Shania Murray is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing four years of industry experience. Prior to joining Integrated Wealth Concepts in 2024, she worked at Ameriprise from 2021 to 2024 and has held roles outside finance in early childhood education and healthcare. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios primarily consisting of mutual funds, ETFs, equities, and fixed income.

Colin Walker is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for eight years. 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, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Wells Fargo Clearing. 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, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.