integrity Advisory Solutions

Stephen Waltar is a financial advisor with Integrity Advisory Solutions and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Guide Advisors, Inc. and Brokers Financial. He is also the owner and managing attorney of Legacy Estate Planning, LLC, an estate planning law firm. 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 sub-advisory services, employing various investment strategies and leveraging third-party platforms.

Ronald Morrison Jr. is a financial advisor with Integrity Advisory Solutions, holding a Series 65 license and two years of industry experience. He is also an attorney with over 20 years at Morrison Law Group, PLC, where he focuses on estate planning. In addition to his advisory role, he provides financial planning and educational services to estate planning clients through Morrison Money Management, LLC. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and corporations 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 uses various asset-allocation models and third-party platforms to tailor investment strategies.

Jesse Schilling is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has been involved in retirement planning through his ownership of Schilling Insurance, LLC and his role at Midwest Insurance Group since 2006. 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, and retirement plan consulting, utilizing a range of investment strategies and third-party platforms.

Edward Lovato is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has a background in law, operating his own legal practice, Lovato Law, PC, since 2017. Lovato also serves as an elected probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, offering portfolio management, financial planning, and retirement consulting services with a range of investment approaches and third-party platform integrations.

Heidi Thornton is a Series 65-licensed advisor with Integrity Advisory Solutions in Las Vegas, NV, and has one year of industry experience. She previously worked at Encompass More Asset Management LLC and has been a Life & Health Insurance Agent at Partners Life since 2017, assisting clients with Medicare plans alongside her husband. 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 plan consulting, and utilizes multiple asset-allocation strategies and third-party platforms to tailor investment solutions.

Quentyn Sego is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Brokers International Financial Services, Wells Fargo Clearing, Wells Fargo Bank, U.S. Bank, KeyBank, and Veridian Credit Union. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations 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 utilizes various asset-allocation strategies and third-party platforms to tailor investment solutions.

Cooper Kaufman is a financial advisor at Integrity Advisory Solutions with six years of industry experience. He holds a Series 65 designation and has previously worked at WR Wealth Planners LLC, Concorde Asset Management, LLC, and Senior Benefit Services. Outside of advising, he is involved in farming activities through Kaufman Family Farms, Inc. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, using a range of asset-allocation frameworks and third-party platforms.

Stephanie Thompson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. She holds the Series 65 designation and previously spent 12 years at Krueger Hernandez and Thompson SC, where she served as an attorney specializing in estate planning, trust administration, probate, and long-term care planning. Integrity Advisory Solutions supports 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 plan consulting, and sub-advisory services, utilizing fundamental and technical analysis, asset allocation strategies, and third-party platforms.

Spencer Ridley is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has previously worked in diverse roles including legal services and hospitality. Outside of finance, Ridley is involved as a counselor at a summer camp in Malibu, California. 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 about $1.1 billion in client assets, offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis along with various asset allocation strategies.

Elizabeth Neyens is a financial advisor at Integrity Advisory Solutions with two years of industry experience. She holds a Series 65 credential and also operates Neyens Law PLLC, where she has practiced estate planning law since 2014. Outside of advisory and legal work, she is developing a social media application through her ownership of Circle by Kindred. 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, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing a variety of investment strategies and third-party platforms.

Samuel Stenson is a financial advisor with Integrity Advisory Solutions who holds a Series 66 designation and has one year of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Cetera and Advisornet Financial Inc, among other firms. He also serves as a senior sales consultant for annuity wholesaling at IFC National Marketing. 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 provides portfolio management, financial planning, retirement plan consulting, and other advisory services, utilizing both fundamental and technical analysis alongside third-party platforms.

Michael Ferrer is a financial advisor at Integrity Advisory Solutions in Littleton, CO, holding Series 65 and Series 66 licenses with 21 years of industry experience. He previously worked at BlackRock Investments and Waddell & Reed, among other firms. Ferrer serves as Vice President and National Sales Director at Annexus Holdings, an independent distributor of life and health insurance and wealth management services. Integrity Advisory Solutions provides portfolio management, financial planning, and retirement plan consulting through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and business clients, employing a variety of asset-allocation strategies and third-party platforms.

Adam Johnson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds the Series 65 designation and has been affiliated with National Agents Alliance since 2013. Outside of his advisory role, he oversees and manages sober living houses through Ascend Recovery Partners and Ascend Recovery Residence. 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 sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Brian Klitzke is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at several firms, including Princor Financial Services and VOYA Financial Advisors, Inc., before joining Integrity Advisory Solutions and Integrity Alliance in 2025. 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 consulting, and sub-advisory programs, utilizing both fundamental and technical analysis along with asset-allocation frameworks.

Adam Rubin is a Series 65-licensed financial advisor at Integrity Advisory Solutions with one year of industry experience. He has been associated with Levine, Furman & Rubin, LLC since 2012, where he practices estate planning law. Rubin also serves on the boards of the Alzheimer's Association Greater New Jersey Chapter and the Senior Citizens Activities Network. Integrity Advisory Solutions is a multi-team firm that 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 sub-advisory services, managing approximately $1.1 billion in client assets.