Matthew Quattlebaum is a CFP® with 21 years of industry experience. He is currently with Integrated Wealth Concepts LLC and also affiliated with LPL Financial, having held positions at Broad View Wealth Management and H. Beck, Inc. earlier in his career. 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, employing a combination of internal management and third-party asset managers to construct customized portfolios.

Samuel Landphair Henneke is a CFP®-certified financial advisor with one year of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at LPL Financial, Valeo Financial Advisors, Hopwood Financial Services, Virginia Tech, and St. Christopher's Episcopal School. 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, and consulting services, constructing customized portfolios with a long-term approach while employing shorter-term trades for rebalancing or cash needs.

Leal Deddens is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts 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, utilizing customized portfolios and a combination of internal and third-party asset management.

Gina Wilson is a financial advisor at Integrated Wealth Concepts LLC with 37 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, 65, and 66. Her prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. 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, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

William Smith is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. Integrated Wealth Concepts 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, employing a long-term investment approach combined with shorter-term adjustments, and utilizes both internally managed and third-party strategies.

Daniel Gilliland is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and operates a CPA affiliate firm, Gilliland & Associates, PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, consulting, and family office services using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Phylyp Wagner is a CFP® with 44 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2021. His prior experience includes a 30-year tenure at H. Beck, Inc. Wagner maintains involvement in insurance sales on a limited basis. Integrated Wealth Concepts LLC provides services to 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, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing internal management alongside third-party asset managers.

Joshua Stark is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 license and bringing 24 years of industry experience. He has worked with Ameriprise, Osaic FA, Inc., and LPL Financial before joining Integrated Wealth Concepts in 2016. 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, using a primarily long-term approach with portfolios customized through mutual funds, ETFs, equities, and fixed income.

Carol Zirkle is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and eight years of industry experience. She has worked with LPL Financial since 2018 and has managed her own CPA firm, Carol Zirkle CPA PLLC, since 1990. In addition to her advisory roles, she serves on the board of Pinnacle Consulting Services. 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 customized investment management, financial planning, and family office services, employing a long-term investment approach combined with multiple model and wrap options.

Bradley Howe is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds a Series 66 designation and has worked with Intellisource Financial Services, LPL Financial, and Integrated Wealth Concepts. Outside his advisory role, he is employed part-time with MobileNow in McLean, VA. 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 sponsors wrap-fee programs, managing portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term strategy.

Shawn Wilson is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and 21 years of industry experience. His prior firms include Ameriprise and Osaic FA, Inc., before joining Integrated Wealth Concepts and LPL Financial in 2016. 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, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income through both internal management and third-party managers.

Erik Scudder is a financial advisor with Integrated Wealth Concepts LLC who holds a Series 66 credential and has 20 years of industry experience. His prior work includes positions at Ameriprise and Osaic FA, Inc. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves a diverse client base including 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, and consulting services, utilizing customized portfolios that combine mutual funds, ETFs, individual equities, and fixed income, with an emphasis on a long-term investment approach.

Jeffrey Armstrong is a financial advisor with Integrated Wealth Concepts LLC in Fairfax, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and has prior experience with LPL Financial, Osaic FA, Inc., and Ameriprise. Armstrong is involved in managing his own business entity, JMA Wealth Management, for tax and investment purposes. Integrated Wealth Concepts serves individuals, 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, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.