WE Alliance Wealth Advisors, Inc.

Rodney Thompson is a financial advisor at WE Alliance Wealth Advisors, Inc. with a Series 65 credential and three years of industry experience. Prior to joining WE Alliance, he held roles at Northwestern Mutual and Bankers Life, among others. Outside of finance, his background includes work in catering, delivery services, and education. WE Alliance Wealth Advisors provides portfolio management and financial planning to individual and high-net-worth clients. The firm employs an investment approach that integrates fundamental analysis and modern portfolio theory, offering discretionary management and separately managed account programs tailored to client goals and risk tolerance.

Justin Bougher is a financial advisor at WE Alliance Wealth Advisors, Inc. in Roseville, CA, holding a Series 65 designation with nine years of industry experience. He has been with WE Alliance Wealth Advisors since 2015. WE Alliance Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, managing accounts on a discretionary basis with tailored Investment Policy Statements. The firm’s investment approach integrates fundamental analysis and modern portfolio theory, including strategies such as long-term equity positions, options, and allocations to less liquid investments.

Terry Wheeler is a CFP® with 32 years of industry experience, currently serving at WE Alliance Wealth Advisors, Inc. since 2015. He is also the owner and attorney of Strategic Wealth Legal Advisors, a law firm specializing in estate planning. WE Alliance Wealth Advisors provides portfolio management and financial planning to individual and high-net-worth clients, employing a disciplined investment approach that incorporates fundamental analysis, modern portfolio theory, and institutional-style strategies. The firm offers separately managed accounts, uses third-party custodians, and integrates outside accounts into its comprehensive investment oversight.

Bradley Nease is a financial advisor at WE Alliance Wealth Advisors, Inc. in Roseville, CA, holding a Series 65 designation. He joined the firm in 2026 after ten years at HP Inc. WE Alliance Wealth Advisors provides ongoing portfolio management and financial planning to individual and high-net-worth clients, employing a strategy that combines fundamental analysis and modern portfolio theory with an institutional-style orientation. The firm offers separately managed account programs and utilizes third-party custodians and platforms to oversee and rebalance client accounts.