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Blake F
Verified by Warmer
CFP®, Series 66
O'Fallon, IL
Integrated Advisors Network LLC
I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.
Thomas A
CFP®, Series 63, Series 66
Greenville, SC
Integrated Advisors Network LLC
Thomas Andrews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrated Advisors Network LLC. His prior experience includes roles at Fidelity Investments and Strategic Advisors, Inc. He is also affiliated with Capital City Financial Partners. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a range of investment approaches and frequently utilizes third-party sub-adviser platforms while managing ongoing portfolio oversight.
William B
Series 63, Series 65
Bend, OR
Integrated Advisors Network LLC
William Berner is a financial advisor with Integrated Advisors Network LLC and Sandcreek Investment Partners, Inc., holding Series 63 and 65 licenses and bringing 56 years of industry experience. His prior experience includes nine years at UBS Financial Services Inc. Outside of finance, he co-owns and operates Sand Creek Bridle Horses, a business focused on training and selling horses and hosting biannual horse clinics. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account platforms to implement client portfolios.
Scott L
Series 65, Series 63
Memphis, TN
Integrated Advisors Network LLC
Scott Lipka is a financial advisor with Integrated Advisors Network LLC in Memphis, TN, holding Series 65 and Series 63 licenses with one year of industry experience. He also serves as CFO and financial adviser at Select Wealth Advisers. Prior to his advisory roles, Lipka worked in the fitness industry for five years at Ready Fitness. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies and often utilizes third-party sub-advisers through platforms such as Envestnet.
Gregory Y
Series 63, Series 66
Hilton Head, SC
Integrated Advisors Network LLC
Gregory Young is a financial advisor at Integrated Advisors Network LLC with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Cedarleaf Financial, Capital City Financial Partners, and Voya Financial Advisors. His other business activities include insurance sales. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, utilizing a mix of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.
Allyson S
Series 63, Series 65
Belmont, NC
Integrated Advisors Network LLC
Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.
John D
Series 66
Little Rock, AR
Integrated Advisors Network LLC
John Davis Jr. is a financial advisor with Integrated Advisors Network LLC in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Raymond James and Associates and Purshe Kaplan Sterling Investments. Davis is also the owner and financial advisor for Family First Wealth Management, a DBA under Integrated Advisors Network. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, uses third-party sub-advisers, and offers services including portfolio management, financial planning, wrap-fee programs, and educational seminars.
Phillip B
Series 63, Series 65
San Diego, CA
Integrated Advisors Network LLC
Phillip Bell is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Yorkshire Wealth Management and Integrated Advisors Network since 2017 and spent one year at SII Investments prior to that. Bell also serves as Director and President of the Valley Center Fire Protection District. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and offers services including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through platforms such as Envestnet.
Michael Y
Series 63, Series 65
Dallas, TX
Integrated Advisors Network LLC
Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.
Maxwell H
Series 63, Series 65
Columbia, SC
Integrated Advisors Network LLC
Maxwell Holland is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Wells Fargo Clearing Services and Capital City Financial Partners, where he also serves as a Client Service Manager. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative approaches and frequently utilizes third-party sub-adviser platforms to implement client strategies.
Michael B
Series 65
San Diego, CA
Integrated Advisors Network LLC
Michael Brown is a Series 65-credentialed advisor at Integrated Advisors Network LLC with one year of industry experience. His prior work includes roles at Copper Crest Capital, the University of San Diego, and Ameriprise Financial Services. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative strategies within a risk-profile framework and frequently incorporates third-party sub-advisers and private fund investments in client portfolios.
Amanda K
Series 65
Kirkland, WA
Integrated Advisors Network LLC
Amanda Klug is a financial advisor at Integrated Advisors Network LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Candid Financial, LLC and Katz Family Financial Advisors, LLC. Prior to her advisory career, she worked at Arizona State University. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, using a range of investment approaches and third-party manager platforms to implement client plans.
Michael C
Series 66
Columbia, SC
Integrated Advisors Network LLC
Michael Coleman is a financial advisor at Integrated Advisors Network LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Morgan Stanley, including its Private Bank division. Outside of his advisory role, he serves as a Committee Director for the Omega Psi Phi Fraternity, where he contributes to developing the group's economic outlook and creating a networking interface for members. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and diversified managed account platforms to implement and oversee client portfolios.
Jason H
Series 63, Series 66
Columbia, SC
Integrated Advisors Network LLC
Jason Heming is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and concurrently with Capital City Financial Partners since 2016. Outside of advisory roles, Heming also works as an independent insurance agent providing insurance and fixed product sales. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a risk-profile framework combined with fundamental and quantitative analysis and offers access to third-party managers through various managed account solutions.
Kerstin R
CFP®, CFA®, Series 63
Delray Beach, FL
Integrated Advisors Network LLC
Kerstin Ramstrom is a financial advisor at Integrated Advisors Network LLC with CFP® and CFA® designations and three years of industry experience. She has worked at Integrated Advisors Network since 2022 and previously held a position at Mutual of America. Outside of her advisory work, she is involved with KER3 Enterprises LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and access to third-party managers through platforms such as Envestnet’s SMA/UMA/PMC programs.
Melissa M
Series 66
Great Barrington, MA
Integrated Advisors Network LLC
Melissa Mae is a Series 66-licensed financial advisor with 14 years of industry experience. She is affiliated with Integrated Advisors Network LLC and also serves as CEO of Evoque Investments. Her prior experience includes roles at Arista Advisory Group, LLC and Arista Investment Advisors, Ltd. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.
Wendie H
Series 63, Series 66
Bend, OR
Integrated Advisors Network LLC
Wendie Hohman is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She previously worked at UBS Financial Services Inc. and Sandcreek Investment Partners Inc. In addition to her advisory work, she serves as an assistant instructor at a local martial arts school and is a member of the board of directors for the Good Thought Good Action Foundation, a nonprofit organization involved in charitable and educational activities. Integrated Advisors Network is a multi-team investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, and corporate entities. The firm uses a combination of fundamental and quantitative analysis, long- and short-term allocations, and third-party manager platforms to implement client investment plans.
Mark H
CFP®, CFA®, Series 66
Mount Airy, MD
Integrated Advisors Network LLC
Mark Huber Jr. is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He currently works at Integrated Advisors Network LLC, where he has been since 2022, and has prior experience at Bolder, LLC, DFPG Investments, Inc., and Financial Foundations, Inc. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and frequently utilizes third-party sub-adviser platforms.
Cheyanne P
Series 65
Columbia, SC
Integrated Advisors Network LLC
Cheyanne Powell is a financial advisor at Integrated Advisors Network LLC with a Series 65 credential and one year of industry experience. She has previously worked at Capital City Financial Partners and held roles at Benedict College and Anatol Rodgers High School. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and related consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, along with various allocation and hedging strategies, and frequently utilizes third-party sub-adviser platforms for portfolio management.
Justin B
Series 66
Fredricksburg, VA
Integrated Advisors Network LLC
Justin Bernier is a financial advisor with Integrated Advisors Network LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Bernier is also CEO and CIO of NSG Index, LLC, which manages an ETF focused on emerging markets screened for U.S. national security and human rights interests, and is a founding partner of All Source Investment Management, specializing in emerging market research. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a mix of fundamental and quantitative analysis and frequently employs third-party sub-advisers and wrap-fee programs in its client solutions.
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