Andrea Chillak is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her previous roles include positions at Laurel Wealth Advisors, Inc., Morgan Stanley, and Citigroup Global Markets. In addition to her advisory work, she is licensed as a California 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, family office, and retirement plan advisory services, implementing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income while employing a combination of internal and third-party asset management.

Brian Lavoie is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Coastwise Capital Group, LLC and 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, and retirement plan advisory services, employing a long-term investment approach complemented by shorter-term trades for portfolio rebalancing.

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 Series 65-licensed financial advisor with five years of industry experience, currently with Integrated Wealth Concepts LLC. He previously worked at Laurel Wealth Advisors, Inc. and DZ Bank and has been self-employed since 2018. Outside of advising, he is involved as a partner in a real estate investment business. 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 provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

William Bettis is a financial advisor with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at Laurel Wealth Advisors, Stancorp Investment Advisers, Morgan Stanley Dw Inc., and Banc Of America Investment 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, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income with a primarily long-term focus.

Michael Graney is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Ameriprise, and Citigroup Global Markets. Outside of his advisor role, he lectures on financial planning for women at Poway Adult School and Mira Costa Continuing Education and also works as a surf coach with SurfinFire Surf School. 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 and oversight of third-party asset managers.

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 designations and has worked at firms including Laurel Wealth Advisors, Torrey Pines Securities, Nexcore Financial Services, and UBS Financial Services. Welsh has been with 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 advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

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 14 years of industry experience and a Series 65 credential. He has previously worked at Laurel Wealth Advisors and El Centro Regional Medical Center and serves on the board of a Mexico-based real estate holdings firm. Outside of financial services, he owns Jonathan's Designs, a furniture manufacturing and design company. 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 with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Dustin Briquelet is a financial advisor at Integrated Wealth Concepts LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laurel Wealth Advisors, UBS Financial Services, and Citigroup Global Markets. He serves as a board member for the Dillon Foundation, which supports underprivileged children. 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 sponsors wrap-fee programs, employing a primarily long-term investment approach with customized portfolios.

Donald Rittenhouse is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Citigroup Global Markets. He has been with 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 advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing 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 with Integrated Wealth Concepts LLC in San Diego, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His previous roles include positions at Laurel Wealth Advisors, Inc., Morgan Stanley, and Citigroup Global Markets. 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 sponsors wrap-fee programs, implementing a primarily long-term investment approach with customized portfolios.

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 in San Diego, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Laurel Wealth Advisors, Inc. and non-financial positions at Crisp Painting, Arizona State University, 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 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 alongside shorter-term adjustments.

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 LPL Financial LLC and Kestra Advisory, among other firms. Outside of his advisory role, he owns and operates Duffy Kruspodin & Co LLP, a tax preparation and accounting firm. 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 family office services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Kimberly Gern is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. She holds a Series 66 designation and has previously worked with LPL Financial, Mohr Financial Group, the University of College Dublin, and the Irish Stock Exchange. Outside of her advisory role, she is involved with Ambrose Business Consulting, a non-investment-related business she has operated 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, and manages customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income using both internal management and third-party asset managers.

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. His prior work includes roles at Laurel Wealth Advisors, Raymond James Financial Services, Mission Federal Credit Union, CUSO Financial Services, LPL Financial, and Merrill. He is also a licensed insurance agent in California, authorized to solicit and sell annuity contracts. 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 customized portfolios and a primarily long-term investment approach combined with selective shorter-term trades.