Matthew Nordmann is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior roles include positions at OSAIC, Securities America Advisors, and Invest Financial Corp. 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 services, and retirement plan advisory, utilizing customized portfolios with a primarily long-term investment approach.

Scott Morrison is a financial advisor with Integrated Wealth Concepts LLC in East Lansing, MI, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. His prior roles include positions at INVEST Financial Corp and Securities America Advisors. He is also the owner of THE FEDMEN, a federal employee benefits consultation business. 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, consulting, family office, and retirement plan advisory services, employing primarily long-term, customized portfolio strategies with a variety of investment vehicles.