JMG Financial Group LTD

Anthony Cecchini is a CFP® and holds a Series 65 license, with 26 years of experience in the financial industry. He has been with JMG Financial Group, Ltd. since 2000. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles and sub-advisors.

William Waight is a CFP® with 26 years of industry experience and has been with JMG Financial Group, Ltd. since 1999. He holds Series 63 and Series 65 licenses and is based in Henderson, NV. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting when requested. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Justin Lesch is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. He has been with JMG Financial Group, Ltd. since 2013. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a variety of fee arrangements and specialized services.

John Bollweg is a CFP® professional with 15 years of experience in financial planning and advisory services. He has worked at JMG Financial Group, Ltd. since 2020 and previously spent ten years with MPS LORIA Financial Planners, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing a variety of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and unaffiliated sub-advisors.

Brett Ludwig is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked exclusively at JMG Financial Group, Ltd. since 2014. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

William Alexander is a CFP® with seven years of industry experience, currently serving as a financial advisor at JMG Financial Group, Ltd. He has been with JMG Financial Group since 2014. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax services. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, utilizing a strategic asset allocation approach overseen by an investment committee and incorporating a range of investment vehicles and sub-advisors.

Jonathan Jamieson is a financial advisor at JMG Financial Group LTD with a Series 65 designation and six years of industry experience. He previously worked at Spotlight Asset Management and RJ O'Brien & Associates. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory, retirement plan consulting, and tax consulting and preparation. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Marcus Velasco is a CFP® and CFA® with 18 years of industry experience, currently serving as an advisor at JMG Financial Group, Ltd. in Downers Grove, IL. His prior roles include positions at Allstate, Nuveen Investments, and ownership of Emvee Coaching, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets with a team of 64 advisors.

Adam Boyer is a financial advisor at JMG Financial Group Ltd. with 15 years of industry experience. He holds a Series 66 designation and has previously worked at the London Stock Exchange Group, Northern Trust Securities, The Northern Trust Company, and Charles Schwab. JMG Financial Group Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a mix of ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Chloe Fakhouri is a CFP® and Series 65 credentialed advisor at JMG Financial Group Ltd. with four years of industry experience. She previously worked at Itasca Bank & Trust and has been with JMG Financial Group since 2018. Outside of her advisory role, she is a fitness instructor at Pike Lagree, a fitness center offering Lagree style classes. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management and financial advisory services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets through a team of about 64 advisors.

Jaclyn Garcia is a CFP® with 10 years of industry experience, currently serving at JMG Financial Group, Ltd. since 2015. She is a manager of Glass Pumpkin Vineyard, LLC, a vineyard business unrelated to investments. JMG Financial Group, Ltd. provides discretionary investment management, financial advisory, retirement plan consulting, and tax services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $6.36 billion in assets through a strategic asset allocation process overseen by an investment committee, utilizing ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Jacob Stanczyk is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with JMG Financial Group, Ltd., having joined in 2024, and previously worked at The Advocate Group, LLC, Carlson Holdings Inc., Accredited Investors Inc., and MD Financial / Vestment Financial. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a range of advisory arrangements including fee-only portfolio management.

Oscar Cantu is a financial advisor at JMG Financial Group LTD with 26 years of industry experience. He has held positions at Charles Schwab and Charles Schwab Bank, working there for a combined 20 years before joining JMG Financial Group in 2019. He holds Series 63 and Series 66 licenses. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services when requested. The firm uses a committee-driven investment approach focused on strategic asset allocation with tactical adjustments and manages approximately $6.36 billion in assets across a team of 64 advisors.

Nicholas Tumilty is a CFP® with one year of industry experience, currently serving as a financial advisor at JMG Financial Group LTD. His prior experience includes roles at Charles Schwab, Wealthspire, and DoorDash, as well as academic positions at the University of Wisconsin-Madison Wisconsin School of Business. JMG Financial Group LTD serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and emphasizes strategic asset allocation through a diverse range of investment vehicles and advisory arrangements.

Breanna Stohr is a CFP® professional with one year of industry experience, currently serving at JMG Financial Group Ltd since 2020. Her prior experience includes a role at Bank of America Merrill Lynch in 2019, along with various positions in education and retail. JMG Financial Group, Ltd. provides discretionary investment management, financial advisory, and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments and manages approximately $6.36 billion in assets through a team of about 64 advisors.