Integrated Advisors Network LLC

Thomas Andrews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrated Advisors Network LLC. His prior experience includes roles at Fidelity Investments and Strategic Advisors, Inc. He is also affiliated with Capital City Financial Partners. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a range of investment approaches and frequently utilizes third-party sub-adviser platforms while managing ongoing portfolio oversight.

William Berner is a financial advisor with Integrated Advisors Network LLC in Bend, OR, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Integrated Advisors Network in 2019. Outside of finance, he co-owns Sand Creek Bridle Horses, a horse training and events business in Bend, Oregon. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm utilizes a variety of investment approaches within a risk-profile framework and often engages third-party sub-advisers to implement client plans.

Scott Lipka is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Select Wealth Advisers and Ready Fitness. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management and financial planning, utilizing a variety of investment strategies and third-party manager platforms to implement client plans.

Gregory Young is a financial advisor at Integrated Advisors Network LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Capital City Financial Partners and Voya Financial Advisors. In addition to advisory work, he is involved in insurance sales. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a range of investment approaches and frequently utilizes third-party sub-advisers through platforms such as Envestnet.

Allyson Sacratini is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and with six years of industry experience. She has worked at The Vanguard Group and Capital City Financial Partners, where she currently serves as Director of Client Services. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies within a risk-profile framework and frequently utilizes third-party sub-adviser platforms as part of its investment approach.

John Davis Jr. is a financial advisor with Integrated Advisors Network LLC in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Raymond James and Associates and Purshe Kaplan Sterling Investments. Davis is also the owner and financial advisor for Family First Wealth Management, a DBA under Integrated Advisors Network. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, uses third-party sub-advisers, and offers services including portfolio management, financial planning, wrap-fee programs, and educational seminars.

Michael Sztrom is a financial advisor at Integrated Advisors Network LLC with 26 years of industry experience. He holds a Series 66 designation and has previously managed his own firms, including Sztrom Capital Management LLC and Sztrom Wealth Management. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a varied investment approach grounded in risk profiling and Investment Policy Statements, often utilizing third-party sub-advisers and offering a range of portfolio management and financial planning services.

Phillip Bell is an advisor at Integrated Advisors Network LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Yorkshire Wealth Management since 2017. Bell also serves as Director and President of the Valley Center Fire Protection District, managing an independent fire district outside of regular business hours. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative analysis along with various investment strategies, often leveraging third-party sub-advisers and platforms such as Envestnet to implement client portfolios.

Michael Young is a financial advisor with Integrated Advisors Network LLC in Dallas, TX, holding Series 63 and Series 65 designations and over 31 years of industry experience. His prior roles include positions at Specialized Advisors, LLC, Mission Institutional Advisors, First Financial Equity Corporation, AEP Wealth Management LLC, and Compliance Works Inc. Outside of his advisory work, he serves as the managing member of SPARK, PHILLIPS & WYLER, LLC, a holding company. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a variety of investment approaches and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Maxwell Holland is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Wells Fargo Clearing Services and Capital City Financial Partners, where he also serves as a Client Service Manager. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative approaches and frequently utilizes third-party sub-adviser platforms to implement client strategies.

Jennifer Newhouse is a financial advisor at Integrated Advisors Network LLC with 21 years of industry experience. She holds a Series 66 designation and has held roles at Diversify Wealth Management, LLC, DFPG Investments, Inc., and Vineyard Asset Management LLC. Outside of her advisory work, she serves as an assistant coach at New Covenant Academy, assisting with player instruction and training. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting to individual, high-net-worth, and institutional clients. The firm employs a range of investment approaches and frequently utilizes third-party sub-adviser platforms while overseeing ongoing portfolio management and rebalancing.

Michael Brown is a financial advisor at Integrated Advisors Network LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Copper Crest Capital, University of San Diego, and Ameriprise Financial Services, Inc. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account solutions as part of its portfolio management and financial planning services.

Amanda Klug is a financial advisor at Integrated Advisors Network LLC in Kirkland, WA, with eight years of industry experience. She holds a Series 65 credential and has previously worked at Katz Family Financial Advisors, LLC and Arizona State University. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and related consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, long- and short-term allocations, and options and hedging strategies, often utilizing third-party sub-advisers and platforms such as Envestnet for ongoing portfolio oversight.

Michael Coleman is a financial advisor at Integrated Advisors Network LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Morgan Stanley, including its Private Bank division. Outside of his advisory role, he serves as a Committee Director for the Omega Psi Phi Fraternity, where he contributes to developing the group's economic outlook and creating a networking interface for members. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and diversified managed account platforms to implement and oversee client portfolios.

Jason Heming is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at firms including Capital City Financial Partners, Great Lakes and Atlantic Wealth Management, VOYA Financial Advisors, and The State Media Group. Heming also operates as an independent insurance agent, providing insurance and fixed product sales. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting using a range of investment strategies, including third-party sub-adviser platforms and discretionary and non-discretionary management.