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.

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.