Integrated Wealth Management, Inc.

Edward Grosko is a ChFC® credentialed advisor with 20 years of experience, currently serving at Integrated Wealth Management, Inc. since 2006. He also has longstanding roles at The O.N. Equity Sales Company and Ohio National Life Insurance, both since 2002. Outside of advisory work, he is a shareholder of EBG Marketing Inc., a marketing firm supporting financial organizations, and serves as a general partner in closed oil and gas investment partnerships. Integrated Wealth Management, Inc. provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm employs a fundamental analysis and long-term, buy-and-hold investment approach while incorporating shorter-term trades as needed, with portfolios primarily managed through mutual funds and asset-allocation models.

Benjamin Grosko is a financial advisor with Integrated Wealth Management, Inc., holding a Series 65 designation and 10 years of industry experience. He has been with Integrated Wealth Management since 2020 and has been involved with Integrated Planning since 2005. Outside of advisory work, he is a 50% owner of a restaurant business where he oversees operations. Integrated Wealth Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm employs a fundamental analysis and long-term buy-and-hold investment approach, supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

Stephen Jackson is a financial advisor at Integrated Wealth Management, Inc. in Uniontown, OH, holding a Series 65 designation with six years of industry experience. His prior work includes roles at BNY Mellon, Bost Benefits, and Edward Jones. Integrated Wealth Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm employs a long-term, buy-and-hold investment approach combined with fundamental analysis and offers educational seminars alongside client coaching and planning.

Michael Koly is a financial advisor with Integrated Wealth Management, Inc. in Uniontown, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been associated with THE O.N. Equity Sales Company since 2002. Outside of his advisory role, Koly is an agent selling life, health, disability, long-term care, fixed, and indexed annuities through Integrated Planning Company. Integrated Wealth Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm employs a long-term, buy-and-hold investment approach complemented by fundamental analysis and periodic use of shorter-term trades, offering continuous coaching and educational seminars alongside personalized financial plans.

Brandon Oing is a financial advisor at Integrated Wealth Management, Inc. in Uniontown, OH, holding a Series 66 designation with three years of industry experience. He previously worked at Edward Jones from 2014 to 2025. Integrated Wealth Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm follows a long-term, buy-and-hold investment approach supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

Tracy Williams is a CFP® professional at Integrated Wealth Management, Inc. with one year of industry experience. Prior to joining the firm, Williams worked at the YMCA for one year. Integrated Wealth Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm employs a long-term, buy-and-hold investment approach supplemented by shorter-term trades when appropriate, and offers educational seminars alongside client coaching and planning.

Kailey Bonniwell is a Series 65-licensed financial advisor with Integrated Wealth Management, Inc. in Uniontown, OH, bringing two years of industry experience. Prior to joining Integrated Wealth Management, she worked at Symphony Financial Services and LPL Financial. Integrated Wealth Management provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and business entities. The firm emphasizes fundamental analysis and a long-term, buy-and-hold investment approach while also incorporating shorter-term trades when appropriate.