Dallas, TX Ross Ave Office

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.

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.

Eric Drudge is a Series 65-licensed financial advisor with Integrity Advisory Solutions in Dallas, TX, bringing two years of industry experience. Prior to joining Integrity Advisory Solutions, he worked at Encompass More Asset Management LLC and Compass Group USA. He is also co-founder of The Triumph Agency LLC, an advanced financial insurance services business that provides life insurance and Medicare supplement plans. 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 utilizes various asset-allocation frameworks with ongoing client monitoring.

Shannon Dugger is a financial advisor at Integrity Advisory Solutions with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including AlphaStar Capital Management and Woodbury Financial Services. Dugger is also a Regional Sales Director at The Assurance Group, where she is involved in insurance consulting, planning, sales, recruiting, and business management. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporations, through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing various investment approaches and third-party platforms to tailor solutions for its clients.

Robert Steinmetz is a financial advisor at Integrity Advisory Solutions with five years of industry experience. He holds a Series 65 credential and has previous experience at Missouri Employers Mutual Insurance, WR Wealth Planners, LLC, and Senior Benefit Services. Steinmetz serves as board member and treasurer for Access Arts, a nonprofit organization that provides community art activities. 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, retirement plan consulting, and sub-advisory services using fundamental and technical analysis alongside a variety of asset-allocation frameworks.

Carrie Masure is a Series 65-licensed financial advisor with four years of industry experience, currently with Integrity Advisory Solutions. Her prior roles include positions at American Senior Benefits, Gradient Advisors LLC, and Bankers Life. She is also involved in retirement planning and financial education through affiliated businesses focused on client guidance and seminar facilitation. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and business clients through a network of independent advisors managing approximately $1.1 billion in assets. The firm offers tailored portfolio management, financial planning, retirement consulting, and utilizes a range of investment strategies and third-party platforms to meet client needs.

Kevin Sullivan is a Series 65-licensed advisor at Integrity Advisory Solutions with four years of industry experience. He previously worked at Namcoa for four years and has been associated with Infinite Wealth Advisors, LLC since 2012. Sullivan is also a licensed insurance agent. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and businesses 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 sub-advisory services, utilizing fundamental and technical analysis along with various asset-allocation strategies and third-party platforms.

Christopher Norris is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at Integrity Alliance, Burlington Alliance Capital Management, Allstate Insurance Company, and Osaic FS. In addition to his advisory role, he provides estate planning consultation through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients with 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 sub-advisory services, utilizing fundamental and technical analysis alongside various asset-allocation strategies and third-party platforms.

Allen Gentry IV is a financial advisor at Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Jarvis Financial and Ameriprise. Outside of his advisory duties, he is also a portfolio manager for Silverleaf Wealth Management. 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 other services, utilizing both fundamental and technical analysis and multiple asset-allocation strategies.

Adam Waszkowski is a CFA® charterholder with 16 years of industry experience, currently advising at Integrity Advisory Solutions in Dallas, TX. He previously worked at Namcoa for 13 years, Morgan Stanley for 2 years, and Citigroup Global Markets for 1 year. 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 sub-advisory services, employing a range of investment approaches including strategic and tactical asset allocation, model portfolios, and discretionary management.

Christopher Cassidy is a financial advisor with Integrity Advisory Solutions in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at LPL Financial, Cambridge Investment Research, Wells Fargo, Truist Investment Services, and Merrill. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory programs, employing various asset-allocation strategies and third-party platforms to tailor client portfolios.

Jeffrey Kaufman is a CFP® with 26 years of industry experience, currently serving at Integrity Advisory Solutions. His career includes roles at WR Wealth Planners LLC, Concorde Asset Management, and ownership of JK Financial, LLC, among others. Outside of financial advising, he manages Kaufman Family Farms, which specializes in farming and row crop production. Integrity Advisory Solutions supports a broad client base including individuals, trusts, estates, and corporations through a network of independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and utilizes multiple investment platforms and strategies, integrating retirement-plan advisory with affiliated program sponsorship.

Rhys Cooper is a CFP® with seven years of experience in financial advising, currently with Integrity Advisory Solutions since 2024. His prior roles include positions at Jarvis Financial Services, Shilanski & Associates, Financial Insights Wealth Management, and UBS. Outside his main firm, he is also a financial advisor with Silverleaf Wealth Management. 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 a range of services including portfolio management, financial planning, retirement consulting, sub-advisory programs, and fiduciary management, using a variety of investment strategies and third-party platforms.

Christopher Habedank is a financial advisor at Integrity Advisory Solutions with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory Solutions, Namcoa, Infinite Wealth Advisors, LLC, and T. Rowe Price. 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 sub-advisory services, using a combination of fundamental and technical analysis alongside various asset-allocation frameworks.

Marcus Egiebor is a financial advisor at Integrity Advisory Solutions with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Trust Access Firm, LLC and Insurance Access, where he manages insurance sales and estate planning activities. Marcus also serves as a managing general agent in the fixed insurance business. 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 offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a variety of asset-allocation frameworks and third-party platforms to construct tailored investment portfolios.