Alissa Todd - The Wealth Consulting Group

Alissa Todd - The Wealth Consulting Group Alissa Todd is a Financial Advisor & Personal CFO helping ambitious millennial women build generatio

Alissa Todd is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through The Wealth Consulting Gorup, a registered investment advisor and separate entity from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completen

ess. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Some things you just can’t replicate on Zoom 🤷🏻‍♀️ Got together with some of my BNI ladies and it was such a good remind...
08/28/2026

Some things you just can’t replicate on Zoom 🤷🏻‍♀️ Got together with some of my BNI ladies and it was such a good reminder that investing the time into in person connection is so worth it. Also, it’s so much FUN!

I’ll be the first to admit that I love the convenience of Zoom and how it’s allowed for a flexible working environment as well as the ability to connect with clients across the nation.

Once in a while (or maybe more than that) it’s good to actual hug people in real life and pour into those relationships. Tonight’s happy hour was a great reminder of that.

Sarah Knerr McCalmon

06/25/2026

When you can explore a new city and learn about AI?! That’s my kind of business trip and exactly the experience I had when I visited Chicago for the Morningstar Investment Conference.

There are 3 things on my mind post-conference:

1. AI is a growth driver, not an only an efficiency tool. There are ways we can incorporate this technology to grow our business. The goal is getting our time back and finally executing those action items that we’ve always felt like we haven’t had the time to do so.
2. The bar is higher, not lower. When clients arrive AI-prepared, our job is to go beyond what they could look up on Chat GPT
3. The magic is still the human touch and being AI-enabled allows us to provide more of those moments, not fewer.

What is a recent takeaway you’ve had from a conference that you attended this year?

Morningstar, Inc.

The most special day celebrating with our family & friends!! Thank you for these sneak peaks 😍😭💗
06/04/2026

The most special day celebrating with our family & friends!! Thank you for these sneak peaks 😍😭💗

annual Japan trip ✔️ I’ve been saying fall is the best time to go for the last few years but now I’m thinking spring mig...
05/24/2026

annual Japan trip ✔️ I’ve been saying fall is the best time to go for the last few years but now I’m thinking spring might be even better! So grateful my grandparents are still so healthy and we can take these trips 😭🙏🏼💗

05/20/2026

Gaslighting myself into believing going to Japan is saving me money!

Follow for more financial advice 😉

05/18/2026

Gaslighting myself into believing going to Japan is saving me money

東京🇯🇵🏯 there is a level of happiness and peace that I only feel being here 🥹😭💗
05/16/2026

東京🇯🇵🏯 there is a level of happiness and peace that I only feel being here 🥹😭💗

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