Wealth Teams Alliance

Guy Baker is a CFP® and ChFC® professional with over 30 years of experience in the financial services industry. He is affiliated with Wealth Teams Alliance in Irvine, CA, and has held various roles in advisory, consulting, and publishing firms since the mid-1990s. Outside of his advisory work, he is involved in editing and publishing books through Standel Publishing. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis, offering both long-term and short-term trading strategies and utilizes sub-advisers and Dimensional Fund Advisors mutual funds.

Michael Taylor is a financial advisor with Wealth Teams Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wealth Teams Alliance since 2018 and previously at Vestory LLC from 2012 to 2016, as well as maintaining ongoing roles with Retirement Plan Consul and Wealth Management, LLC since 2011. Taylor holds a life insurance license and receives minimal compensation from that activity. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis, offers both long- and short-term trading strategies, and supports a broader service platform through multiple offices, educational seminars, and a wrap-fee program.

Jae Lee is a financial advisor with Wealth Teams Alliance, holding a Series 65 designation and eight years of industry experience. He has worked at Wealth Teams Alliance since 2018 and has been associated with Alphastar Capital Management, LLC since 2013. Lee is also involved with Good Life International Inc, where he serves as a director overseeing insurance, financial education, and real estate investment activities. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm combines asset-allocation driven portfolio construction with technical analysis, employs both long- and short-term trading strategies, and supports clients through seminars, workshops, and a wrap-fee program.

Shannon Black is a financial advisor at Wealth Teams Alliance with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Oak Grove, LLC, Black Light Consulting, and White Sand Pool & Spa, Inc. outside of his advisory role. Wealth Teams Alliance serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an investment process that combines asset-allocation driven portfolio construction with technical analysis and supports both long- and short-term trading strategies.

Jonathon Soucier is a financial advisor at Wealth Teams Alliance with 15 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. He is a co-trustee for his parents' irrevocable trust, which holds life insurance and cash. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform through multiple offices and a wrap-fee program.

Michael Alongi is a Series 66-licensed financial advisor with Wealth Teams Alliance in Irvine, CA, and has 15 years of industry experience. He has been associated with Oak Grove, LLC since 2015. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and supports both long-term and short-term trading strategies.

Timothy Latimer is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at W&S Brokerage Services and Western Southern Life since 2015. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm’s investment approach integrates asset allocation with technical analysis, employing both long- and short-term trading strategies, and offers a broader service platform through multiple offices, publications, and a wrap-fee program.

Dane Petchul is a financial advisor at Wealth Teams Alliance with 11 years of industry experience. He holds a Series 66 designation and has worked at Wealth Teams Alliance since 2015. In addition to his advisory role, Petchul is involved with Petchul Insurance Services, Inc., which offers health insurance, Medicare, long-term care, and life insurance products. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory and consulting services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broader service platform through multiple offices, publications, and a wrap-fee program.

Joshua Oronce is a financial advisor with Wealth Teams Alliance in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Transamerica Financial Advisors, and World Financial Group. He is also engaged in outside insurance sales. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and offers a broad service platform including multiple offices, client education, and a wrap-fee program.

Andrea Zilli is a CFA® charterholder with 10 years of industry experience. He is currently affiliated with Wealth Teams Alliance and is the founder and CIO of AZ Partners, an advisory and consulting firm serving asset management entities. His prior experience includes roles at Merrill Lynch, Kore Private Wealth, AJ Wealth, Cerity Partners, and SFI Advisors. Wealth Teams Alliance serves individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and supports a broader service platform through multiple offices, a wrap-fee program, and client education initiatives.

Keith Conley is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Teams Alliance in Irvine, CA. He has worked with The O.N. Equity Sales Company, Ohio National Financial Services, and Mitchell Financial Solutions. Outside of his advisory role, he acts as a licensed life insurance and annuity agent through Mitchell Financial Solutions. Wealth Teams Alliance serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment approach combined with technical analysis and supports a broader service platform through multiple offices, newsletters, and a wrap-fee program.