Andrew joined The Wealth Consulting Group in September of 2015 as a Practice Management and Integration Director. Andrew is a seasoned practice management and business development professional with more than 25 years of industry experience. At WCG Andrew is responsible for working with existing locations to grow their business and with newly appointed branches to ensure a smooth transition. He also runs his own consulting practice, and most recently worked directly with a firm in Portland, Oregon as their COO, where he took the firm to an independent RIA model.

In previous roles Andrew worked with branch managers, general agents and advisors to provide practice management strategies in an effort to help them work towards greater levels of success through marketing, succession planning, human capital and operational considerations.

When Andrew’s not working, he enjoys cooking (and occasionally baking) seasonally inspired dishes he finds in the blogosphere. He also runs every day that he can and spends time on the tennis court with friends playing in USTA leagues. On the weekends he enjoys taking long runs with his wife and spending time together as a family with their kids.

Andrew D'Addio is not affiliated with LPL Financial.

As President of The Wealth Consulting Group (WCG), Andy leads the firm’s advisor support, sales, and operations teams. He also serves on WCG’s leadership committee, helping guide the firm’s long-term growth strategy.

Andy brings more than 30 years of executive leadership in the wealth management industry, having supported the growth and development of some of the largest and most successful firms and platforms in the country. Prior to joining WCG, he was the Founder and Managing Partner of Cassique Strategies, a consulting firm dedicated to helping advisory businesses scale with purpose. He also serves on the Advisory Board of TowerBrook Capital Partners, a global private equity firm.

Prior to launching Cassique, Andy served as Managing Director and Divisional President at LPL Financial, where he was a member of the Management Committee. In that role, he supported more than 17,000 independent financial advisors and 800 financial institutions—representing over $900 billion in assets. He also held CEO roles at American General Securities and Mutual Service Corporation, leading both firms through key periods of growth and transformation.

Outside the industry, Andy is a board member of Communities In Schools of Mecklenburg County, where he previously served as President.

Brandon Danziger, hailing from New Jersey, ventured to California Lutheran University to pursue his passion for business administration. There, he completed his Bachelor's degree in Business Administration and later returned for his MBA in Finance, graduating Magna Cum Laude. Alongside his academic accomplishments, Brandon showcased his athletic talent as a member of the men's basketball team, earning recognition for Outstanding Academic Achievement from NABC.

Driven by a desire for global exposure, Brandon embarked on a transformative semester in Hong Kong, immersing himself in the study of international finance. His entrepreneurial spirit flourished during this time, as he emerged as a finalist in the prestigious Big5 Gymnasium entrepreneurial innovation competition.

Outside of his academic and professional pursuits, Brandon finds joy in exploring the world through travel and indulging in his passions for basketball, pickleball, and golf. With a solid educational foundation, remarkable athletic achievements, and a thirst for new experiences, Brandon Danziger is poised to make a lasting impact in the business world while cherishing his love for sports and exploration.

Caitlin brings over 17 years of experience in corporate and personal financial planning. Prior to joining WCG, she developed detailed comprehensive financial plans for high-net-worth clients at small RIAs. She began her career working as a financial analyst for an international non-profit as well as mid-sized corporations focusing on budgeting and analysis.

Caitlin is a Certified Financial Planner® and Enrolled Agent and holds the Series 65 license. She graduated from the University of Virginia with a B.A. in Economics and holds a M.A. in International Commerce and Policy from George Mason University.

Caitlin lives in the Middle Peninsula region of Virginia with her husband and two dogs. She enjoys running, watching and playing sports, and is involved in two local non-profit organizations.

With more than twenty-five years of experience in the financial services industry, Chris is a professional who cares deeply about the best interests of his clients. He prides himself on the meticulous care and attention he gives every client. In January 2015, Chris co-founded FIDES Wealth Strategies Group. The firm’s name is based on the ancient Roman term for reliability, representing a sense of mutual trust between two parties. Always striving to maintain that spirit of trust and steadfastness, Chris remains dedicated to his clients’ needs. He works primarily with high-income professionals, executives, retirees, and business owners in various industries, helping them work toward their financial goals.

Chris holds some of the industry’s highest designations and educational credentials. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a Chartered Life Underwriter (CLU®). He holds a Bachelor of Science degree in business finance from San Diego State University, and a Master of Science degree in financial services from the American College of Financial Services. Chris went on to earn a Doctor of Philosophy (Ph.D.) in Financial and Retirement Planning in December 2021 from the American College of Financial Services. He has represented the financial planning profession for more than two decades. He has served many times on the board of the Financial Planning Association of San Diego, including one term as president, and was elected by his peers to serve as a National Financial Planning Association (FPA) Board Member from 2010-2012. He was appointed by the CFP BOARD to serve on their Commission on Standards (2016-2018) and their Commission on Sanctions and Fitness (2021 to present).

Chris is dedicated to supporting his fellow professionals in a variety of volunteer roles. He represented more than 19,000 LPL Financial advisors by serving on the LPL Financial Advisor and Ambassador Councils.  He also enjoys supporting the next generation of new financial planners by teaching in the financial planning programs at San Diego State University and U.C. Berkeley. He and his wife Karen are San Diego natives who now live in the Mount Helix area with their three daughters Addisyn, Piper & Marissa.

Investment advice offered through WCG Wealth Advisors, a Registered Investment Advisor. WCG Wealth Advisors, The Wealth Consulting Group and FIDES Wealth Strategies Group are separate entities.

FIDES Wealth Strategies Group, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

Christopher Rand is solely an investment advisor representatives through WCG Wealth Advisors, LLC and is not affiliated with LPL Financial.

Empowering Advisors to Lead with Purpose

Matt Gilliam brings over 25 years of financial services leadership to The Wealth Consulting Group, where he is driven by a passion for helping others achieve and exceed their goals. His focus is on supporting advisors in building strong, sustainable practices rooted in holistic financial guidance. Through mentorship and collaboration, Matt plays a key role in fostering a positive, resource-rich culture where advisors can thrive both professionally and personally.

Throughout his career, Matt has remained committed to equipping advisors with the tools, strategies, and support they need to deliver meaningful impact in the lives of their clients and within their communities. His leadership is grounded in integrity, service, and a deep belief in the value of long-term relationships.

Outside the office, Matt enjoys spending time with his wife and their three incredible sons. He is also deeply committed to giving back, coaching multiple youth sports teams. For Matt, few things are more rewarding than helping young athletes grow through the powerful life lessons found in teamwork, discipline, and perseverance.

With over 25 years of experience in the investment industry, Erika brings a wealth of expertise to the Wealth Consulting Group. Specializing in qualified retirement plan design, recordkeeping, and plan consulting for employers, she is well-versed in a variety of retirement plans, including qualified and non-qualified plans, SIMPLEs, and IRAs. Erika’s advisory experience has provided her with deep insight into the fiduciary responsibilities of retirement plans and the critical importance of delivering effective employee education.

As a Certified Financial Planner® professional, Erika understands how vital company retirement plans are in both attracting and retaining top talent. She recognizes these plans as a crucial element of an employee's long-term financial success. Erika's extensive financial planning background also includes working with high-net-worth individuals to create comprehensive financial plans tailored to their specific needs.

Erika holds a Bachelor of Science degree in Accounting from Montana State University in Bozeman. A lifelong Montanan, she grew up on her family’s ranch on the eastern plains and remains deeply connected to her roots. While she enjoys exploring new places, Erika most often spends time with her daughter, embracing all the outdoor activities that their “backyard” has to offer.

Jason Ehrlich serves as Chief Financial Officer and Head of Corporate Development for The Wealth Consulting Group (WCG). In this role, he guides the firm’s financial strategy and leads initiatives related to strategic growth, M&A, and partnerships. He also serves on WCG's leadership committee, helping guide the firm's long-term growth strategy.

Jason brings more than 15 years of experience as an investment professional focused on the financial services and wealth management industry. His relationship with WCG began in 2025 when he joined the firm’s Board of Directors, where he provided strategic guidance prior to joining the executive team. Before WCG, Jason was Managing Director and Head of Investments at Emigrant Partners, where he led investments in wealth management firms. Earlier in his career, he held roles at several leading private equity firms including TowerBrook Capital Partners, Onex Partners, Lightyear Capital, and Aquiline Capital.

Jason earned his Bachelor of Arts in Economics from Cornell University. Originally from Los Angeles, Jason now lives in New York with his wife and their two young children. He loves skiing & snowboarding, sports, cooking, travel, and just about anything outdoors – along with daydreaming about when he’ll actually have time for those hobbies again.

With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds.

Jim has built fundamental, risk-based, and quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.

More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.

Jim holds the Chartered Financial Analyst® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog. 

Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.

Disclosures:

Jim Worden is an Investment Advisor Representative of WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. He is not affiliated with LPL Financial, LLC.

As the Founder and CEO of The Wealth Consulting Group (WCG), my mission is simple and unwavering: to Make Life Better for the clients, team members, and communities we serve. Guided by our vision to positively impact more than 100,000 lives, I lead WCG with a deep sense of purpose, gratitude, and commitment.

My career in financial services began in 1995 after earning a BS in Managerial Finance from the University of Nevada, Las Vegas. From day one, I have been self-employed—an entrepreneurial path that shaped my belief in independence, responsibility, and service. After nearly two decades managing branch offices and supervising advisors at two Fortune 100 firms, I launched WCG’s current business model in October 2014 as an independent SEC Registered Investment Advisor, providing brokerage services through LPL Financial.

I am proud of the growth of our firm and the industry recognition WCG has earned, including being named one of Barron’s Advisor Top 100 RIA Firms in 2025. I am frequently invited to share insights on investing, markets, and the advisory landscape with major financial media outlets such as CNBC, Fox Business, BBC, BNN Bloomberg, Reuters, and the Schwab Network. My commentary has also been featured in the Wall Street Journal, Bloomberg, Financial Planning, and Forbes, and I am honored to be recognized individually as a Forbes/Shook Best-in-State Financial Advisor.

I am deeply grateful for the incredible team at WCG and the clients who trust us with their financial futures. I believe wholeheartedly in the work we do—and in the real, tangible difference we can make in people’s lives.

Giving is also core to who I am. I helped launch the WCG Academy of Business and Entrepreneurship at Faith Lutheran High School, support the UNLV Foundation, and contribute to several charitable initiatives, including organizations that serve our Veterans.

Every day, I am committed to learning, improving, and expanding the impact WCG can make—one relationship, one family, and one community at a time.

Lisa Mitrovich is The Wealth Consulting Group’s VP of Operations. Lisa joined the firm in 2009. She oversees the day-to-day operations, leads custodian relationships, runs advisor onboarding and transitions into WCG, runs advisor regulatory registrations, assists with supervisory roles in compliance, and leads our advisor admin support platform.

She holds the FINRA Series 7 and Series 24 securities registration through LPL Financial and the Series 66 registration through LPL Financial and WCG Wealth Advisors, LLC.
Lisa was born and raised in San Diego, CA. Her personal interests include camping, hiking, traveling, and spending time with her family.

Email Lisa Mitrovich: lisa@wealthcg.com

Lisa Mitrovich is a Registered Representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.

Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.

Financial independence. Retirement. Investing. Things we know we should be focusing on, but that can be stressful and time consuming…

As your Personal CFO, my job is to give you the freedom to make lifestyle decisions without financial stresses and burdens. By learning what is most important to you – what I call your personal definition of true wealth – I use my Personal CFO FORMula to work together to create your customized plan. A plan that allows you to pursue your unique dreams and goals so you can enjoy life while addressing your financial concerns.

I have been helping my clients put such plans in place to simplify their lives for over 20 years. After growing up in Western Massachusetts, I earned a B.A. in History from Trinity College in Hartford, CT and moved to San Diego to begin my financial services career. My wife Mary and I have a son, Joey, and two cats, Gelato and Spumoni. I am a member of the Advisory Committee of the FACE Foundation (the Foundation for Animal Care and Education), an organization that provides financial assistance to animal owners unable to afford the cost of emergency veterinary care. I am also on the Board of Directors for the United Way of San Diego, and also support other charitable organizations such as the San Diego Humane Society. In accordance with my own definition of true wealth, I love playing with Joey and teaching him new things such as baseball and basketball, traveling with my family to new and exciting places and learning about their cultures, golfing, reading biographies and historical fiction, and watching baseball and football.

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation.

Before joining the Wealth Consulting Group, Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant at LPL. His wide-ranging experience includes corporate impaired risk underwriting, sales, marketing, product design and operations.

In his free time Ray enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

Rosemary Richard brings over 25 years of compliance experience in senior-level roles. She has worked at large multinational firms such as Citibank/Smith Barney, AXA Equitable, and MONY throughout her career. She most recently served as the CCO for Titus Wealth Management and the CCO for The Financial Services Network. Rosemary holds the Series 7 and 24 licenses with LPL Financial and is a cum laude graduate of Northeastern University with a B.A. in Political Science.

Rosemary enjoys hiking and sailing, lives in Northern California, is involved in her church, and served on a non-profit board focused on breast cancer.

Shaping the Future of Independent Wealth Marketing

As Chief Marketing Officer at The Wealth Consulting Group, Skott McKinney brings more than a decade of experience designing marketing and creative strategies that drive growth for wealth management firms and financial professionals. His expertise blends thoughtful creative execution with performance-driven tactics that help financial professionals stand out and succeed in an increasingly competitive landscape.

With executive leadership roles at respected firms, Skott offers a well-rounded perspective on what it takes to support advisor success. He is passionate about helping professionals move from where they are to where they want to be, creating strategic clarity and scalable solutions that support long-term growth.

Off the clock, Skott lives life in motion. He enjoys mountain biking, snowboarding, and projects with his wife of 21 years. He’s also a dedicated father of two college students: his son, a business entrepreneurship major and collegiate soccer player at Benedictine University, and his daughter, a freshman at the University of Iowa studying marketing and sports recreation management.

Steve has over 15 years of Financial Services experience. Before joining the Wealth Consulting Group, Steve was the Chief Operating Officer for a MassMutual agency in Denver. Steve has focused on process and operational improvements and building solid cultural relationships throughout his career. He is currently responsible for the firm’s regulatory compliance, among other initiatives. Steve holds the Series 6, 7, 63, and 24 licenses with LPL Financial.

In his free time, Steve enjoys hiking, camping, boating, and other outdoor activities that Colorado is known for. He is also an avid sports fan and enjoys coaching youth basketball and football. Steve is married and has four wonderful children.

Talley is the Chief Market Strategist of The Wealth Consulting Group (WCG). In this role, he is responsible for formulating and communicating his views on the economic and investment landscapes, with a focus on stocks. Mr. Léger approaches markets from a thematic, holistic perspective.

Talley was recently inducted to Marquis’ Who’s Who as an honored listee and has over 25 years of experience in financial services. Prior to WCG, he was a Managing Director and the Senior Equity Strategist at Raymond James and the Senior Equity Strategist at Invesco. Mr. Léger was also the founder of Macro Vision Research and held other prominent strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets, and Brown Brothers Harriman.

Mr. Léger is an author of the book, “From Bear to Bull With ETFs,” a four-star Amazon Best Seller.* He has been a guest columnist for The Big Picture and Data Watch on Bloomberg Brief Economics, as well as a contributing author on Seeking Alpha. Talley has been quoted widely in Associated Press, Barron’s, Bloomberg, Business Week, Dow Jones Newswires, Financial Times, MarketWatch, Morningstar Magazine, The New York Times, and The Wall Street Journal. Mr. Léger has appeared on Bloomberg TV, Business News Network (BNN) TV, CNBC, Reuters TV, TD Ameritrade, The Street, Yahoo! Finance, and has spoken on Bloomberg Radio.

Talley earned a Master of Science in Financial Economics and a Bachelor of Music from Boston University in 2000 and 1998, respectively.

*“From Bear to Bull With ETFs” (2nd ed.), by David R. Kotok and Talley D. Léger, published by Cumberland Advisors Publishing (2014).