The WFG Team

Andy Wiegand, CFP

Founder, Certified Financial Planner (CFP®)

Graham Miller, CFP

President, ​Certified Financial Planner (CFP®)

Nget Jung

Director of Operations

James Powers

Marketing & Onboarding Coordinator

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian Price, CFA®

Senior Vice President, Investment Mgmt and Research

Peter Essele, CFA®, CAIA, CFP®

Vice President, Investment Mgmt and Research

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Jim McAllister, CFA®

Director, Equity Research

John Rooney

Managing Principal, Executive Mgmt - Investment Mgmt and Research -  San Diego Team

Anu Gaggar

Global Investment Strategist - Investment Management and Research

Brian McCormick, CIMA®

Manager, Investment Mgmt and Research

Sam Millette

Manager, Fixed Income - Investment Mgmt and Research

Robert Kane, CAIA

Manager, Alternative Investments - Investment Mgmt and Research

Fred DeBaets

Portfolio Manager, Investment Mgmt and Research

Andrew Kitchings, CAIA, ERP

Portfolio Manager, Investment Mgmt and Research

Chris Fasciano

Portfolio Manager, Investment Mgmt and Research

Nathan Parker

Senior Investment Research Analyst - Investment Mgmt and Research - San Diego Team

Chris Stuart

Senior Investment Research Analyst - Investment Mgmt and Research

Rob Swanke, CFA®, CAIA

Senior Fixed Income Analyst - Investment Mgmt and Research

Peter Roberto

Investment Research Analyst - Investment Mgmt and Research

Tom Scarlata

Investment Research Analyst - Investment Mgmt and Research

Justin Cleare

Investment Research Analyst - Investment Mgmt and Research

Thomas Ryan

Investment Research Analyst - Investment Mgmt and Research

Wayne Richardson

Investment Research Analyst - Investment Mgmt and Research

Sarah Hargreaves

Investment Mgmt Analyst - Investment Mgmt and Research

Aaron Gigliotti

Investment Research Associate - Investment Mgmt and Research

Jack Gohr

Investment Research Associate - Investment Mgmt and Research

Sara Bray

Investment Research Associate - Investment Mgmt and Research

Daniel Carr

Temporary Worker - Investment Management and Research

Joshua Goldstein

Co-Op - Investment Management and Research

Austin Harvey

Co-Op - Investment Management and Research
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