Adam B. Weiner

Founder, Freedom Financial Team
LPL Investment Advisor Representative
Founder, Freedom Financial Team LPL Investment Advisor Representative Adam.Weiner@FreedomFinancialTeam.com 586-992-5523 Adam brings tremendous...

The Wealth Consulting Group

Investment Research Committee

Jim Worden CFA®, CMT®, CAIA®

Investment Research
With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory...

Laura J. Latourette CFP®

Investment Research
As a self-made entrepreneur, Laura J. LaTourette, CFP® has built her career in financial services on her own terms. She has learned to repeatedly...

Mark Senseman ChFC®, MBA

Investment Research
Previously, Mark has served as the Investment Specialist for New England Financial in Arizona for 20 years and was a Master Agency Builder for the...

Christopher T. Rand Ph.D., CFP®, CLU®

Investment Research
Chris is a CERTIFIED FINANCIAL PLANNER™ practitioner as authorized by the Certified Financial Planner Board of Standards, Inc. He is a Chartered Life...

Jimmy Lee

Investment Research
The financial media call on Jimmy for his knowledge in investing and the advisory industry. He appears regularly on CNBC, Fox Business, Yahoo Finance...

Victor Orozco CSRIC™

Investment Research
Bachelor of Science, Finance Series 7 registration held through LPL Financial. Series 66 registration held through The Wealth Consulting Group, a...

Anthony Turcotte, Jr.

Investment Research
Anthony (Tony) moved to California in 2002 after graduating with a Bachelor of the Arts degree majoring in Business with a minor in Economics. Tony...

Paraplanners

Amber Kodad

Amber Kodad MBA, CFP®

Director, Advisor Resource Center
Director, Advisor Resource Center/Financial Planning Master’s in Business Administration (MBA) Bachelor of Science, Financial Services Series 7 and...
Raymond Bell headshot

Raymond Bell

Advanced Insurance Support
With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation. Ray was an...
Megan Wilsey

Megan Wilsey CFP®, CPA®

Financial Planning Support
Megan began her career in public accounting, spending several years at a Big 4 accounting firm before transitioning to the financial planning industry...
Brian Foley

Brian Foley CFP®

Research Coordinator
Brian graduated from Boise State in 2016 with a bachelor’s in finance. Brian played on the tennis team at Boise State all 4 years and ended up playing...
Kathleen Talamayan headshot

Kathleen Talamayan

Paraplanner
Kathleen graduated from San Diego State University with a degree in Finance in 2019. She took a role as a paraplanner and assists the team by...
Maggie Ahrens

Maggie Ahrens

Paraplanner
Formerly a Reference Librarian/Cybrarian, Maggie learned first-hand that market trends can affect people well outside the world of finance. 2008 was a...
William Tangog

William Tangog

Research Associate
William serves as a Research Associate. He joined the firm two months before graduating from the University of Nevada, Las Vegas, with a finance major...

The Wealth Consulting Group (WCG) is a marketing name for an OSJ of LPL Financial that supports independent advisors at LPL Financial, a broker/dealer and registered investment advisor. Through WCG, Adam Weiner has access to additional resources to support him, such as administrative support and investment research. WCG and Freedom Financial Team are separate entities from LPL financial.

Christopher Rand, Jim Worden, Mark Senseman and Megan Wilsey are not affiliated with LPL Financial.

Adam B. Weiner

Founder, Freedom Financial Team
LPL Investment Advisor Representative
Founder, Freedom Financial Team LPL Investment Advisor Representative Adam.Weiner@FreedomFinancialTeam.com 586-992-5523 Adam brings tremendous...