Juan Munoz is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with The Wealth Consulting Group, having previously worked at Capital Asset Advisory Service, The Noble Group, Raymond James Financial Services Advisors, and SAGEPOINT FINANCIAL. Munoz provides investment advisory services through WCG Wealth Advisors, LLC. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, and it supports clients through multiple custodial platforms and sponsored programs.

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

Victor Orozco Jr. is a CFP® professional with 18 years of industry experience, currently serving as an advisor at The Wealth Consulting Group in San Diego, CA. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process that combines multiple analytical approaches and offers both direct management and access to third-party programs, with additional integration of legal-service pathways and fiduciary support for plan sponsors.

Jebtha Graham is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at V Wealth Management, LLC and LPL Financial, LLC. Graham is based in Overland Park, KS. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers both direct management and access to third-party programs.

John Link Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His career includes roles at Link, Murrel & Company, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is a CPA partner at Redwitz, Inc. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a tailored investment approach combining active and passive strategies, model portfolios, and algorithmic services, supported by legal and implementation assistance through licensed attorneys and third-party vendors.

Erika Ferris is a CFP® professional with 24 years of experience in financial advising, currently with The Wealth Consulting Group in Billings, MT. Her previous roles include positions at LPL Financial LLC, Allied Investment Advisors LLC, Stockman Wealth Management, and D.A. Davidson & Co. She also provides administrative support to an independent investment advisory firm. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, and retirement plan clients with tailored strategies that combine fundamental, technical, macroeconomic, and quantitative analysis. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, utilizing both active and passive investment approaches alongside advisor-enhanced algorithmic services.

Chad Bruechert is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has experience at MassMutual Life Insurance Company, Bruechert Insurance Agency, Inc., and LPL Financial LLC. Chad also has a background in business management with PDF US LLC and West Coast Labels. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive management through multiple platforms and legal support services.

Darren Todd is a CFP® professional with over 31 years of experience in financial advising. He is currently affiliated with The Wealth Consulting Group in San Diego, CA, and has held roles at WCG Wealth Advisors, LPL Financial, and Todd Financial & Insurance Services, Inc. He also operates as an insurance agent specializing in health, group employee benefits, and property and casualty insurance. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs.

Ryan Reynolds is a CFP® and Series 65-licensed financial advisor with The Wealth Consulting Group, bringing two years of industry experience. Prior to joining the firm, he worked at V Wealth Advisors LLC and has extensive experience at Phillips 66 and ConocoPhillips. Outside of his advisory role, he serves as a board member for the Bartlesville Sports Commission and the Bartlesville Community Center Trust Authority. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support comprehensive client needs.

Ethan Hutcheson is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 11 years of industry experience, having previously worked at firms including Mariner Wealth Advisors, LPL Financial, and V Wealth Management. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers services through various custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory capabilities.

David Vos is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked at Creative Planning from 2018 to 2024. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments alongside algorithmic portfolio management and legal support services.

Edward Stone Jr. is a CFP® credentialed financial advisor with 38 years of industry experience. He is currently with The Wealth Consulting Group and has a long tenure at LPL Financial dating back to 1992. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Marc Gallo is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with The Wealth Consulting Group since 2014 and previously worked at LPL Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party manager-of-manager programs.

Kari Smith is a financial advisor at The Wealth Consulting Group with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including WCG Wealth Advisor, LLC and Cunningham Wealth Management, L.L.C. In addition to her advisory roles, she has been involved with Sisurx Corp since 2023. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing both active and passive investment strategies alongside proprietary algorithmic services and legal support resources.

Neal Wilson is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2018 and previously at LPL Financial and National Planning Corporation. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Michelle Cooley is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and 21 years of industry experience. Her prior roles include positions at LPL Financial and CUNA Mutual Group. She is also a co-host of The James Cooley Show...It’s Your Life LIVE on e360TV and radio. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm uses a tailored investment process that incorporates multiple analytical approaches and offers both direct management and access to third-party programs.

Anthony Turcotte Jr. is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes 15 years at Massmutual and MML Investors Services, followed by roles at WCG Wealth Advisors and LPL Financial since 2017. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through advisor-attorney relationships and third-party referrals.

Jeffrey Haskell is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His previous roles include positions at National Planning Corporation and LPL Financial. Outside of advising, he is a managing partner of Romeo X-Ray, LLC, a business involved in pilot services and equipment rental. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive management, model portfolios, and algorithmic guided wealth services with tax features.

David Brozenic is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and V Wealth Management. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining various analytical approaches and offers both direct management and access to third-party programs, with notable integration of legal-service pathways and extensive operational resources.

Lynn Bilodeau is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and 17 years of industry experience. She has worked with firms including LPL Financial and Householder Group Estate & Retirement Specialists. In addition to her advisory work, Bilodeau owns a law practice and is licensed as a notary public in Oklahoma. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process integrating multiple analytical approaches and offers a range of advisory and fiduciary services supported by an extensive platform network.