Jeremy Anderson is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. He worked at Bank of America, N.A., from 2011 to 2017 before joining WCG Wealth Advisors, LLC, where he has been since 2017. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, using both active and passive investment strategies tailored to client goals and risk tolerances.

Narendra Tarikere is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and one year of industry experience. He has previously worked with LPL Financial and has been employed by the University of New Mexico since 2002. He also provides administrative support to WCG Wealth Advisors, LLC. WCG Wealth Advisors, LLC offers 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.

Jimmy Lee is a financial advisor at The Wealth Consulting Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Wealth Consulting Group and affiliated firms since 2014. Outside of his advisory role, he hosts a podcast titled "The Bull of Wall Street." 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-of-manager programs, and integrates legal-services pathways alongside its advisory offerings.

Taylor Mark is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding a Series 66 license and two years of industry experience. Prior to his advisory role, he worked with Every Nation Ministries for six years. Outside of his advisory work, he is involved in caretaking activities. The Wealth Consulting Group is an SEC-registered firm serving individual clients, corporations, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to various investment platforms, combining active and passive strategies with estate-document support through licensed attorneys and partnerships with major custodians.

Cheryl Constantino is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2014. Cheryl holds a Series 66 license and operates out of Las Vegas, NV. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs across multiple custodial platforms.

Michele Pemberton is a financial advisor with The Wealth Consulting Group in Rancho Mirage, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has worked at WCG Wealth Advisors, LLC and LPL Financial since 2017, and previously at World Equity Group from 2010 to 2017. Outside of advisory services, she is a business owner of AOK Partners in Indian Wells, CA. 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 multiple analytical approaches and offers both direct management and access to third-party programs, with additional services including fiduciary support and legal-service integration.

Rommel Palomera Salas is a CFP® and Series 66-registered advisor with seven years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at LPL Financial, Uber, and Wells Fargo 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 fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Pamela Stanley is a financial advisor at The Wealth Consulting Group with 10 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014. In addition to her advisory role, she serves as a judge of elections for the Valencia County Bureau of Elections and provides notary public services. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and provides access to various custodial and third-party platforms, alongside legal-service integration and fiduciary support.

Michael Woitkoski is a financial advisor with The Wealth Consulting Group in San Diego, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of his advisory work, he is involved in offering access to legal services through the LegalShield platform. 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 utilizes a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party and manager-of-manager programs.

Tony Brewer is a Certified Financial Planner™ with 17 years of industry experience. He is currently with The Wealth Consulting Group in Las Vegas, where he has worked since 2014. Prior to that, he was with LPL Financial and briefly with Cetera Advisor Networks. 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 programs.

James Cave is a financial advisor with The Wealth Consulting Group in Sacramento, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive investments alongside model portfolios and algorithmic guided wealth services.

Andrew Zittell is a ChFC® with 38 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has previously worked at LPL Financial, Yerba Buena Wealth Advisors, and Strategic Wealth Advisors Group. 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 and offers a range of services including discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.

Marci Bair is a CFP®-credentialed financial advisor with The Wealth Consulting Group in San Diego, CA, bringing 33 years of industry experience. She has been associated with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2014 and has led Bair Financial Group since 1998. 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 approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Daniel Cherra is a financial advisor with The Wealth Consulting Group, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has previously worked at V Wealth Management and 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Morgan Davis is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2021 and previously spent six years at North Island Credit Union and Cuso Financial Services. 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 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 legal-service integration and fiduciary support for plan sponsors.

Erin Clifford is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at The Wealth Consulting Group and has prior experience with Minnesota Life Insurance Co, Securian Financial Services Inc, and LPL Financial LLC. Outside of her advisory role, she is a business owner and practitioner of neuro-linguistic programming (NLP) training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, and retirement plan clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive portfolio management along with a range of advisory and legal support services.

Adriane Lowe is a CFP® and ChFC® with 46 years of industry experience. She has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company from 1989 to 2017 before joining WCG Wealth Advisors, LLC and LPL Financial, LLC in 2017. She is based in Westlake Village, CA. 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 employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis and supports clients through multiple custodial platforms and sponsored programs.

Jennifer Riva Kirk is a financial advisor with The Wealth Consulting Group in San Jose, CA, holding a Series 66 credential and over 20 years of industry experience. Her career includes roles at LPL Financial LLC and Redwitz Wealth Management Group, where she has been involved since 1996. She serves on the board of the nonprofit Caritas Corporation. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a blend of active and passive investment strategies, fundamental and quantitative analysis, and provides advisory services through multiple custodial platforms.

James Brown Jr. is a financial advisor with The Wealth Consulting Group in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

James Worden is a CFA® charterholder with 25 years of industry experience. He is currently with The Wealth Consulting Group and has held roles at several firms including Straightway Financial LLC, AW Securities, and Allworth Financial. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, corporate clients, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports client relationships through multiple custodial platforms and sponsored programs.