Integrated Wealth Solutions, LLC

Richard Wilkinson is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Integrated Wealth Solutions in 2025, he worked at TerraWealth, LLC and CAPE SECURITIES, Inc., and spent ten years at Primerica. He is also an independent licensed insurance agent. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across 300 client relationships, providing discretionary asset management and financial planning with an emphasis on tailored investment programs and public educational seminars.

Jacob Kent is a financial advisor with Integrated Wealth Solutions, LLC in York, PA. He holds the Series 63, 65, and 66 designations and has two years of industry experience. His prior work includes roles at Leidos, Inc., CACI, Inc., Primerica Advisors, and Edward Jones. Integrated Wealth Solutions, LLC provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm uses fundamental and technical analysis to develop customized investment programs and offers public seminars focused on general investment education.

Trent Heckman is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Primerica and CAPE Securities. Outside of advising, he is the owner and president of a real estate management company. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team manages about $114 million across roughly 300 clients, using fundamental and technical analysis with common investment vehicles, and offers educational seminars on general investment topics.

Christopher Albright is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at CAPE Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Outside of finance, he serves as a wrestling coach during the school year. Integrated Wealth Solutions, LLC provides discretionary asset management and financial planning services to individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars focused on general investment topics.

Michael Hoyt is a financial advisor with Integrated Wealth Solutions, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in academic roles at Gettysburg College, Gov. Thomas Johnson High School, and Grove City College. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team of eight advisors manages approximately $114 million across 300 client relationships, providing discretionary asset management and financial planning with an emphasis on client-specific goals and risk tolerance.

Michelle Wilkinson is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior work includes roles at CAPE Securities Inc., TerraWealth, LLC, and Primerica Advisors. She also has insurance sales experience, dedicating approximately 10% of her time to this activity. Integrated Wealth Solutions is an SEC-registered investment adviser serving individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis to manage portfolios, offers discretionary asset management, and provides public seminars focused on general investment education.

Jackson Mascari is a Series 65-licensed advisor with Integrated Wealth Solutions, LLC and has one year of industry experience. Prior to joining the firm, he held positions at S-Squared Surgical and Hershey Country Club. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across 300 client relationships with a discretionary approach focused on fundamental and technical analysis, offering periodic portfolio reviews, public educational seminars, and fixed-fee planning engagements.

James Shaffer is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Cape Securities, Terra Wealth Management, and Primerica. Outside of advisory work, he serves as a project manager for Kinsley Construction, Inc. and is involved in insurance sales and life insurance review through the Financial Independence Group. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm uses a combination of fundamental and technical analysis to develop investment programs tailored to clients’ goals and risk tolerance, and it offers public seminars focused on general investment education.