Integrity Wealth Advisors, Inc.

Stephen Wagner is a financial advisor with Integrity Wealth Advisors, Inc. in Ventura, California, holding CFP® and Series 63 designations and bringing 34 years of industry experience. Prior to joining Integrity Wealth Advisors in 2016, he worked at LPL Financial and Transamerica Financial Advisors. Outside of his advisory role, he has been involved in selling sporting event tickets through StubHub. Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate-planning coordination to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages discretionary assets of approximately $285 million across more than 800 client relationships, employing tailored portfolios using a mix of individual securities and third-party model portfolios while maintaining full discretion over trading decisions.

Mariah Nunez is a financial advisor with Integrity Wealth Advisors, Inc. in Ventura, CA. She holds a Series 65 license and has approximately two years of industry experience, including prior roles at Kayne Anderson Rudnick and One Capital Management, LLC. Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate-planning coordination to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages about $285 million in discretionary assets and offers tailored portfolios with ongoing monitoring, using both internal resources and third-party model portfolios.

Douglas Ecker is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with six years of industry experience. He holds a Series 65 designation and has previously worked at Staples Construction Company and Hartigán Foley General Contractors. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans, offering asset management, portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs both discretionary portfolio management and standalone consulting, utilizing a range of investment vehicles and a client-focused process supported by fundamental and technical analysis.

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Joseph Baroni is a CFP® with 20 years of industry experience. He currently works at Integrity Wealth Advisors, Inc. and has previously held roles at Morgan Stanley from 2001 to 2017. Outside of finance, he owns Associated Material Resource, a business dealing with plastics raw materials. Integrity Wealth Advisors, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages approximately $285 million in discretionary assets, offering customized portfolios and utilizing both proprietary and third-party model investments.

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.