Exchange, the premier financial services conference focused on ETFs and wealth professionals, recently announced that leaders and advisors from The Wealth Consulting Group, a Las Vegas-based wealth advisory firm with a national footprint, will be featured participants at the 2026 conference. It's being held March 15—18 at the Virgin Hotels in Las Vegas.
The Wealth Consulting Group will help anchor Exchange’s practice management and investment agenda. Exchange will host a live recording of their podcast, The Bull of Wall Street and lead two session:
- Tactical Playbook: Navigating the Fixed Income Shift
- Strategic Growth: Navigating the M&A Landscape
The Wealth Consulting Group tackles fixed income
A key highlight of Exchange’s investment-focused agenda will be the panel "Advisors on Fixed Income Allocation." It will feature 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. It gives advisors a practical, portfolio-level playbook for transitioning into durable, long-term bond strategies and managing a steepening yield curve.
Mergers and acquisitions top of mind for advisors
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 specifically appeals to independent advisors and firm owners weighing their next move. That could mean aligning with a national platform like The Wealth Consulting Group. It could even mean confidently executing their own growth and acquisition strategy.
The Wealth Consulting Group offers peer-to-peer education
"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."
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. Meanwhile, they'll benefit from the conference’s broad offering of Continuing Education (CE) credits. They'll also enjoy 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.”
