Integrated Wealth Concepts LLC

Christopher Torres is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and is also a partner at Taylor & Company PC, a CPA practice. His prior experience includes roles at Purshe Kaplan Sterling Investments and McAdam LLC. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing about $16 billion in client assets.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors Corp from 2009 to 2016. He also operates Peter McMahon, P.C., a CPA affiliate program. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and tailored family office services, delivering customized portfolios through internal management and third-party asset managers.

Bryce Burch is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Wealth Management Company and Northwestern Mutual. He serves as Board Chair for the Fellowship of Christian Athletes. Integrated Wealth Concepts LLC is a national wealth management firm serving individuals, families, trusts, businesses, and charitable organizations through a network of approximately 452 advisors. The firm offers customized investment management, financial planning, retirement advisory, and family office services, managing around $16 billion in client assets.

Timothy Mahieu is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Wells Fargo Advisors. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios through a network of approximately 452 advisors managing about $16 billion in client assets.

Kevin Kyle is a financial advisor with Integrated Wealth Concepts LLC in Houston, TX, holding the CFP® and ChFC® designations and possessing 14 years of industry experience. Prior to joining Integrated Wealth Concepts in 2020, he worked at Northwestern Mutual in various capacities from 2011 to 2020. Outside of his advisory role, he is involved with TCWMA LLC, a business entity unrelated to investment advisory services. Integrated Wealth Concepts LLC is a national wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios through a network of approximately 452 advisors managing around $16 billion in assets.

Rex Berger is a Series 65 licensed financial advisor with Integrated Wealth Concepts LLC in Boston, MA, and has three years of industry experience. His prior roles include positions at Claro Advisors, The Colony Group, Merrill Lynch, and State Street Bank & Trust. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services with a focus on customized portfolios and a generally long-term investment approach.

Michael Haig is a financial advisor with Integrated Wealth Concepts LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Sterling Global Strategies, APW Capital, Aurora Private Wealth, and Sterling Wealth Management Group. Outside of advising, he is president of two restaurants, Hamey Sushi Oceanside and Harney Poway, overseeing their finances. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios via independent advisors who utilize both internal and third-party asset managers.

Andrea Chillak is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. She has 28 years of industry experience, including roles at Laurel Wealth Advisors, Inc. since 2013. Chillak is also a licensed insurance agent in California, offering life, fixed and variable contracts, and long-term care products. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing about $16 billion in client assets.

Guido Sarcione is a financial advisor with Integrated Wealth Concepts LLC who holds the ChFC® designation and has 30 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Mass Mutual Investors Services and MetLife Securities Inc. Sarcione is also involved in managing several real estate rental properties in New Hampshire. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing around $16 billion in client assets.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner at Goodman & Goodman LLC, a CPA affiliate program, a role he has held since 2004, and serves as president of Sunray Distributors, Inc. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing about $16 billion in assets.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Institutional Asset Management, Inc. and G.distributors, LLC. Outside of his advisory role, he is the president and owner of Boston Residential, a business he has managed since 2003. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolio solutions through both internal management and third-party asset managers.

Michael Welborn is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2021. Prior to this, he spent over two decades with Northwestern Mutual in various wealth management and investment roles. Integrated Wealth Concepts LLC is a national wealth management firm with a network of approximately 452 advisors serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and customized family office services through a combination of internal management and third-party asset managers.

Brad Capland is a financial advisor with Integrated Wealth Concepts LLC in Concord, MA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously at MetLife Securities Inc. and his own CPA practice, Brad M. Capland, CPA, which he has operated since 1991. Outside of his advisory work, he is a notary public. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and tailored family office services through a network of approximately 452 advisors managing around $16 billion in client assets.

Kevin Mcgrady is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Lincoln Financial Advisors and LPL Financial. Mcgrady also manages a non-investment business entity used for commission flow-through purposes. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm provides customized portfolios and a range of services including discretionary investment management, financial planning, and family office solutions through a network of approximately 452 advisors managing about $16 billion in client assets.

Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and over 21 years of experience as a CPA at Connolly, Switaj, Fogler & Co LLP. He began his advisory role at Integrated Wealth Concepts in 2025. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios with a generally long-term investment orientation.