Wealth Advisors & Personal CFO’s

Concord

Click on photos below for a brief biography

Laura Provost

Principal and LPL Financial Advisor

Robin Wells

CPA, Partner

WCG Team Members

Amber Kodad, CFP®, MBA

Director, Advisor Resource Center

Andrew D’Addio*

Director, Practice Management Implementation

Brian Foley, CFP®

Trading Department Manager & Research Coordinator

Dara K. Asuncion

Marketing Manager

Gabriel Adams**, CFP®, CSRIC™

Manager, Financial Planning

John “Jack” Ewing

MBA, CFO

John Stewart

Director of Operations

Kathleen Talamayan

Financial Planning Coordinator

Lisa Dashnaw

Operations Manager

Marcie Ushijima

Director of First Impressions

Las Vegas

Mario Stadtlander

Associate – Research, Trading & Financial Planning

Matthew Pierce**, CFA^®

Director of Research and Trading

Moira Cowan

Client Services Associate

Raymond Bell

Advanced Insurance Consultant

Ryan Schlender

Compliance Associate

Sonja Wall

Chief Compliance Officer

Timorey Altamos

Director of First Impressions

San Diego

*Andrew D'Addio is not affiliated with LPL Financial.

**Gabriel Adams and Matthew Pierce are solely investment advisor representatives of WCG Wealth Advisors LLC, and not affiliated with LPL Financial.

The financial consultants at The Wealth Consulting Group are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC (WCG), a registered investment advisor. WCG and The Wealth Consulting Group are separate entities from LPL Financial.

WCG employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WCG; or (2) solely investment adviser representatives of WCG. Although all personnel operate their businesses under the name WCG, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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