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Gina L

Series 65

Modesto, CA

integrity Advisory Solutions

Gina Leguria is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 designation and has worked previously at Brokers Financial and Yosemite Community College District. In addition to her advisory role, she is an attorney and president of her own law firm, The Law Firm of Gina Leguria, and serves as Vice President of the Stanislaus Estate Planning Council as well as a board member of United Cerebral Palsy of Stanislaus County. Integrity Advisory Solutions serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and businesses, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services through a network of about 100 independent advisors managing approximately $1.1 billion in client assets.

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

Series 65

Urbandale, IA

integrity Advisory Solutions

Bryan Purdy is a Series 65-licensed financial advisor with over 12 years of industry experience. He is currently with Integrity Advisory Solutions and has prior experience at Integrity Alliance, Directed Services, and Voya. He serves as a committee member on the Finance Committee of Trinity United Methodist Church in Huxley, Iowa. Integrity Advisory Solutions is a multi-team firm that 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, using fundamental and technical analysis alongside various asset-allocation frameworks and model portfolios.

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

Series 66, Series 65

Friendsville, TN

integrity Advisory Solutions

Robert Armstrong is a financial advisor with Integrity Advisory Solutions, holding Series 65 and Series 66 credentials and bringing 14 years of industry experience. He has extensive experience in estate planning, serving as president of the American Academy of Estate Planning Attorneys since 1993 and owning an estate planning law firm, Armstrong, Fisch & Tutoli. Armstrong also holds leadership roles in organizations supporting estate planning attorneys and wealth management. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, 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 model portfolio programs, 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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Jason T

Series 65

Lake Mary, FL

integrity Advisory Solutions

Jason Thornton is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds a Series 65 credential and previously worked at Encompass More Asset Management LLC. Thornton is also CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on Life Insurance and Annuities. 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 utilizes a range of asset-allocation strategies and third-party platforms.

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

Series 65

Moundsville, WV

integrity Advisory Solutions

Herman Lantz is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. He has practiced law since 2008 as the sole attorney at Lantz Law Offices and serves as an Assistant Prosecuting Attorney in both Hancock and Marshall counties in West Virginia. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm manages approximately $1.1 billion in client assets and offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using a variety of investment strategies and third-party platforms.

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

CFP®, Series 66

Urbandale, IA

integrity Advisory Solutions

Michelle Stockman is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She is currently with Integrity Advisory Solutions and Integrity Alliance, LLC, having previously worked at Principal Securities, Inc., Principal Funds Distributor, Inc., Principal Asset Management, and other firms. She also performs certain functions for Principal Global Investors, LLC and its affiliates. 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 assets. The firm offers comprehensive portfolio management and financial planning services, including retirement plan 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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Laura C

Series 65

Annapolis, MD

integrity Advisory Solutions

Laura Curry is a financial advisor with Integrity Advisory Solutions, holding a Series 65 credential and one year of industry experience. She has previously worked with Sinclair Prosser Gasior dba Gasior Law LLC and Nagles & Zaller, P.C. In addition to her advisory work, she is involved in estate planning law and assists with the administration of recreational gymnastics facilities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other 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, sub-advisory programs, and client referral services, using a range of asset-allocation and investment management strategies.

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

Series 65

Worcester, MA

integrity Advisory Solutions

James Miller is a Series 65 licensed advisor at Integrity Advisory Solutions with 11 years of experience in the financial industry. Prior to joining Integrity Advisory Solutions, he operated Abundance Financial Coaching, LLC for eight years and has maintained a law practice since 1994. In addition to his advisory work, he owns a law office licensed to sell insurance and is involved in life insurance sales. 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 along with various asset-allocation strategies.

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