William Tison is a financial advisor with Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Questmont Virtual Family Office, Kestra Advisory, Morgan Stanley, and Charles Schwab. Outside of his advisory work, he owns Marine Marketing Services, LLC, a consulting 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, family office, and retirement plan advisory services, employing customized portfolios and a primarily long-term investment approach.

Taylor Ranker II is a financial advisor at Integrated Wealth Concepts LLC in Tampa, FL, holding Series 63 and Series 65 credentials with 35 years of industry experience. His prior experience includes roles at Kestra Advisory, Royal Alliance, and National Planning Corporation. He also serves as CEO and Business Development lead at Questmont Virtual Family Office, a registered investment advisory firm. Integrated Wealth Concepts LLC provides services to 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 across mutual funds, ETFs, equities, and fixed income.