Mark Senseman is a financial advisor with The Wealth Consulting Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Senseman serves as a trustee for the Londen Family Trust. 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 across multiple custodial platforms, offering both direct management and access to third-party programs.

Craig Mcbarnes is a financial advisor at The Wealth Consulting Group with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Intrepid Financial Planning Group. His practice is based in Palm Desert, CA. 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, offering both active and passive solutions alongside legal and implementation support through licensed attorneys.

Jason Gamett is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 20 years of industry experience and has been with The Wealth Consulting Group and LPL Financial since 2014. He is also a principal at Gamett & King, a CPA firm specializing in tax preparation and accounting. 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 across multiple custodial platforms.

Robert Menees is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior work includes roles at V Wealth Advisors LLC and LPL Financial. Menees is also involved in non-variable insurance activities, including life, health, disability, and long-term care 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, 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 through attorney referrals and estate-document assistance.

Renee Lee is a financial advisor with The Wealth Consulting Group in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Outside of her advisory role, she has worked as a store associate at JcPenney. 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 analysis methods and offers both direct management and access to third-party programs, with additional fiduciary and legal-service integration.

Mark Reinert is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial in Topeka, Kansas. He has worked at LPL Financial since 2009 and operates Reinert Wealth Management, a DBA under LPL. He also provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Charles Schwarz III is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 63 designation and 14 years of industry experience. He has worked with LPL Financial since 2012 and previously with Jackson Hewitt Tax Service. Schwarz is a part-owner of a spouse's business unrelated to investment activities. 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 investment options, model portfolios, and algorithmic guided wealth services.

Brianne Soscia is a CFP® professional with 15 years of experience in the financial services industry. She has worked with The Wealth Consulting Group since 2018 and previously held roles at Independent Financial Partners and LPL Financial. Brianne operates Financial Yogi, a business entity linked to her advisory activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs 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 money managers.

Johnathan Hines is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Since 2023, he has also engaged with Wealthroute, LLC, a business entity for tax and investment purposes. 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 strategies and utilizes both active and passive investments alongside advisor-enhanced algorithmic portfolio services.

Lindsay Schellpeper is a financial advisor with The Wealth Consulting Group in Norfolk, Nebraska, holding a Series 66 designation and 21 years of industry experience. She has worked at firms including LPL Financial LLC, Silverleaf Advisor Group (Sundance Investments), and Cetera Advisor LLC. Schellpeper provides investment advisory services through WCG Wealth Advisors, an independent registered investment advisory firm. 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, access to third-party money managers, and multiple investment platforms, combining active and passive strategies with periodic portfolio review and rebalancing.

Nicolas Tabellion is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. Prior to his current role, he spent ten years at Strategic Wealth Advisors Group, LLC and currently provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors and institutions, supported by an in-house research team that develops model portfolios and a broad platform accommodating various investment strategies and client needs.

Stephen Todd is a financial advisor at The Wealth Consulting Group with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, V Wealth Advisors, and Waddell & Reed. He is based in Overland Park, Kansas. 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 programs.

Amir Lozani is a financial advisor at The Wealth Consulting Group with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Lozani is based in San Diego, 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms.

Stephanie Gantt is a financial advisor at The Wealth Consulting Group with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010 as well as V Wealth Advisors LLC from 2010 to 2023. Gantt serves as a trustee for a family fiduciary trust. 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 using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integration with legal services and fiduciary support for plan sponsors.

Camden Chapin is a financial advisor at The Wealth Consulting Group with a Series 65 credential and no prior industry experience. His background includes roles outside finance, such as employment at DoorDash and studies at Kansas State University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mixed investment approach tailored to client goals and risk tolerances, combining fundamental, technical, macroeconomic, and quantitative analysis with active and passive strategies.

Barrett Banister is a financial advisor at The Wealth Consulting Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of his advisory role, Banister provides administrative support to an independent investment advisor firm. 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 multiple analytical approaches and offers a range of management options across various custodial platforms.

Lan Tran is a financial advisor at The Wealth Consulting Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 1998. Tran has been with The Wealth Consulting Group since 2016. 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 through referrals and ownership structures.

Duncan Kraft is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and one year of industry experience. His prior work includes roles with LPL Financial, Salt River Project, and several sports organizations such as the Dallas Cowboys Football Club and Seattle Storm. 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 manager programs.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. She previously worked at Sentinel Wealth Management, The Legacy Foundation, and Abaco Systems. Outside of her advisory role, she serves on the advisory board of the local YMCA, where she assists with community outreach and membership efforts. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a mix of active and passive strategies alongside proprietary algorithmic services and legal implementation support.

Brian Foley is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. Outside of his advisory role, Foley is involved as a part-time tennis coach and bookkeeper at a local tennis center. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies tailored to client goals and risk tolerances, and offers services including discretionary portfolio management, financial planning, and access to third-party money managers.