Mark Mitamura is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial for over 14 years and previously spent 10 years with Level Four Advisory Services. 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 and financial planning, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Peter Zierhut is a financial advisor at Integrated Wealth Concepts LLC with over 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including LPL Financial and Level Four Advisory Services. Zierhut is also involved in multiple non-variable insurance ventures and operates a family office. 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 and a combination of internally managed and third-party strategies.

David Choi is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at LPL Financial since 2015 and was previously affiliated with Level Four Advisory Services. Outside of his advisory roles, he owns a retail tea and coffee shop, Y.E.S. Hospitality Group DBA Sharetea FV. 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, using customized portfolios built from mutual funds, ETFs, individual equities, and fixed income while employing both long-term and shorter-term trading strategies.

Whitney Massey is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Prior to joining Integrated Wealth Concepts, Massey worked at Level Four Advisory Services LLC and LPL Financial, LLC. Massey is also involved in several business activities, including a non-investment-related entity for tax and investment purposes. 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 using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income.