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.

"We are thrilled to feature The Wealth Consulting Group team on our 2026 agenda. Our mission is to provide substantive, peer-to-peer learning, and having a local powerhouse like The Wealth Consulting Group share their expertise is a massive win for all attendees," said Todd Rosenbluth, Head of Research & Editorial at VettaFi. "Jim Worden's insights into fixed income and Andy Kalbaugh's leadership expertise are exactly the kind of actionable, practitioner-led intelligence advisors need right now. Plus, being able to watch their team put together episodes of The Bull of Wall Street live and in-person will be a fun and energizing experience for our attendees."

Advancing Advisor Education and Community

Beyond the stage, The Wealth Consulting Group will host a private onsite Study Group Session for its advisors. This forum allows The Wealth Consulting Group community to collaborate on practice management, growth strategy, and proprietary insights while benefiting from the conference’s broad offering of Continuing Education (CE) credits and elite networking opportunities with global asset managers.

“As a firm rooted in Las Vegas, we are proud to welcome the industry to our home turf for Exchange 2026,” said Jimmy Lee, CEO of The Wealth Consulting Group. “Exchange is a critical gathering place for the industry, and we value the opportunity to contribute perspectives grounded in real advisor experience. These conversations help advisors make better decisions for their businesses and, ultimately, for the clients they serve.”

About VettaFi

VettaFi is a differentiated index provider, helping asset managers across the globe build and grow their product suites. With an industry-leading index platform, it partners with issuers to develop innovative investment solutions and bring them to market. Beyond that, its modern distribution solutions help clients scale products and achieve success. For more information, please visit www.VettaFi.com.

VettaFi hosts Exchange, an annual conference for financial services professionals taking place March 15–18, 2026, in Las Vegas. For more information, please visit www.ExchangeETF.com.

VettaFi LLC is a wholly-owned subsidiary of TMX Group Limited (TMX Group). For more information about TMX Group, please visit www.tmx.com.

About The Wealth Consulting Group
The Wealth Consulting Group (WCG) is one of the fastest-growing independent wealth management and financial services enterprises in the country. With offices and clients throughout the U.S., WCG’s mission is to enable financial advisors to Make Life Better for clients by serving as their Personal CFO. The firm focuses on growth through acquisitions, advisor succession planning, and the recruitment of successful independent financial advisor businesses. WCG offers comprehensive services that include wealth planning, investment management, insurance and risk management, as well as a proprietary advisor transformation program called WCG Ascend.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283286

Source: VettaFi