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Maxwell H

Series 63, Series 65

Columbia, SC

Integrated Advisors Network LLC

Maxwell Holland is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Wells Fargo Clearing Services and Capital City Financial Partners, where he also serves as a Client Service Manager. 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 employs a mix of fundamental and quantitative approaches and frequently utilizes third-party sub-adviser platforms to implement client strategies.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Michael C

Series 66

Columbia, SC

Integrated Advisors Network LLC

Michael Coleman is a financial advisor at Integrated Advisors Network LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Morgan Stanley, including its Private Bank division. Outside of his advisory role, he serves as a Committee Director for the Omega Psi Phi Fraternity, where he contributes to developing the group's economic outlook and creating a networking interface for members. 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, and corporate entities. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and diversified managed account platforms to implement and oversee client portfolios.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Jason H

Series 63, Series 66

Columbia, SC

Integrated Advisors Network LLC

Jason Heming is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and concurrently with Capital City Financial Partners since 2016. Outside of advisory roles, Heming also works as an independent insurance agent providing insurance and fixed product sales. 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 risk-profile framework combined with fundamental and quantitative analysis and offers access to third-party managers through various managed account solutions.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Cheyanne P

Series 65

Columbia, SC

Integrated Advisors Network LLC

Cheyanne Powell is a financial advisor at Integrated Advisors Network LLC with a Series 65 credential and one year of industry experience. She has previously worked at Capital City Financial Partners and held roles at Benedict College and Anatol Rodgers High School. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and related consulting services to 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, along with various allocation and hedging strategies, and frequently utilizes third-party sub-adviser platforms for portfolio management.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Kenneth W

Series 66

Columbia, SC

Integrated Advisors Network LLC

Kenneth Webb II is a financial advisor with Integrated Advisors Network LLC holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America/Merrill Lynch, Edward Jones, and Capital City Financial Partners. 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 mix of fundamental and quantitative analysis, using both long- and short-term allocations, options, and hedging, and frequently utilizes third-party sub-adviser platforms to implement client strategies.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Joshua B

Series 63, Series 66

Columbia, SC

Integrated Advisors Network LLC

Joshua Bradley is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and has prior experience with Capital City Financial Partners, Great Lakes & Atlantic Wealth Management and Advisory Partners, and Phoenix Life Insurance. Outside of advising, he is an independent insurance agent and also serves as a notary. 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 employs a range of investment approaches within a risk-profile framework and utilizes third-party sub-advisers while providing portfolio management, financial planning, and educational seminars.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Alex S

Series 65, Series 63

Columbia, SC

Integrated Advisors Network LLC

Alex Suggs is a financial advisor at Integrated Advisors Network LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes positions at Bank of America, Merrill, UBS Financial Services, and The Vanguard Group. 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 and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis strategies and frequently utilizes third-party sub-adviser platforms to implement customized client plans.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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David P

Series 65

Columbia, SC

Integrated Advisors Network LLC

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.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Nathan O

Series 65, Series 63

Columbia, SC

Integrated Advisors Network LLC

Nathan O'Steen is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior work includes roles at W. Wall and Company Inc, Aspire Private Capital, Bank of America, and Merrill. He also works as a tax advisor, dedicating less than 10 percent of his time to this activity. Integrated Advisors Network is an SEC-registered multi-team investment adviser providing 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 uses a combination of fundamental and quantitative analysis, multiple investment approaches, and access to third-party managers to implement client plans within a risk-profile framework.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Eric O

CFP®, Series 63, Series 65

Columbia, SC

Integrated Advisors Network LLC

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.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Michael N

Series 65

Columbia, SC

Integrated Advisors Network LLC

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.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Grace B

Series 65

Columbia, SC

Integrated Advisors Network LLC

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.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Thomas S

CFP®, Series 66

Columbia, SC

Integrated Advisors Network LLC

Thomas Smith is a CFP® professional with eight years of industry experience, currently serving at Integrated Advisors Network LLC since 2019. His prior roles include positions at First Command Insurance Services, First Command Advisory Services, and Georgia Pacific. In addition to his advisory work, he serves as an Assistant Operations Officer in the South Carolina Army National Guard. 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 risk-profile framework and diverse investment strategies, and it frequently utilizes third-party sub-advisers and customized investment solutions.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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