Kimberly Safoyan is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her previous roles include positions at NATIONAL PLANNING CORPORATION and LPL Financial. Outside her advisory work, she is involved in private protection and security services through several local businesses. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering a mix of active and passive management, model portfolios, and algorithmic Guided Wealth Portfolios with tax optimization features.

Clinton Akerberg is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding a Series 66 designation and 22 years of industry experience. He has worked at WCG Wealth Advisors, LLC and LPL Financial since 2017, with prior experience at Summit Financial Group Inc. Outside of advising, he is a co-owner of The Crumb Catcher, LLC, a business based in Des Moines. 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, offering active and passive investment strategies, model portfolios, and an algorithmic Guided Wealth Portfolios service with tax optimization features.

Brianne Hart is a financial advisor with The Wealth Consulting Group in Montgomery, Alabama. She holds the PFS™ designation and has six years of industry experience. Prior to joining The Wealth Consulting Group in 2025, she operated her own advisory firm and has been the owner and CEO of a CPA firm since 2016. In addition to her advisory work, she serves as an assistant professor in the accounting program at Auburn University at Montgomery and manages a personal development business focused on coaching and digital products. The Wealth Consulting Group is an SEC-registered 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 and offers a range of services including discretionary portfolio management, financial planning, and access to algorithmic and model portfolio solutions.

Joel Drake is a financial advisor with The Wealth Consulting Group in Des Moines, IA, holding a Series 63 designation and over 35 years of industry experience. His career includes roles at FSC Securities Corporation and LPL Financial, where he has been active since 2005. Outside of advisory services, he provides notary and signature guarantee services. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, using a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals and risk tolerances.

Tye Martin is a financial advisor with The Wealth Consulting Group in Overland Park, KS, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes positions at Citigroup Global Markets, Morgan Stanley, LPL Financial, and various related advisory entities. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporations, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to manage portfolios using both active and passive investments, model portfolios, and advisor-enhanced algorithmic services.

Barclay Callender is a financial advisor with The Wealth Consulting Group in Las Vegas, holding a Series 66 license and 14 years of industry experience. He has been with The Wealth Consulting Group and LPL Financial since 2014. Barclay is also affiliated with Callender Consultants LLC, a non-investment related business entity. The Wealth Consulting Group provides fee-based wealth 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 both direct management and access to third-party manager programs.

Jennifer Malek is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with The Wealth Consulting Group since 2016 and has worked at LPL Financial since 2006. Outside of her advisory work, she is involved with Riman Skin & Body Products, a Korean skin and body care line. The Wealth Consulting Group provides fee-based wealth management, portfolio management, and financial planning 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, offering both direct management and access to third-party manager programs across multiple custodial platforms.

Christopher Johnson is a CFP® professional with 17 years of experience in financial advisory services. He has been associated with LPL Financial since 2016 and currently works with The Wealth Consulting Group. His background includes involvement with the Mariner Independent Advisor Network and several other investment-related business activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a mix of active and passive strategies with both fundamental and quantitative analysis.

Matthew Nichols is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and previously worked at Edward Jones for 12 years. Nichols provides investment advisory services through WCG Wealth Advisors, LLC, an independent firm. WCG Wealth Advisors, LLC offers 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 plan sponsors with fiduciary services alongside integration with legal-service pathways.

Jeffrey Wilkinson is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Wealth Consulting Group. He has worked previously at LPL Financial and V Wealth Advisors, among other firms. Wilkinson’s background also includes insurance agency work and service on a homeowners association board. 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 a range of active and passive portfolio management solutions alongside legal support services and multi-platform advisory relationships.

Christopher Korinek is a financial advisor with The Wealth Consulting Group and holds the ChFC® and Series 66 designations. He has 14 years of industry experience, including 15 years at Edward Jones before joining WCG Wealth Advisors and LPL Financial in 2026. 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 that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs.

Aaron Herwig is a financial advisor at WCG Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Herwig has experience in tax preparation and accounting through his involvement with H2 Tax Services LLC. 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 process using fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Carol Ann Donahue is a ChFC® credentialed financial advisor with 12 years of industry experience. She is currently with The Wealth Consulting Group in San Diego, CA, where she has worked since 2018, following prior roles at LPL Financial, CUSO Financial Services, LP, and North Island Credit Union. Donahue serves as a trustee of the Morgan W. Davis and Carol Ann Donahue Family Trust. The Wealth Consulting Group is an SEC-registered wealth management firm that provides services to 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 a range of active, passive, and algorithmically enhanced portfolio management solutions.

Hyongsuk Pau is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and having 36 years of industry experience. His career includes over two decades at LPL Financial, LLC, alongside his current role at The Wealth Consulting Group since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, including high-net-worth individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, utilizing both active and passive approaches, and offers services that integrate legal and implementation support alongside multi-platform advisory solutions.

Markus Gamett is a financial advisor with The Wealth Consulting Group and holds a Series 65 credential. He has been with the firm since 2026 and has prior experience at PwC, Grant Thornton LLP, Alter Domus, and other firms, as well as roles at Brigham Young University. 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 utilizes a tailored investment process that incorporates multiple analysis methods and offers services through various custodial platforms and sponsored programs, alongside integration with legal-service pathways and sub-advisory support.

Zoe Pins is a financial advisor at The Wealth Consulting Group with a Series 66 designation and two years of industry experience. Her prior work includes roles at LPL Financial and LivWel Advisors. Outside of her advisory work, she maintains employment with Lululemon. 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 and offers a range of services including discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.

Joshua Lewis is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and has prior experience at V Wealth Advisors LLC, Renaissance Financial, Securian Financial Services Inc., and Minnesota Life. Outside of his advisory role, he is involved in several businesses and community activities, including ownership of a family farm, serving on the board of a community college foundation, and participating on the board of directors for a flour mill and farm services company. 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 approach that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple platforms and offers fiduciary services and legal-service integration through its network of advisors.

Joshua Jones is a CFP® professional with 22 years of experience in the financial services industry. He is currently with The Wealth Consulting Group, having previously worked at V Wealth Management, LPL Financial, and Edward Jones. Outside of his advisory role, he owns an insurance agency specializing in life, long-term care, and disability insurance. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, including high-net-worth individuals, corporate clients, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies supported by fundamental, technical, macroeconomic, and quantitative analysis, and offers legal and implementation support through licensed attorneys and specialized vendors.

Joe Redmond III is a financial advisor with The Wealth Consulting Group in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with LPL Financial and WCG Wealth Advisors, LLC since 2014 and has operated K-Care LLC since 2000. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a range of investment strategies, including active and passive management, model portfolios, and algorithmic guided portfolios, while providing legal and implementation support through licensed attorneys and third-party specialists.

Maria Kiner is a financial advisor at The Wealth Consulting Group with 18 years of industry experience. She holds the CFP® designation and Series 65 license. Maria also operates The Kiner Group, a sole proprietorship through which she manages personal investments and works part-time as a practicing CPA. 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 both direct management and access to third-party manager-of-manager programs.