Jimmy Lee is the founder and CEO of The Wealth Consulting Group, a national independent wealth management platform overseeing approximately $11.7 billion in client assets. Over more than three decades in financial services, he has built WCG into one of the industry's leading advisor-first firms by championing independence, entrepreneurship and long-term value creation. Over the past 18 months, Jimmy has accelerated WCG's growth through an innovative advisor ownership and capital alignment strategy that allows advisors to participate in the growth of their practices and the appreciation of the broader enterprise. The model has helped attract entrepreneurial advisors nationwide and has reshaped the conversation around advisor loyalty and succession