Weaver Consulting Group, LLC

Travis Weaver is a financial advisor at Weaver Consulting Group, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Outside of his advisory role, he serves as a board member of the Youth Motivation Task Force, where he speaks to middle and high school students. Weaver Consulting Group serves individual investors, pension and employee benefit plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, discretionary investment management, and broader wealth management services. The firm uses a client-specific asset allocation process combining fundamental and quantitative analysis and manages approximately $893 million in discretionary assets across more than 1,000 client relationships.

Palmer Mahoney is a financial advisor with Weaver Consulting Group, LLC, holding a Series 65 license and beginning his advisory career in 2025. Prior to joining the firm, he was a student and worked briefly at Emich Kia. He is also licensed to sell life and health insurance in California and Colorado and is appointed as an agent to sell life insurance policies through Ashe Brokerage. Weaver Consulting Group serves individual investors, pension and employee benefit plans, trusts, estates, charitable organizations, and business entities with financial planning, consulting, discretionary investment management, and broader wealth management services. The firm employs a holistic, client-specific asset allocation approach and manages nearly $893 million in discretionary assets across more than 1,000 client relationships.

Hunter Peterson is an associate financial advisor at Weaver Consulting Group, LLC with nine years of industry experience. He has worked at Weaver Consulting Group since 2017 and previously held roles at Purshe Kaplan Sterling Investments, Inc and Vanguard Marketing Corporation. Peterson serves as a board member and assistant treasurer of the Huntington Beach Kiwanis, a local service organization. Weaver Consulting Group provides financial planning, consulting, discretionary investment management, and wealth management services to individual investors, pension and employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm uses a holistic, client-specific asset allocation process and manages nearly $893 million in discretionary assets across more than 1,000 client relationships.

Jason Weaver is a financial advisor and managing partner at Weaver Consulting Group, LLC with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding his current firm. Weaver Consulting Group serves individual investors, pension and employee benefit plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary investment management, and wealth management services. The firm employs a client-specific asset allocation process that integrates fundamental and quantitative analysis and manages approximately $893 million in discretionary assets across more than 1,000 client relationships.