Nicole Rukstalis is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and three years of industry experience. She also serves as Department Chair and Professor of Finance at Northeastern University's D'Amore-McKim School of Business, a position she has held since 2004. 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 and employee benefit plans, and corporate entities. The firm employs a range of investment approaches and routinely utilizes third-party sub-adviser platforms while maintaining ongoing portfolio oversight.

Curtis Burns is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Madison Avenue Securities, LLC, Vintage West Capital Management, and Mutual Securities, Inc. He is also involved with The Burns-Blackburn Group, which operates an insurance agency offering various insurance products. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a range of investment approaches and leverages third-party sub-adviser platforms for portfolio oversight and customized client solutions.

Dwight Ower is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 designation and 17 years of industry experience. He previously worked at Mitchell, Vaught and Taylor for 18 years before joining Integrated Advisors Network and Shields Capital Advisors in 2025. 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 range of investment approaches and often utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight.

Christopher Richard is an advisor with Integrated Advisors Network LLC and holds the Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at Vineyard Wealth Advisors and Integrated Advisors Network since 2015. Outside of his advisory work, he serves as a trustee for the Cramer Irrevocable Trust and participates on the financial committee of the Fairbanks Rancho Association. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and managed account platforms to manage client portfolios.

Thomas Samuelson is a CFA® charterholder with 20 years of experience in financial advising. He has been with Integrated Advisors Network LLC and Vineyard Global Advisors since 2015. 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 provides portfolio management, financial planning, and consulting using a range of strategies, including fundamental and quantitative analysis, options, and third-party manager platforms.

Charles Woodward is an advisor at Integrated Advisors Network LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at San Francisco Sentry Investment Group, SF Sentry Securities, Inc., and Wells Fargo Advisors. Woodward serves on the boards of the San Francisco Maritime National Park Association and the Olympic Club Foundation. 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, long- and short-term allocations, and options strategies, often integrating third-party sub-advisers and managing client portfolios through discretionary and non-discretionary services.

Mason Tucker is a financial advisor with Integrated Advisors Network LLC in San Diego, CA, holding a Series 65 designation and six years of industry experience. He has previously worked at Ernst & Young and has been involved with several affiliated firms under the Copper Crest brand, including Copper Crest Advisors, Copper Crest Insurance Services, and Copper Crest CPAs. Outside of his advisory role, he is engaged with non-investment-related activities through Copper Crest CPA's LLP and Copper Crest Insurance Services, LLC. 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 a range of services, including portfolio management, financial planning, wrap-fee programs, and access to third-party managers, employing a mix of fundamental and quantitative strategies within a risk-profile framework.

Guerdon Ely is a CFP® and ChFC® with 24 years of experience in financial advisory. He has been with Integrated Advisors Network LLC since 2017 and is also the owner and Chief Compliance Officer of Ely Prudent Portfolios, LLC, which he has operated since 2006. 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 range of investment approaches, including fundamental and quantitative analysis and uses third-party managers, with a focus on client-specific Investment Policy Statements and risk profiles.

David Polson is a Series 65-licensed financial advisor with one year of industry experience, currently affiliated with Integrated Advisors Network LLC. He has worked with Capital City Financial Partners in various capacities since 2021 and has prior experience in client services coordination. 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 employs a mix of fundamental and quantitative strategies and often utilizes third-party sub-advisers to implement client plans.

Michael Ross is a financial advisor with Integrated Advisors Network LLC in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes twelve years at Morgan Stanley and positions at Fortune Financial Services and Lattice Wealth Management. He is an author of a financial professional publication and co-hosts a podcast interviewing entrepreneurs. 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 range of investment approaches and frequently incorporates third-party sub-advisers in client portfolios.

Vincent Florentino is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds Series 65 and Series 66 licenses and has recent experience at Yorkshire Wealth Management. Prior to his advisory roles, he worked in various fields including education, emergency medical services, and media production. 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 consulting, using a mix of fundamental and quantitative approaches and often incorporates third-party sub-advisers and managed account solutions.

Thomas King is a financial advisor with Integrated Advisors Network LLC based in Peachtree City, GA. He holds a Series 65 designation and has six years of industry experience. Prior to joining Integrated Advisors Network, he worked at Auctum Wealth Management, AUCTUM CAPITAL, Spalding Amusement, and Financial Architects of the Low Country. Mr. King is also licensed as an insurance agent and sells insurance products independently. 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 range of investment approaches and frequently utilizing third-party sub-advisers to implement client plans.

Thomas Sarkes is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and T Rowe Price. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a mix of fundamental and quantitative strategies, incorporating third-party sub-adviser platforms and private fund investments as part of its tailored client solutions.

Susan Katz is a financial advisor with Integrated Advisors Network LLC in Kirkland, WA, holding a Series 66 designation and 22 years of industry experience. She previously operated Katz Family Financial Advisors, LLC for 14 years before joining Integrated Advisors Network and Candid Financial, where she has worked for the past seven years. 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 provides portfolio management and financial planning using a combination of fundamental and quantitative analysis, third-party sub-adviser platforms, and flexible investment strategies tailored to client risk profiles.

Terri Campbell is a CFA® charterholder with seven years of industry experience. She has worked at Integrated Advisors Network LLC since 2018 and previously held roles at Archer Bay Capital LLC and Liberty Mutual Group Asset Management. Outside of her advisory work, she owns and manages two equestrian properties used for horse boarding in Lake Worth, Florida. 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 uses a combination of fundamental and quantitative analysis within a risk-profile framework and frequently employs third-party sub-advisers to implement client portfolios.

Nathan O'Steen is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Capital City Financial Partners, W. Wall and Company Inc, Aspire Private Capital, and Merrill. He also acts as a tax advisor, dedicating less than 10 percent of his time to this role. 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 range of investment approaches and frequently utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight and rebalancing.

Charles Brown is a financial advisor at Integrated Advisors Network LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at DHK Financial Advisors, Inc. and LongView Investment Advisors, where he also serves as a principal. 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 range of investment approaches within a structured risk-profile framework and frequently uses third-party sub-adviser platforms while managing ongoing portfolio oversight and rebalancing.

James Burdett is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also involved in insurance sales and serves as Vice President at Select Wealth Advisers. 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 strategies and third-party manager platforms.

Duane Burghard is a financial advisor at Integrated Advisors Network LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for eight years. Outside of his advisory work, he is involved in podcasting, authoring, and voice acting through his company Narratives, LLC. Integrated Advisors Network is a multi-team 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 uses a variety of investment approaches and third-party manager platforms to implement client strategies within a risk-profile framework.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Open Network Financial, a dba of Integrated Advisors Network, since 2016 and previously spent two years at Coinbase Capital Markets Corp. Outside of advising, he is involved in offering fixed life and long-term care insurance products and fixed annuities through Open Network Financial Consulting. 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 mix of fundamental and quantitative investment strategies, often utilizing third-party sub-advisers, and offers services including portfolio management, financial planning, and access to Managed Account Solutions.