William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. 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 mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.

Eric Olney is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Integrated Advisors Network LLC and Capital City Financial Partners, where he has worked since 2023. Prior to that, he was with Shum Financial Group, Inc. and Girard Securities, Inc. Outside of his advisory roles, Olney is a partner in From Sea to Shining LLC, a property management business. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental and quantitative analysis alongside third-party manager platforms to implement client strategies.

Leslie Miller is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Miller Pacific Financial Advisors and Integrated Advisors Network since 2016. Miller serves on the Investment Committee for the Girl Scouts of Northern California. 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 mix of fundamental and quantitative analysis and employs both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisers and a risk-profile framework.

Michael Stephenson is a financial advisor with Integrated Advisors Network LLC in San Diego, CA. He holds a Series 65 designation and has six years of experience in the industry. Prior to his current role, he worked at Ernst & Young and spent five years at Texas Christian University. Outside of advising, he is a partner in Copper Crest CPA's LLP, which provides tax preparation and financial consulting services, and Copper Crest Insurance Services, LLC, where he manages client relationships. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves 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 strategies including fundamental and quantitative analysis, use of options and hedging, and access to third-party managers through wrap-fee programs and Managed Account Solutions.

Anna Nelson is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. She holds a Series 65 designation and has worked at Integrated Advisors Network since 2017, as well as Ely Prudent Portfolios, LLC since 2011. 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, including options and hedging strategies, and frequently utilizes third-party sub-adviser platforms like Envestnet while offering discretionary and non-discretionary investment management and financial planning services.

Peter Kennedy is a financial advisor at Integrated Advisors Network LLC holding a Series 65 designation. He has held various positions since 2016, including roles at All Source Investment Management, Talcott Financial Group, The Hanover Insurance Group, and State of Connecticut Retirement Plans and Trust Funds. 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 mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies to implement client plans, often placing clients on third-party sub-adviser platforms while supervising portfolio oversight and rebalancing.

Arnell Land is a financial advisor at Integrated Advisors Network LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley for 12 years. Land also operates as an independent licensed insurance agent focusing on accident, health, life, and variable products in Bakersfield, CA. 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, retirement and employee benefit plans, and corporate entities. The firm employs a risk-profile framework and a combination of fundamental and quantitative approaches, including the use of third-party sub-advisers and private funds, to implement client investment plans.

John Moreno is a financial advisor at Integrated Advisors Network LLC with a Series 65 designation. He has one year of experience in the financial industry, including roles at Capital City Financial Partners and Amplified Planning. Prior to his advisory career, he served in the U.S. Marine Corps Forces Special Operations Command and held positions at The Citadel and El Camino High School. 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 uses a combination of fundamental and quantitative analysis, third-party sub-advisers, and customized risk-profile frameworks to implement client investment plans.

James Mathis is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has held roles at Calton & Associates, Inc., First Financial Equity Corp., and Echelon Investment Management. Outside of his advisory work, Mathis serves as an outside consultant for VISAQ / Coleman Research, providing expertise to clients on an as-needed basis. 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 related consulting, utilizing a combination of fundamental and quantitative analysis along with access to third-party managers and private funds.

Michael Norris II is a Series 65-licensed advisor with Integrated Advisors Network LLC, based in Columbia, SC, and has eight years of industry experience. He has worked at Capital City Financial Partners since 2018, where he is a partner, and previously held positions at Great Lakes & Atlantic Wealth Management and ApexGraphix. Outside of his advisory roles, he serves as Treasurer for Beulah Baptist Church, managing financial reporting and cash handling. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a variety of investment strategies and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Eric Meushaw is a CFP® professional with 23 years of industry experience, currently serving at Integrated Advisors Network LLC. He has been affiliated with Integrated Advisors Network and DFPG Investments, Inc. since 2015 and has led Financial Foundations, Inc. since 1998. In addition to his advisory roles, he owns and manages a consulting firm, H&M Strategic Consulting, LLC. Integrated Advisors Network is an SEC-registered multi-team adviser providing portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporate entities. The firm employs a range of investment strategies and frequently utilizes third-party sub-advisers while overseeing portfolio management and rebalancing.

James Tindall Jr. is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at firms including Echelon Investment Management, SWBC Investment Company, and Ameriprise Advisor Services. Integrated Advisors Network is a multi-team investment adviser serving 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, providing portfolio management, financial planning, and related consulting services.

Grace Bertsche is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding a Series 65 designation and over eight years of combined experience. Her career includes roles at Capital City Financial Partners, the University of South Carolina, and in education at both Eastside High School and Northwood Middle School. 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 uses a risk-profile framework and a combination of fundamental and quantitative strategies, including third-party manager platforms, to implement client portfolios.

Anna Militello is a financial advisor at Integrated Advisors Network LLC with five years of industry experience. She holds a Series 65 designation and has worked at Militello Wealth Management since 2014. 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 combination of fundamental and quantitative analysis along with third-party manager platforms to implement client investment plans.

Geoffrey Zimmerman is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at Integrated Advisors Network LLC since 2018 and previously spent 11 years at Mosaic Financial Partners, Inc. He holds Series 63 and Series 66 licenses. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves 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, employing a variety of investment approaches and frequently uses third-party sub-adviser platforms to implement client plans.

Todd Blackburn is a financial advisor with Integrated Advisors Network LLC in Carlsbad, CA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior roles include positions at Madison Avenue Securities, Vintage West Capital Management, and Mutual Securities. Blackburn also manages The Burns-Blackburn Group, an insurance agency providing various life insurance and annuity products. Integrated Advisors Network is an SEC-registered 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 employs a range of investment approaches and frequently uses third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Mitchell Horst is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Cambridge Investment Research Advisors and Select Wealth Advisers, where he is also involved as manager of Horst Wealth Management, LLC. Additionally, he is an independent insurance agent and a managing partner in a real estate fund focused on vacation homes. 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 and offers portfolio management, financial planning, managed account solutions, and educational seminars.

Thomas Smith is a CFP® and Series 66-registered advisor with Integrated Advisors Network LLC, where he has worked since 2019. He has a total of nine years of industry experience, including prior roles at First Command Insurance Services and Georgia Pacific. Outside of his advisory work, Smith serves as an Assistant Operations Officer with the South Carolina Army National Guard. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm integrates fundamental and quantitative analysis with third-party manager platforms to tailor investment solutions aligned with clients’ risk profiles.

Lance Lienart is an advisor at Integrated Advisors Network LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Perigon Wealth Management. He is also licensed in insurance and spends approximately 10% of his time on related activities outside of investment management. 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 consulting services using a combination of fundamental and quantitative approaches, often incorporating third-party managers and offering both discretionary and non-discretionary investment management.