Guerdon Ely is a CFP® and ChFC® with 24 years of experience in financial advising. He has worked at Integrated Advisors Network LLC since 2017 and previously led Ely Prudent Portfolios, LLC from 2006 to 2017. His career also includes experience at Prudent Investor Advisors, LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm offers portfolio management, financial planning, and access to third-party managers through a disciplined investment approach that includes fundamental and quantitative analysis and employs various strategies such as options and hedging when appropriate.

Anna Nelson is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 credential and 20 years of industry experience. She has worked at Integrated Advisors Network since 2017 and previously spent six years at Ely Prudent Portfolios, LLC and one year at Prudent Investor Advisors, 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 portfolio management, financial planning, and consulting services, employing both fundamental and quantitative analysis alongside risk-profile frameworks and utilizing third-party sub-advisers and wrap-fee programs.