Robert Single is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding a Series 66 designation and nine years of industry experience. He has previously worked at Edward Jones and concurrently operates at PRISM Financial Strategies, LLC. Outside of his advisory roles, Mr. Single has experience as a petroleum geologist involved in royalty and working interests. Integrated Wealth Concepts LLC serves individual and 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Amy Shroff is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including M. S. Howells & Co., PRISM Financial Strategies, and Bank of the West. 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 customized portfolios with a long-term approach and managing approximately $23.5 billion in assets under management.

Jeffrey Engelman is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Integrated Wealth Concepts LLC and has previously worked at PRISM Financial Strategies, Vision Brokerage Services, Highland Financial Group, and Vision Investment Advisors. In addition to his advisory work, Mr. Engelman is an insurance agent with Prism Insurance Strategies. 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 offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing a range of investment vehicles with a primarily long-term approach.

Shelly Schell is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at PRISM Financial Strategies, Bancwest Investment Services, and Bank of the West. She is also an author with involvement in Sunshine Inc. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.