Lance Leimberg is a CFP® professional with 22 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC since 2016 and previously worked at Lincoln Financial Advisors Corporation from 2011 to 2016. Leimberg holds a Series 66 designation and maintains a dual affiliation with 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 services, and retirement plan advisory, utilizing customized portfolios with a primarily long-term investment approach and a combination of internal management and third-party asset managers.

Paul Koenig Jr. is a CFP® and ChFC® affiliated with Integrated Wealth Concepts LLC, bringing 19 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016 and previously with Lincoln Financial Advisors from 2011 to 2016. Outside of his advisory work, he has business activities related to non-variable insurance. 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 services, and retirement plan advisory, constructing customized portfolios with a long-term approach supplemented by shorter-term trades as needed.