Advisory Solutions

Jacob Crause is a financial advisor with Integrity Advisory Solutions, holding a Series 65 designation and two years of industry experience. He is also co-owner of Mission Focused Financial, LLC, an insurance agency offering life, health, annuity products, and estate planning. Prior to his advisory career, he served 25 years in the United States Army. 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 around $1.1 billion in client assets and offers services including portfolio management, financial planning, retirement plan consulting, and sub-advisory programs with an emphasis on tailored investment strategies and retirement-plan advisory capabilities.

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

Series 63, Series 65, Series 66

Mount Laurel, NJ

integrity Advisory Solutions

Michael Carberry is a financial advisor at Integrity Advisory Solutions with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Gladstone Wealth Partners, Oppenheimer, Morgan Stanley, and Wells Fargo Clearing. Carberry has also provided investment advisory services through independent advisory firms associated with Gladstone Wealth. 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 model portfolio 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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Matthew J

CFP®, Series 66

Dallas, TX

integrity Advisory Solutions

Matthew Jarvis is a CFP® with 23 years of industry experience, currently serving at Integrity Advisory Solutions since 2024. His prior experience includes 12 years at Crown Capital Securities and founding Jarvis Financial Services, Inc., where he remains active. Outside of advisory work, he is involved in consulting, authoring, and coaching through his roles with Deliver Massive Value LLC, Retirement Tax Services, and The Perfect RIA. Integrity Advisory Solutions is a multi-team firm managing approximately $1.1 billion in client assets through about 100 independent advisors. The firm serves individuals, trusts, estates, and business clients by offering portfolio management, financial planning, retirement consulting, and sub-advisory services using a variety of asset-allocation strategies and third-party platforms.

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

Series 65

Cincinnati, OH

integrity Advisory Solutions

Barry Zimmer is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and having one year of industry experience. He has operated Zimmer Law Firm, LLC since 2014, providing legal services focused on estate planning, estate settlement, and Medicaid pre-planning. He is also affiliated with the American Academy of Estate Planning Attorneys as an attorney. 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 consulting, and sub-advisory services, utilizing both fundamental and technical analysis alongside multiple asset-allocation strategies.

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

Series 65

Bogart, GA

integrity Advisory Solutions

William Florence is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of industry experience. He previously worked at Summit Life Financial, LLC and River Oak Risk, and has held roles with the State of Georgia and the Georgia Department of Insurance. Outside of his advisory work, he assists school system employees with life insurance and annuity products through Summit Life Group. 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 multiple asset-allocation strategies along with third-party platforms to tailor investment solutions.

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

Series 65

Tampa, FL

integrity Advisory Solutions

Sabrina Frank is a financial advisor at Integrity Advisory Solutions in Tampa, FL, holding a Series 65 credential. She has been in the industry since 2021, with prior experience at Rise Management and Gemini Financial Group. 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 various investment approaches and third-party platforms.

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

Series 65

Aurora, CO

integrity Advisory Solutions

Jared Faircloth is a financial advisor with Integrity Advisory Solutions in Aurora, CO. He holds a Series 65 license and has one year of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Senior Benefit Services and several other firms in various roles. Jared is also involved with Senior Benefit Services, where he conducts life, fixed annuity, and long-term care insurance sales. 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 sub-advisory services, 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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Jeffrey S

Series 65

Dallas, TX

integrity Advisory Solutions

Jeffrey Schulz is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 65 credential and seven years of industry experience. He has worked with several firms, including Burlington Alliance Capital Management and Brookstone Capital Management. Outside of advising, Schulz helps customers with life insurance and annuities through Premier FutureGuard and conducts seminars introducing clients to Integrated Trust Systems. 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, retirement plan consulting, and sub-advisory services, utilizing diverse investment strategies and third-party platforms.

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