San Jose, CA Lincoln Ave Office

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.

Mark Ishibashi is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Advisors Group, LLC 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that incorporates fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles, and integrates legal-service pathways to support comprehensive client needs.