Elmhurst, IL Office

Brady Peat is a CFP® with four years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Hightower Advisors, PrairieView Partners, and Googins Advisors. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Caroline Shoener is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Hightower Advisors and Vestor Capital, LLC. Prior to her financial advisory career, she spent four years working in the charter school sector. 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 long-term investment approach.

Mary Mclean is a CFP® with 15 years of experience in the financial industry. She is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. 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, consulting, family office services, and wrap-fee programs, emphasizing customized portfolios and a primarily long-term investment approach.

Samuel Awad is a CFP® professional with nine years of experience in financial advising. He has worked at Integrated Wealth Concepts LLC since 2026, following six years at HighTower Advisors LLC and four years at Private Vista, LLC. Outside of financial advising, he provides operational and IT consulting and executive coaching, assisting with strategic IT programs and coaching high-potential executives. Integrated Wealth Concepts LLC serves individuals, families, trusts, 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 and a variety of model and wrap-fee program options.

Benjamin Audley is a CFP® professional with eight years of experience in financial advising. He currently works at Integrated Wealth Concepts LLC and previously held roles at Hightower Advisors, LLC and Mesirow Financial, Inc. prior to joining his current firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm primarily constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach, while also offering discretionary investment management and family office services.

Kurt Helmich is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Hightower Advisors and Charles Schwab & Co., Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm employs a mainly long-term investment approach using customized portfolios that include mutual funds, ETFs, equities, and fixed income, and offers discretionary management, financial planning, family office, and retirement plan advisory services.

Gregory Bogdan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. 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, consulting, and family office services, utilizing a range of mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.