Elmhurst, IL Office

Brady Peat is a CFP® and Series 65-registered advisor with three years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at Hightower Advisors, PrairieView Partners, and Googins Advisors. 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 long-term approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

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 has previously worked at Hightower Advisors and Vestor Capital, LLC. Caroline’s background also includes roles in education at Mastery Charter Schools and 21st Century Charter School. 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, utilizing customized portfolios that include mutual funds, ETFs, individual equities, and fixed income with a primarily 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 four years of industry experience. He holds Series 63 and Series 66 registrations 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 large network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a mix of internal management and third-party asset managers with a long-term investment approach.

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.