Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jeffrey D
CFP®, Series 63, Series 65
Kiawah Island, SC
Wealth Enhancement Advisory Services, LLC
Jeffrey Dickerson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Raymond James Financial Services and Wells Fargo Advisors Financial Network, and is also co-managing partner of Dickerson Jackson & Associates LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.
John S
CFP®, CFA®, Series 66
Atlanta, GA
Wealth Enhancement Advisory Services, LLC
John Steele is a CFP®, CFA®, and Series 66-certified financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to this, he held positions at JOYN Advisors, Inc. and BB&T Investment Services, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment process that blends passive and active managers, supported by internal portfolio oversight and multiple program options.
Adam T
CFP®, Series 66, Series 63
Columbia, MD
Wealth Enhancement Advisory Services, LLC
Adam Tobin is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has held prior roles at Raymond James Financial Services and T. Rowe Price. Tobin is also a licensed notary in Maryland. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by quantitative, momentum, and fundamental analysis.
Chloe B
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Chloe Briel is a CFP® professional with 11 years of experience in the financial services industry. She has worked at Wealth Enhancement Group and its affiliated firms since 2020 and previously held roles at Commonwealth Financial Network and Greenwald Wealth Management. Briel holds the Series 66 license and is based in Plymouth, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.
Christopher M
CFP®, Series 65
New York, NY
Wealth Enhancement Advisory Services, LLC
Christopher Mattern is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2020. Prior to this, he worked at RCL Advisors, LLC from 2015 to 2019. He holds the Series 65 designation and is based in New York, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
James S
Series 63, Series 66
Hendersonville, NC
Wealth Enhancement Advisory Services, LLC
James Stike is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Financial and RBC Capital Markets and spent 15 years as founder and board member of Materials Innovation Technologies, an advanced materials development and manufacturing company. He also serves on the board of Carbon Conversion, Inc., another advanced materials manufacturer. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Ethan W
Series 63, Series 65
Long Beach, NY
Wealth Enhancement Advisory Services, LLC
Ethan Weisenberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial, The Retirement Group, LLC, and a 12-year tenure at Fsc Securities, alongside operating his own business for over 30 years. He is also involved in insurance sales and underwriting as a sole proprietor. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active management supported by quantitative, momentum, and fundamental analysis, with portfolio oversight by an internal Investment Committee.
Larry G
CFP®, Series 63
Oakland, CA
Wealth Enhancement Advisory Services, LLC
Larry Ginsburg is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and his own firm, Ginsburg Financial Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Jeffrey H
CFP®, Series 63, Series 65
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Jeffrey Hockert is a CFP® professional with over 32 years of experience in the financial services industry. He has been associated with Wealth Enhancement Advisory Services, LLC since 2001 and has held roles at related entities including Wealth Enhancement Brokerage Services and LPL Financial. Outside of his advisory duties, he participates in the WEG radio program and serves as a notary public. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, with oversight from an internal Investment Committee.
Larry M
CFP®, ChFC®, Series 66, Series 63
Clackamas, OR
Wealth Enhancement Advisory Services, LLC
Larry Mc Clanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and over 25 years of industry experience. His career includes previous roles at Secondhalf Planning & Investment, LLC, Kms Financial Services, Inc., and Valic Financial Advisors. He also engages in fixed insurance business activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory AUM and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.
Steven M
CFP®, Series 65
Darien, CT
Wealth Enhancement Advisory Services, LLC
Steven Mondolino is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He has been with the firm and its affiliated entities since 2016, having previously worked at Focus Partners Wealth, LLC and HHG & Company, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment process that combines passive and active strategies overseen by an internal Investment Committee.
Andrew T
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Andrew Thelander is a CFP® professional with 21 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC during his career. Outside of his advisory role, he serves as a board member for the Stillwater Area Public Schools and the Northeast Metro 916 School Board. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.
Lisa C
Series 63, Series 65, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Lisa Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, Series 65, and Series 66 credentials and bringing 25 years of industry experience. She has been with Wealth Enhancement Advisory Services since 2013 and also has experience at LPL Financial. Clark is involved with Wealth Enhancement Group in a business capacity. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.
Nicholas B
CFP®, Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Nicholas Beissel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including long tenures at Wealth Enhancement Advisory Services and related entities since 2003. Outside of advisory work, he is involved in business activities related to traditional insurance and annuity sales through Wealth Enhancement Group, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that integrates passive and active managers with quantitative and fundamental analysis, supported by an internal Investment Committee.
Daniel G
CFP®, Series 63
Livermore, CA
Wealth Enhancement Advisory Services, LLC
Daniel Goodman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Sierra Pacific Financial Advisors, LLC, Northwestern Mutual Wealth Management Company, and David J Eisenhauer. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
Alynne S
CFP®, Series 66
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Alynne Strait is a CFP® with 16 years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Aurum Wealth Management Group LLC, Fidelity Brokerage Services LLC, Wells Fargo Clearing, and Edward Jones. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.
Scott R
CFP®, Series 66
Orange Park, FL
Wealth Enhancement Advisory Services, LLC
Scott Reid is a CFP® professional with 12 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at LPL Financial and National Planning Corporation. Reid is also a notary public and has served as a financial advisor in non-variable insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a wide range of financial planning and asset management services.
Andrew G
CFA®, Series 66
Scottsdale, AZ
Wealth Enhancement Advisory Services, LLC
Andrew Galler is a CFA® charterholder with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at John Hancock Advisers, LLC and Bank of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.
Julie J
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Julie Johns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. She has held roles at LPL Financial and Wealth Enhancement Group in prior years. Outside of advisory work, she is the owner of Gillette Cabin, LLC, a non-investment-related business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Alex D
CFP®, Series 66
Fulton, MD
Wealth Enhancement Advisory Services, LLC
Alex Dansberger is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Planning Solutions Group. Outside of advisory work, he dedicates time as a financial advisor involved in fixed insurance activities. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class-based allocations that combine passive and active management, supported by an internal Investment Committee and a range of implementation tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters