Irvine, CA Rockfield Blvd Office

Guy Baker is a CFP® and ChFC® with over 31 years of experience in financial services. He is currently with Wealth Teams Alliance, a team-based firm, and has held roles at multiple firms including Oak Grove, LLC, Alexander Beard (USA) LLC, and Baker Mountford Insurance Services. Outside of his advisory work, he owns Standel Publishing, a small editing and book publishing business. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients, offering retirement plan services and a wrap fee program. The firm uses technical analysis as its primary investment method and incorporates both long- and short-term strategies while treating cash as an asset class.

Jonathon Soucier is a financial advisor at Wealth Teams Alliance with 15 years of industry experience. He holds the Series 66 designation and has worked at Guardian Life Insurance Company, Park Avenue Securities, Capital Synergy Partners, Innovatum Capital Partners, LLC, and Mass Mutual Investors Services. Outside of advising, he serves as co-trustee for his parents' irrevocable trust. Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high-net-worth clients, offering retirement plan services and a wrap fee program. The firm uses technical analysis as its primary method and employs various investment strategies, including DFA mutual funds and AI-driven analytic tools.

Michael Alongi is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding a Series 66 designation and offering 16 years of industry experience. His prior roles include positions at Oak Grove, LLC, Signature Resources Capital Management, LLC, and Equitable Advisors. Wealth Teams Alliance provides discretionary portfolio management and financial planning for individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm emphasizes technical analysis and integrates multiple investment strategies, including internal strategies and sub-advisers, while maintaining client communications through newsletters and other publications.

Timothy Latimer is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at W&S Brokerage Services and Western Southern Life since 2015. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm’s investment approach integrates asset allocation with technical analysis, employing both long- and short-term trading strategies, and offers a broader service platform through multiple offices, publications, and a wrap-fee program.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also engaged in outside insurance sales. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform including multiple offices, client education, and a wrap-fee program.

Keith Conley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Teams Alliance in Irvine, CA. He has worked with The O.N. Equity Sales Company, Ohio National Financial Services, and Mitchell Financial Solutions. Outside of his advisory role, he acts as a licensed life insurance and annuity agent through Mitchell Financial Solutions. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment approach combined with technical analysis and supports a broader service platform through multiple offices, newsletters, and a wrap-fee program.