The Wealth Consulting Group

Kimberly Taylor is a financial advisor at The Wealth Consulting Group with four years of industry experience. She holds a Series 66 designation and has teaching roles at the University of New Mexico and Rice University. Additionally, she is president of The Kimberly Corp, which offers workshops on better communication. 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 across multiple platforms and offers fiduciary services as well as legal-service integration through advisor-attorneys and third-party referrals.

Christopher Rand is a CFP® professional with 29 years of experience in the financial services industry. He has been with WCG Wealth Advisors, LLC since 2014 and previously worked at LPL Financial. Rand also serves as an instructor for graduate-level business courses at UC Berkeley Extension and is a member of the CFP Board’s Integrity Review Commission. WCG Wealth Advisors, LLC 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 that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and it maintains notable integration with legal-service pathways to support comprehensive client needs.

Alissa Todd is a financial advisor at The Wealth Consulting Group with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and LPL Financial. Outside of her advisory role, she hosts the Women Owning Wealth event and speaks at various conferences and events. The Wealth Consulting Group provides fee-based wealth 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 combining multiple analytical approaches and integrates legal-service pathways to support comprehensive client needs.

Paul Lim is a CFP®-certified financial advisor with 19 years of industry experience. He has been with WCG Wealth Advisors, LLC and LPL Financial since 2014. Lim is based in San Diego, 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 process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and related resources.

James Hawryluk is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at LPL Financial, Sovereign Wealth Advisors, and Intrua Financial. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, corporate and plan sponsors, charities, trusts, and estates. The firm utilizes a tailored investment process combining multiple analytical approaches and offers both direct management and access to third-party programs, along with integrated legal-service pathways and fiduciary support for plan sponsors.

Roy Moon is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and 14 years of industry experience. His career includes roles at MML Investors Services and Mass Mutual Life Insurance Company prior to joining WCG Wealth Advisors and LPL Financial in 2017. 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 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 to support estate planning and fiduciary services.

Richard Meyer is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with multiple firms, including V Wealth Advisors, LLC and LPL Financial since 2010, and currently provides investment advisory services through WCG Wealth Advisors, LLC. Outside of advisory roles, he is involved with Meyer Enterprises, LLC and MMGKC, LLC, entities used for tax and investment purposes. 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, corporate clients, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways with advisory services to support estate planning and fiduciary needs.

Eric Wymore is a financial advisor with The Wealth Consulting Group and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at LPL Financial and V Wealth Management. Wymore provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. 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 incorporates fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and estate-document support.

Ana Pasion is a financial advisor with The Wealth Consulting Group in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at LPL Financial, First Command, Curate Partners, and First Allied Advisory 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 clients, 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 programs, with additional integration of legal-service pathways and fiduciary support.

Jeff Weber is a CFP® professional with 23 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has held prior roles at Titus Wealth Management and LPL Financial. Outside of his advisory work, Weber is also licensed to sell fixed insurance products. The Wealth Consulting Group provides fee-based wealth 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 utilizing multiple strategies and custodial platforms, and integrates legal-service pathways alongside its advisory offerings.

Julia McCormick is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with The Wealth Consulting Group and has previously worked at LPL Financial and Principal Financial Services. Outside of her advisory work, she has been involved as a freelance viola and violin player and performs with the Des Moines Symphony. 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, with a notable integration of legal-service pathways and a dedicated portfolio-model group.

Robert Melino is a CFP® professional affiliated with The Wealth Consulting Group, bringing 37 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. Outside of his advisory work, he serves as treasurer of the Italian Heritage Club, a social organization. The Wealth Consulting Group is an enterprise firm serving a diverse client base including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers a range of services from portfolio management to fiduciary support, with notable integration of legal-service pathways and comprehensive advisory resources.

Dane Brockman is a CFP® professional with 15 years of industry experience, currently serving with The Wealth Consulting Group in La Jolla, CA. His prior experience includes roles at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He is involved in entrepreneurial activities related to wealth management through his business, Redwitz Wealth Management. The Wealth Consulting Group provides fee-based wealth 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 combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Ryan Wilkerson is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with The Wealth Consulting Group, where he has worked since 2023. Prior to this, he held roles at LPL Financial, V Wealth Advisors, and other firms. Wilkerson serves as an at-large member on the Overland Park South Rotary nonprofit board. 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 programs, with additional integration of legal-service pathways and fiduciary support for plan sponsors.

Nila Tatum is a financial advisor with The Wealth Consulting Group, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at National Planning Corporation and LPL Financial. Tatum is based in Palm Desert, 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 combining multiple analytical approaches and offers fiduciary services and integration with legal-service pathways.