Jason Mckinney is a financial advisor at Integrity Financial Corporation with 15 years of industry experience. He holds a Series 66 designation and has worked at Integrity Financial Corporation since 2011 and at J.B. McKinney since 2013. Outside of financial advising, he owns and operates Headwaters Armory, a firearms training business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach centers on asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services for accredited clients including alternative investments and family office consulting.

Scott Wilson is a financial advisor with Integrity Financial Corporation in Jackson, WY. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at Forbes Capital Solutions, Inc. from 2014 to 2020. Outside of his advisory role, Mr. Wilson owns and operates Fintent, LLC, an accounting and tax business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed funds, tax-aware strategies, and alternative investments for qualified clients, and serves as a sub-advisor to a private insurance-dedicated fund.

Lowell Mccarthy is a financial advisor at Integrity Financial Corporation with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Opus Financial Advisors. His background includes roles outside finance, such as positions at Amherst Wine and Liquors and Canisius College. Integrity Financial Corporation offers wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional alternative investment options for qualified clients.

Theodore Steelman is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Integrity Financial Corporation, where he has worked since 2023. Prior to this, he held positions at Bank of America and Merrill Lynch. Outside of his advisory work, he was involved with University of Florida RecSports from 2018 to 2021. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of index and actively managed funds, with access to alternative investments and family office consulting for qualified clients.

Loren Wengerd is a financial advisor at Integrity Financial Corporation with three years of industry experience. He holds a Series 65 designation and has been with Integrity since 2022. Outside of his advisory role, Loren owns and operates Halo Audio, LLC, a non-investment-related business he has managed since 2013. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, and family offices. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing both index and actively managed funds, and provides alternative investments and family office consulting for qualified clients.

Logan Thompson is a Series 65 licensed advisor at Integrity Financial Corporation with six years of industry experience. He has worked at Integrity Financial Corporation since 2020 and concurrently serves as an Officer Relations Manager at C.A.H.P Credit Union, where he focuses on business development and relationship management. Integrity Financial Corporation serves individuals, families, business owners, and charitable organizations by offering investment and wealth management, financial planning, and family-office consulting. The firm uses a Modern Portfolio Theory framework to build tailored portfolios and manages assets through both discretionary and non-discretionary approaches.

Daniel Van Attenhoven is a Series 65 licensed advisor with Integrity Financial Corporation, where he has worked since 2020 and has six years of industry experience. He also serves as Officer Relations Manager at CAHP Credit Union, providing financial services to peace officers and their families. Integrity Financial Corporation serves individuals, families, business owners, and charitable organizations, offering investment and wealth management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory investment approach, using a range of indexed and actively managed funds, and provides tailored portfolio management including alternative strategies for qualified clients.

Brandon Bush is a CFP® with 12 years of industry experience, currently serving at Integrity Financial Corporation since 2013. He holds the Series 65 designation and operates as president of Brandon Bush Financial Services Corporation, where he sells life insurance and fixed annuities outside of his investment advisory role. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and institutional plans. The firm employs asset allocation and Modern Portfolio Theory through mutual funds, ETFs, and alternative investments, and maintains a unique role as sub-advisor to an insurance-dedicated private equity fund.

Ryan Sapp is a financial advisor at Integrity Financial Corporation with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Integrity Financial Corporation since 2017, previously gaining experience at TDAmeritrade Inc. from 2013 to 2016. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations, offering investment and wealth management, financial and legacy planning, family-office consulting, and 401(k)/profit-sharing plan consulting. The firm utilizes a Modern Portfolio Theory framework, employing indexed and actively managed ETFs, mutual funds, and alternative strategies, while also acting as a discretionary sub-adviser to a private fund series structured for insurance-company investors.

Kristofer Gray is a Series 65-licensed advisor with Integrity Financial Corporation in Malibu, CA, where he has worked for 22 years. He has 20 years of industry experience. Outside of his advisory role, he is a principal owner of the Living Well Family Office and the Living Well Family Foundation, both of which he contributes to without compensation. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, family offices, and corporate pension plans. The firm employs asset allocation and Modern Portfolio Theory through a mix of index and actively managed funds, with additional access to alternative investments and family office consulting for qualified clients.