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Rick M

Series 63, Series 65

Ofallon, IL

Integrated Advisors Network LLC

Rick Militello is a financial advisor with Integrated Advisors Network LLC in Ofallon, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Royal Alliance Associates, Inc. and Militello Wealth Management, where he currently holds an ownership interest. 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 employs a mix of fundamental and quantitative analysis, along with a range of investment strategies, and frequently utilizes third-party sub-adviser platforms to implement and oversee client portfolios.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Hugh S

Series 66

MacGregor, TX

Integrated Advisors Network LLC

Hugh Stout Jr. is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Coinbase Capital Markets Corp and Next Financial Group, Inc. His current tenure at Integrated Advisors Network and Abundantia Capital Corp spans 10 years. 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 provides portfolio management, financial planning, and access to third-party managers using a combination of fundamental and quantitative approaches tailored to client risk profiles.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Kenneth W

Series 66

Columbia, SC

Integrated Advisors Network LLC

Kenneth Webb II is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Capital City Financial Partners, Edward Jones, Bank of America/Merrill Lynch, AEgis Technologies, and Merrill. 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 combination of fundamental and quantitative analysis along with diversified allocation strategies and often utilizes third-party sub-advisers to manage client portfolios.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Christopher L

Series 65

Oak Park, IL

Integrated Advisors Network LLC

Christopher Lynn is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. He holds a Series 65 designation and has operated JC Investment Management as a DBA since 2005. Integrated Advisors Network is an SEC-registered multi-team 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 combination of fundamental and quantitative analysis within a risk-profile framework and frequently uses third-party sub-adviser platforms to implement client strategies.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Joshua B

Series 63, Series 66

Columbia, SC

Integrated Advisors Network LLC

Joshua Bradley is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and has prior experience with Capital City Financial Partners, Great Lakes & Atlantic Wealth Management and Advisory Partners, and Phoenix Life Insurance. Outside of advising, he is an independent insurance agent and also serves as a notary. 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 within a risk-profile framework and utilizes third-party sub-advisers while providing portfolio management, financial planning, and educational seminars.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Nicole G

Series 66

Broomfield, CO

Integrated Advisors Network LLC

Nicole Garza is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and 13 years of industry experience. She has worked with firms including Redefine Wealth Management and Wells Fargo Advisors. Outside of advisory services, she has operated an independent insurance agency. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporations. The firm employs a mix of fundamental and quantitative strategies, often integrates third-party managers, and supports a range of advisory arrangements including performance-based compensation and private fund investments.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Jessica B

Series 63, Series 66

Great Barrington, MA

Integrated Advisors Network LLC

Jessica Bartle is a financial advisor with Integrated Advisors Network LLC in Great Barrington, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Integrated Advisors Network since 2019 and serves as Chief Operating Officer of Evoque Investments. 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 uses various investment strategies, including third-party sub-advisers and managed account platforms.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Patrick W

Series 63

Menlo Park, CA

Integrated Advisors Network LLC

Patrick White is a financial advisor with Integrated Advisors Network LLC in Menlo Park, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Menlo Oaks Capital Group, LLC and Concert Wealth Management, Inc. prior to his current roles at Integrated Advisors Network and Menlo Oaks Capital Group. 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 mix of fundamental and quantitative analysis, third-party sub-adviser platforms, and customized investment strategies based on client risk profiles.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Audra M

Series 63, Series 65

Los Angeles, CA

Integrated Advisors Network LLC

Audra Mallow is a financial advisor with Integrated Advisors Network LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Integrated Advisors Network since 2016. Outside of her advisory role, Mallow serves as a trustee for the College of William & Mary Foundation and is the president of the University of Chicago Booth School of Business Los Angeles Alumni Board. She is also an advisor and investor in the FinTech company Trinlogix. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a range of investment approaches and often places clients on third-party sub-adviser platforms while overseeing portfolio management and rebalancing.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Marc C

Series 66

Hartford, CT

Integrated Advisors Network LLC

Marc Crone is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Independent Financial Group LLC and All Source Investment Management. Outside of his advisory role, he serves as Treasurer and Executive Committee member for Habitat for Humanity of Northwest Connecticut and chairs the local recreation committee in Norfolk, CT. Integrated Advisors Network is a multi-team SEC-registered firm offering portfolio management, financial planning, and related consulting to a diverse client base. The firm employs a combination of fundamental and quantitative strategies, including access to third-party managers and wrap-fee programs, to build client portfolios within a risk-profile framework.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Donald S

Series 66

Denver, CO

Integrated Advisors Network LLC

Donald Sawyer is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Mountain Capital Investment Advisors. Sawyer also operates Sawyer Capital Investment Advisors, a related business. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative analysis, and often employs third-party sub-advisers and private fund investments as part of its strategies.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 65

San Diego, CA

Integrated Advisors Network LLC

Jeffrey Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Integrated Advisors Network and affiliated entities since 2019. Outside of his advisory work, he is president and sole owner of Trek Trading Corporation, a holding company established in 1985. 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 range of investment approaches within risk-profile frameworks and routinely utilizes third-party sub-adviser platforms to implement and oversee client portfolios.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Alex S

Series 65, Series 63

Columbia, SC

Integrated Advisors Network LLC

Alex Suggs is a financial advisor at Integrated Advisors Network LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes positions at Bank of America, Merrill, UBS Financial Services, and The Vanguard Group. 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 and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis strategies and frequently utilizes third-party sub-adviser platforms to implement customized client plans.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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David F

CFA®

San Diego, CA

Integrated Advisors Network LLC

David Foster is a CFA® charterholder with three years of industry experience, currently affiliated with Integrated Advisors Network LLC in San Diego, CA. Prior to joining Integrated Advisors Network, he worked at Allianz Global Investors for 14 years. Outside of his advisory role, he is involved with Copper Crest CPAs LLP in accounting, consulting, and planning. 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 employs a mix of fundamental and quantitative analysis, using both discretionary and non-discretionary investment management approaches, and frequently utilizes third-party sub-advisers to implement client portfolios.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Peter A

CFA®

Manchester by the Sea, MA

Integrated Advisors Network LLC

Peter Andersen is a CFA® charterholder with 13 years of industry experience. He is affiliated with Integrated Advisors Network LLC and has worked at Andersen Capital Management since 2018, as well as having a prior role at Fiduciary Trust Co. 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 and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies, portfolio customization based on risk profiles, and frequently uses third-party sub-advisers.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Adam P

Series 65, Series 63

Stamford, CT

Integrated Advisors Network LLC

Adam Perlaky is a financial advisor with Integrated Advisors Network LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at ISDA, Foreside Fund Services, LLC, and World Gold Trust Services, LLC. 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 offers portfolio management, financial planning, and consulting services using a variety of investment approaches and access to third-party managers, with an emphasis on customized client plans based on risk profiles and investment policies.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Brenda C

Series 63, Series 65

Denver, CO

Integrated Advisors Network LLC

Brenda Cox is a financial advisor with Integrated Advisors Network LLC in Denver, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She previously worked at Bank of America and Merrill, with overlapping tenures from 2009 to 2020. Outside of advisory work, she serves as an investment banking consultant for Trinlogix and is a board member of Humane Colorado. 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, employee benefit plans, and corporate entities. The firm employs a client-specific investment approach using both fundamental and quantitative analysis and often incorporates third-party sub-advisers and private fund investments.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Janet G

CFP®, Series 65, Series 63

Asheville, NC

Integrated Advisors Network LLC

Janet Galloway is a CFP®-certified financial advisor with 11 years of industry experience, currently with Integrated Advisors Network LLC. She has worked at several firms, including Merrill and SA Stone Investment Advisors, and is also the owner of B&B Strategic Management. Outside of her advisory role, she teaches Kaplan curriculum virtually, leads a nonprofit group providing information to those considering divorce, and serves as president of a nonprofit organization. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm offers portfolio management, financial planning, and consulting services using a disciplined investment policy statement framework and a combination of fundamental, quantitative, and tactical strategies.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Patrick K

Series 66

Hartford, CT

Integrated Advisors Network LLC

Patrick Kennedy is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to his current role. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and access to third-party managers, employing a mix of fundamental and quantitative approaches guided by client risk profiles.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Douglas S

Series 63, Series 65

San Diego, CA

Integrated Advisors Network LLC

Douglas Shultz is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Yorkshire Wealth Management, LLC and Integrated Advisors Network since 2016, and previously spent a year at SII Investments, Inc. Outside of advisory services, he serves as the Escondido City Treasurer, managing treasury bond investments for the city. 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 employs a risk-profile framework and a combination of fundamental and quantitative analysis to implement client plans, often utilizing third-party sub-adviser platforms and offering discretionary and non-discretionary portfolio management and financial planning services.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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