We believe the advisor-owned registered investment advisor model is the present and future of financial advice delivery and we work tirelessly on behalf of network advisors to further our shared mission.
Chief Executive Officer
Jeff Groves co-founded Integrated Advisors Network and serves as Chief Executive Officer. Jeff is a true champion of entrepreneurship. He is committed to helping financial advisors build the business that they envision … on their terms. His passion for providing people with the support necessary to be successful and independent has been on display for years while Jeff was building CWI Inc, a successful regulatory compliance consulting firm.
Chief Relationship Officer
Linda Pix co-founded Integrated Advisors Network and serves as Chief Relationship Officer. Linda is responsible for providing network advisors with business development support, best practices insights, marketing guidance and value-added consulting support with an emphasis on building advisor’s practices, deepening relationships with Integrated, as well as promoting overall advisor connectivity to Integrated’s Advisor Solutions Platform. Linda created and heads the Integrated Alliance Program and works closely with the firm’s strategic partners to foster partner relationship development and partner resource incorporation.
Chief Operating Officer
Michael Young serves as Chief Operating Officer of Integrated Advisors Network. Michael is responsible for driving the effective strategic corporate implementation of the firm’s offerings and providing operational leadership. Michael heads the day-to-day management and oversight of all core operational functions including business administration, technology integration, strategic partner negotiations, network advisor practice administration, custodian relations, and investment operations.
Chief Compliance Officer
Soth Chin serves as Chief Compliance Officer of Integrated Advisors Network. Soth has over 25 years of financial services experience working with startups seeking to form an investment advisor, broker-dealer, mutual fund, or ETF. He successfully set up investment advisors for wealth management, mutual funds, private equity, and venture capital firms and have helped these firms launch over 50 mutual funds, ETFs and hedge/private equity funds.
Jason Inglis serves as President of Integrated Advisors Network. Jason is responsible for developing and implementing the firm’s strategic growth plans with an emphasis on leading new client acquisition efforts and the overall evolution of the firm’s brand. Jason heads the firm’s sales and marketing functions, and counsels wealth management advisors and teams on Integrated’s Advisor Solutions Platform, practice transition, business structuring, brand development, practice management, and numerous operational, regulatory, and protocol matters.
Director of Advisor Operations
Gilinda Mioduszewski serves as Director of Advisor Operations of Integrated Advisors Network. Gilinda is responsible for overseeing daily operations which include network advisor operational support, custodian and technology management, statement production, account billing and reconciliation, and implementation of Integrated’s Advisor Solutions Platform.
Director of Advisor Services
Nicole Garza serves as Director of Advisor Services for Integrated Advisors Network. In her role Nicole works closely with network advisors and also assists with the transition of new advisors by integrating advisors into the Integrated Advisor Solutions Platform. Nicole is an essential resource for existing and new advisors in the use of Riskalyze, Tamarac, and the various custodian platforms. She also is experienced with end-client relations and service. Nicole has been an integral part of several successful advisor practices – including a 6-time Barron’s Top Advisor team. Nicole has experience in financial planning, investments, and client service and she is licensed for advisory business and insurance product sales.
Director of Communications
Stephanie Clouatre, JD, serves as Director of Communications for Integrated Advisors Network. Stephanie describes herself as a “recovering attorney” and is responsible for working closely with the Integrated executive team to execute the firm’s multi-faceted marketing and communication strategies. Stephanie also acts as in-house counsel for the firm and helps to review and revise Integrated’s contractual agreements. Stephanie has extensive knowledge and experience in numerous practice areas of employment law and brings a lot of energy to all she does and to Integrated.
Director of Coaching
Gwyn Inglis serves as Director of Coaching for Integrated Advisors Network. Gwyn is responsible for providing coaching and consulting to support personal and professional growth for network advisors and her Integrated team members. Gwyn works closely with Integrated Alliance Partners to connect advisors and educate herself on the variety of value-added programs and services available to network advisors. Energetic and enthusiastic, Gwyn is known for her positivity and desire to help others realize their personal power.
Integrated Advisors Network
75 Malaga Cove Plaza, Suite 11, Palos Verdes Estates, CA 90274
855.729.4222 | info@IntegratedAdvisorsNetwork.com
Investment Advisory Services are offered through Integrated Advisors Network, LLC.