Kent Tedrick is a CFP® and CFA® with 31 years of experience in the financial services industry. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2019. Prior to this, he was with Independent Financial Partners and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios mainly composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach complemented by shorter-term trades for rebalancing and cash management.

Luke Schork is a financial advisor with Integrated Wealth Concepts LLC in Carlsbad, CA, holding a Series 66 designation and eight years of industry experience. He has worked with Integrated Wealth Concepts since 2019 and previously with Independent Financial Partners and LPL Financial. Outside of his advisory role, he is also a licensed notary public. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.