Don Meredith is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016. Meredith is also involved in several business entities related to financial services and insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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 primarily long-term investment approach with customizable portfolios and a range of model and wrap-fee programs.

Christopher Ferretti is a financial advisor with Integrated Wealth Concepts LLC in Chesapeake, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior firms include Ameriprise, Osaic FA, Inc., and LPL Financial. Outside of his advisory role, he coaches high school and club volleyball teams in North Carolina. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, typically employing a long-term investment approach while using model portfolios and third-party managers.

Ashley Ferretti is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Integrated Wealth Concepts, Ashley worked at LPL Financial and Integrated Financial Partners. Outside of advisory work, Ashley also works part-time as a bartender in Virginia Beach. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customizable portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Maria Ross is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Integrated Wealth Concepts since 2016, with prior experience at LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is a notary public. Integrated Wealth Concepts serves individuals, families, trusts, 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 using mutual funds, ETFs, equities, and fixed income, alongside third-party asset managers.