Andrea Chillak is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Laurel Wealth Advisors, Inc. since 2013. In addition to her advisory role, she is licensed in California as an insurance agent, focusing on life, fixed and variable contracts, and long-term care products. 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, utilizing customized portfolios with a primarily long-term investment approach.

Brian Lavoie is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 credential and 14 years of industry experience. His prior work includes seven years at Coastwise Capital Group, LLC, and subsequent roles at Laurel Wealth Advisors. 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 with a primarily long-term investment approach.

Timothy Riis is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 63 designation and 32 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2019, and previously spent 24 years with The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Outside of his advisory role, Riis operates Riis Financial Inc., a business 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, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach along with shorter-term rebalancing strategies.

Samson Dooley is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation with 2 years of industry experience. His work history includes roles at LPL Financial, Integrated Wealth Concepts, NFP, Inc., and Axos Bank. He has also worked in business development analysis at LPL Financial. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and consulting with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented by shorter-term adjustments.

David Sargent is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Inc. and DZ Bank. Outside of advising, he is involved in a real estate investment partnership where he manages property-related responsibilities. Integrated Wealth Concepts LLC serves individuals, families, 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 range of investment strategies including mutual funds, ETFs, and individual securities, with an emphasis on long-term portfolio construction.

William Bettis is a financial advisor at Integrated Wealth Concepts LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Laurel Wealth Advisors since 2015. Bettis currently operates under the Laurel Wealth Advisors DBA at Integrated Wealth Concepts. 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 supplemented by shorter-term trades for rebalancing and cash management.

Michael Graney is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been affiliated with Laurel Wealth Advisors, Inc. since 2012. Graney also lectures on financial planning for women at Poway Adult School and Mira Costa Continuing Education and serves as a surf coach at SurfinFire Surf School. Integrated Wealth Concepts LLC serves individuals, 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, using customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Michael Muniz is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Integrated Wealth Concepts since 2019 and previously spent four years with Lincoln Financial Advisors Corporation. Integrated Wealth Concepts serves a broad client base including 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 primarily long-term investment approach with customized portfolios and a range of model and wrap options.

Mark Welsh is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Laurel Wealth Advisors, Inc. since 2011 before joining Integrated Wealth Concepts in 2023. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both internally managed and third-party strategies.

Erick Conway is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Integrated Wealth Concepts in 2024, he worked at Von Berge Wealth Management Group, Laurel Wealth Advisors, and Wells Fargo Advisors. He is also an independent insurance agent licensed to sell life, accident, and health insurance products. 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 a long-term investment approach alongside shorter-term trades for rebalancing or cash needs.

Michael Mohr is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Lincoln Financial Advisors before joining Integrated Wealth Concepts and LPL Financial, where he has been since 2019. He also operates The Mohr Financial Group, a non-variable insurance business. 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 customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

David Rootes is a financial advisor at Integrated Wealth Concepts LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Laurel Wealth Advisors since 2012 alongside his current role. Outside of advising, he owns Jonathan's Designs, LLC, a furniture manufacturing and design company. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent advisors under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term focus and utilizing both internal and third-party management strategies.

Dustin Briquelet is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Laurel Wealth Advisors since 2012 and joined Integrated Wealth Concepts in 2023. Outside of his advisory roles, he serves as a board member of the Dillon Foundation, a nonprofit supporting underprivileged children. 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, emphasizing customized portfolios with a primarily long-term investment approach.

Donald Rittenhouse is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Laurel Wealth Advisors, Inc. prior to joining Integrated Wealth Concepts. 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, and family office services, employing a combination of internal management and third-party managers with a primarily long-term investment approach.

Francis Pedace Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2023. He previously worked at Laurel Wealth Advisors, Inc. for 10 years. Francis holds Series 63 and 65 licenses and has been licensed as an insurance agent in California since 1994, though he no longer actively engages in insurance activities. 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 customized portfolios with a long-term investment approach supported by model and wrap-fee programs.

Bradford Underdahl is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Laurel Wealth Advisors, Inc. since 2012 alongside his current role at Integrated Wealth Concepts since 2023. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management and financial planning services, employing a long-term investment approach supplemented by shorter-term trades, and manages assets primarily through mutual funds, ETFs, individual equities, and fixed income.

Constance Walsh is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. Her prior roles include positions at MS Howells & Co and Laurel Wealth Advisors, as well as running Walsh Financial Divorce Solutions for over two decades. She holds insurance licenses in California, Illinois, and New York, selling fixed life and long-term care insurance products as an additional business activity. Integrated Wealth Concepts LLC supports a network of independent advisors serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that combine mutual funds, ETFs, individual equities, and fixed income with both long-term and shorter-term strategies.

Douglas Bradley is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Capital Stewardship Group, Laurel Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he serves in leadership roles on investment and finance committees for several nonprofit organizations, including the Kiwanis Club and churches in La Jolla, CA. 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, family office services, and wrap-fee programs, utilizing customized portfolios of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Zachary Diskin is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he spent several years with Laurel Wealth Advisors, Inc. His background also includes roles outside the financial industry, such as work at Crisp Painting and Car Toyz Car Wash. 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, and sponsors wrap-fee programs, utilizing a combination of internal management and third-party asset managers with a primarily long-term investment approach.

Mark Kruspodin is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including LPL Financial LLC and Kestra Advisory and has been involved with Duffy Kruspodin LLP since 1989, where he is owner of a tax preparation and accounting business. 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, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Kimberly Gern is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Her background includes roles at LPL Financial and Mohr Financial Group, as well as earlier experience with the University of College Dublin and the Irish Stock Exchange. Outside of her advisory work, she has operated Ambrose Business Consulting since 2014. Integrated Wealth Concepts LLC 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, emphasizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Kristopher Lindley is a CFP® with 24 years of industry experience, currently serving at Integrated Wealth Concepts LLC since 2018. He also has a long tenure with LPL Financial, dating back to 2008. Outside of his advisory work, he is involved as a referee with the CASRA Referee Association. 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 primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

James Haug is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Waddell & Reed, Inc. Outside of advising, he is a partner at East Village Tax and has been a volleyball coach with Coast Volleyball Club since 2010. 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 wrap-fee programs, with a long-term investment approach that incorporates customized portfolios and oversight of third-party managers.

Adrian Duran is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisors and National Planning Holdings. 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 with a long-term approach alongside tactical rebalancing.

Terrance Arges is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has previously worked with Laurel Wealth Advisors, Raymond James Financial Services, Mission Federal Credit Union, and CUSO Financial Services. Mr. Arges is also a licensed insurance agent in California, authorized to solicit and sell annuity contracts. 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, utilizing customized portfolios with a primarily long-term investment approach.