Rodney Thompson is a financial advisor at WE Alliance Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and Bankers Life. Outside of finance, he has experience in catering and events through Jackson Catering & Events. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, employing an investment approach that blends fundamental analysis and modern portfolio theory. The firm offers separately managed accounts and held-away retirement account management, and is known for its network of affiliated entities and sponsorship of private funds.

Justin Bougher is a financial advisor at WE Alliance Wealth Advisors, Inc. in Roseville, CA, holding a Series 65 designation with nine years of industry experience. He has been with WE Alliance Wealth Advisors since 2015. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing accounts on a discretionary basis with tailored Investment Policy Statements. The firm’s investment approach integrates fundamental analysis and modern portfolio theory, including strategies such as long-term equity positions, options, and allocations to less liquid investments.

Terry Wheeler is a CFP® with 32 years of industry experience, currently serving at WE Alliance Wealth Advisors, Inc. since 2015. He is also the owner and attorney of Strategic Wealth Legal Advisors, a law firm specializing in estate planning. WE Alliance Wealth Advisors provides portfolio management and financial planning to individual and high-net-worth clients, employing a disciplined investment approach that incorporates fundamental analysis, modern portfolio theory, and institutional-style strategies. The firm offers separately managed accounts, uses third-party custodians, and integrates outside accounts into its comprehensive investment oversight.