The Wealth Consulting Group to Showcase Leadership and Expertise at Exchange 2026

Senior practitioners from The Wealth Consulting Group to help guide advisor attendees through the fast-moving M&A landscape, tactical fixed income solutions and more

New York, New York--(Newsfile Corp. - February 9, 2026) - Exchange, the premier financial services conference focused on ETFs and wealth professionals, today announced that leaders and advisors from The Wealth Consulting Group, a Las Vegas-based wealth advisory firm, will be a featured participant at the 2026 conference, held March 15-18 at the Virgin Hotels in Las Vegas.

As a Las Vegas headquartered firm with a national footprint, The Wealth Consulting Group’s participation will anchor the Exchange practice management and investment agenda, bringing real-world perspective from advisors who are actively building, scaling, and investing through market changes. The firm will leverage its deep bench of experts to host a series of high-impact sessions designed to help advisors navigate an increasingly complex economic landscape.

Live from Las Vegas: The Bull of Wall Street Podcast
The Wealth Consulting Group will bring its flagship content vehicle to the conference floor with a live recording of its popular "The Bull of Wall Street" podcast. Featured hosts Jimmy Lee, CEO; Jim Worden, CFA, CAIA, CMT, Chief Investment Officer; and Talley Léger, Chief Market Strategist, will interview industry titans and ETF innovators in a series of freewheeling and highly informative discussions. These recordings will provide a deep dive into the markets, the economy, and the financial planning strategies essential for advisor success in 2026, all delivered with the podcast’s signature wit, candor, and focus on what actually matters to advisors navigating markets in real-time.

Tactical Playbook: Navigating the Fixed Income Shift
A key highlight of Exchange’s investment-focused agenda will be the panel "Advisors on Fixed Income Allocation," featuring The Wealth Consulting Group’s Chief Investment Officer, Jim Worden, CFA, CAIA, CMT. As the “cash is king” era fades, this session moves beyond macro headlines to give advisors a practical, portfolio-level playbook for transitioning into durable, long-term bond strategies and managing a steepening yield curve.

Strategic Growth: Navigating the M&A Landscape
As the wealth management industry undergoes a historic period of consolidation, Andy Kalbaugh, President of The Wealth Consulting Group, will participate in a critical exploration of the M&A market. This discussion is designed specifically for independent advisors and firm owners weighing their next move - whether that means aligning with a national platform like The Wealth Consulting Group, or confidently executing their own growth and acquisition strategy.