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Robert S

Series 65

Gilbert, AZ

integrity Advisory Solutions

Robert Soules is a financial advisor at Integrity Advisory Solutions with four years of industry experience. He holds a Series 65 designation and has previously worked at Key Retirement Solutions and Bankers Life Advisory Services, Inc. Outside of his advisory role, he is involved in insurance sales focused on Medicare-age individuals. 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 manages around $1.1 billion in client assets and offers services including 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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Sarah M

Series 65

Middleton, WI

integrity Advisory Solutions

Sarah Minobe is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. She has previously worked at Krueger Hernandez & Thompson SC, where she served as an attorney providing legal and estate planning services. Minobe is also a volunteer board secretary for AMASIAN Corporation, a nonprofit organization. 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 portfolio management, financial planning, retirement consulting, and sub-advisory 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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Nicholas F

Series 65

Columbia, MO

integrity Advisory Solutions

Nicholas Farley is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 credential and has prior work experience at Deloitte, CommunityAmerica Credit Union, Walmart, and the University of Missouri. Farley is also involved in financial consulting and planning through Missouri Holdings NF, 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 a variety of investment approaches supported by third-party platforms.

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

Series 65

Dallas, TX

integrity Advisory Solutions

Craig Chandler is a Series 65-licensed advisor with Integrity Advisory Solutions in Dallas, TX, and has four years of industry experience. He is also the president of Chandler Wealth Management, which provides safe money solutions through fixed annuities and life insurance, and leads Crown Financial Marketing, a firm distributing annuity and life insurance products to independent advisors. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and 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 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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Belle C

Series 65

Puyallup, WA

integrity Advisory Solutions

Belle Crause is a financial advisor with Integrity Advisory Solutions in Puyallup, WA, holding a Series 65 credential and three years of industry experience. Prior to joining Integrity Advisory Solutions, she worked at Burlington Alliance Capital Management and operated as an independent agent. She is co-owner of an insurance agency providing life, health, and annuity products, and also serves as an estate planning advisor. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, 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 using various asset allocation frameworks and third-party platforms.

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

Series 65

Phoenix, AZ

integrity Advisory Solutions

Brooks Crandell is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and one year of industry experience. He has prior experience at Morris Hall, PLLC, Arizona Bank & Trust, First International Bank & Trust, and Wells Fargo Bank. Outside of finance, he is engaged in photography and serves as an assistant coach for a school mountain biking team; he also sits on the board of the Central Arizona Estate Planning Council. 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, utilizing fundamental and technical analysis, asset-allocation strategies, and third-party platforms to construct tailored portfolios.

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

Series 66

Williamston, SC

integrity Advisory Solutions

William Flowers is a financial advisor at Integrity Advisory Solutions with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and BB&T Investment Services. He is also licensed as an insurance agent, selling fixed life, annuity, health, disability, property and casualty, and long-term care insurance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using various asset-allocation strategies and third-party platforms.

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

Series 66

Urbandale, IA

integrity Advisory Solutions

Lance Presley is a financial advisor at Integrity Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and has held positions at firms including Wells Fargo Clearing, VOYA Financial Advisors, and Cetera Advisors. In addition to his advisory work, he is a licensed independent insurance agent in Urbandale, Iowa. 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 provides comprehensive portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of investment approaches and third-party platforms.

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

Series 66

Port St Lucie, FL

integrity Advisory Solutions

Joshua Crawford is a financial advisor at Integrity Advisory Solutions with seven years of industry experience. He holds a Series 66 designation and is also the managing partner at Kulas & Crawford, providing legal and planning services as an attorney. 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 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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Paul K

Series 63, Series 65

Dallas, TX

integrity Advisory Solutions

Paul Kraft is a financial advisor with Integrity Advisory Solutions and holds Series 63 and Series 65 credentials. He has 24 years of industry experience and concurrently serves as an attorney and president of Frank & Kraft, PC, a law firm specializing in estate planning. Kraft is also active in nonprofit work, serving on the boards of several charitable organizations, including the Jewish Federation of Greater Indianapolis and The Children's Theraplay Foundation. Integrity Advisory Solutions is a multi-team firm with about 127 advisors that provides portfolio management, financial planning, retirement consulting, and sub-advisory services to individuals, trusts, estates, and business clients. The firm employs a range of investment approaches and leverages third-party platforms while integrating retirement-plan advisory capabilities with affiliated program sponsorship.

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

Series 65

Uniontown, OH

integrity Advisory Solutions

Robert Knotts is a financial advisor at Integrity Advisory Solutions with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AlphaStar Capital Management and Regal Investment Advisors. Knotts is also Regional Vice President at The Assurance Group, where he manages an office of insurance agents and oversees fixed insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of around 100 independent advisors. The firm provides 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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Richard P

Series 63, Series 65

Cape Coral, FL

integrity Advisory Solutions

Richard Pascual is a financial advisor at Integrity Advisory Solutions with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Private Portfolio Partners, Gladstone Institutional Advisory, and PNC Wealth Management. Outside of his advisory role, he owns Swipe Savvy LLC, a residential property management business serving his clients. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and business clients, offering portfolio management, financial planning, retirement consulting, and sub-advisory services through tailored strategies and a variety of platforms.

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

Series 66

Columbia, MO

integrity Advisory Solutions

Christopher Mark is a financial advisor with Integrity Advisory Solutions, holding a Series 66 designation and nine years of industry experience. He previously worked at PGN Financial and Securities America Advisors. Outside of his advisory role, he provides insurance services to Medicare beneficiaries and assists clients with retirement planning through his involvement in Senior Benefit Services. Integrity Advisory Solutions serves individuals, trusts, estates, and businesses through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies and third-party platforms to construct tailored client portfolios.

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

Series 65

Rockledge, FL

integrity Advisory Solutions

Jared Doucette is a financial advisor with Integrity Advisory Solutions holding a Series 65 designation. He has five years of experience with Illuminate Financial Group and eleven years of work history at Rockingham Metal Works. 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 model portfolio programs, utilizing a range of investment strategies and third-party platforms.

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

Series 65

Raleigh, NC

integrity Advisory Solutions

Michael Weyenberg is a Series 65-licensed advisor with Integrity Advisory Solutions in Raleigh, NC, and has three years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Burlington Alliance Capital Management, DH Griffin Companies, Samet Corporation, and Gilbane Building Company. He is also the owner and managing member of Weyenberg Group, LLC, an insurance company focused on life, accidental, Medicare supplement insurance, and annuities, where he provides training and compliance support. 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 provides portfolio management, financial planning, retirement plan consulting, and other advisory services, using a variety of investment strategies and third-party platforms.

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

Series 63, Series 65

El Centro, CA

integrity Advisory Solutions

Nelson Baxley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Groves Capital, Inc., The Alliance Insurance Group, American Income Life Insurance Company, Pfs Investment, and Primerica Financial Services. Outside of his advisory work, he assists clients as a licensed loan originator with mortgage financing and provides estate planning referrals through a cloud-based trust and directive service. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services through a network of independent advisors, managing approximately $1.1 billion in client assets.

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

Series 66

Urbandale, IA

integrity Advisory Solutions

Layne Monroe is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Brokers International Financial Services and Voya Financial Advisors. Outside of financial advising, Monroe works as a business development manager for Advantage Solutions, representing food companies to regional retailers. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, 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 consulting, and sub-advisory services, employing a range of 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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Maritess B

Series 65

Dallas, TX

integrity Advisory Solutions

Maritess Bott is a financial advisor at Integrity Advisory Solutions with nine years of industry experience. She holds a Series 65 credential and has worked previously at Abundance Financial Coaching, LLC and Panache Financial, Ltd. Bott is also president and attorney at Bott & Associates, LTD, providing estate planning, probate, trust administration, and elder law services. Integrity Advisory Solutions serves 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 consulting, and sub-advisory services, employing various investment strategies and leveraging third-party platforms.

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

ChFC®, Series 66

Urbandale, IA

integrity Advisory Solutions

Andrew Osby is a ChFC® and Series 66 credentialed advisor with 26 years of industry experience. He is currently with Integrity Advisory Solutions and Gladstone Wealth Partners, having previously worked at Principal Financial Services. Outside of his advisory roles, he serves as Treasurer for the SE Polk Youth Tackle Football club in Pleasant Hill, Iowa. Integrity Advisory Solutions serves a diverse client base, including high-net-worth 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, integrating retirement-plan advisory with affiliated program sponsorships.

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

Series 66

Urbandale, IA

integrity Advisory Solutions

Jose Amaya Cisneros is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Bank of Montreal. 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 services such as portfolio management, financial planning, retirement plan consulting, and utilizes multiple asset-allocation strategies alongside third-party platforms.

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