Brandon Williams is a financial advisor at Integrated Planning LLC in Aiken, SC, holding a Series 65 credential with nine years of industry experience. He previously worked at Prosperity Capital Advisors for seven years and has been an executive vice president at The Smith Group, Inc. since 2016, where he manages tax planning and preparation. Outside of his advisory role, he is also a licensed insurance agent offering fixed insurance products. Integrated Planning LLC serves individual and high-net-worth clients with discretionary portfolio management and standalone financial planning, managing approximately $76.7 million across 161 client relationships. The firm employs modern portfolio theory and a proprietary methodology to provide diversified investment exposure while maintaining a documented investment policy statement for each client.

William Kemp is a financial advisor at Integrated Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2024. Prior to this, he has experience in tax preparation and planning as a tax manager at The Smith Group, where he also serves as a licensed insurance agent. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a diversified investment approach based on modern portfolio theory and long-term trading, implementing strategies through written investment policy statements and regular account reviews.