Donald Penn is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Raymond James Financial Services and Woodbury Financial Services. Outside of his advisory role, he serves on the board of Princess Cit Developers, Inc., a property development company. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, 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 range of financial planning, asset management, and retirement consulting services.

Bill Henry is a financial advisor at Wealth Enhancement Advisory Services, LLC with 20 years of industry experience. His prior roles include positions at LPL Financial, OSAIC, The Retirement Group, LLC, and FSC Securities Corporation. He also has a longstanding involvement with F.R.E.E., Inc., a business he has been associated with since 1979. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jacob Heins is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Ameriprise Financial Services Inc and LPL. 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 assets under management through a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Theodore Jablonski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at BTR Capital Management, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Lea Marie Mattia is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealth Enhancement Group, the University of Florida, JPAN Sushi & Grill, and Pine View School. 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 follows a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Gary Sugg is a CFP®-certified financial advisor with Wealth Enhancement Advisory Services, LLC, based in Charlotte, NC. He has four years of industry experience and has held positions at LPL Financial LLC and Cetera Advisor Networks. His background also includes work with The Ability Experience and Quail Hollow Club. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for 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 approach utilizing both passive and active management strategies.

Mark Burns is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and over 22 years of industry experience. His prior roles include positions at LPL Financial, U.S. Bancorp Investments, Wells Fargo Clearing, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Lewis Mason is a CFP® professional with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Landmark Financial Advisors, LLC. Mason serves as a board member of the Icon Owners Association in Bowling Green, KY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, using a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Emily Schwendinger is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and having two years of industry experience. She previously worked at Heacock & Jones Financial Services and The Calico Bean Market. Schwendinger is based in Dubuque, IA. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Jonathan Alviar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Equitable Advisors. He is the owner of Insightful LLC, a consulting venture focused on data organization using tools like Microsoft Power BI, though the company has not yet engaged in business activities. 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 offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Mark Scribner is a financial advisor at Wealth Enhancement Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Wells Fargo Clearing Services, Kestra Investment Services, and Cetera Advisor Networks. Outside of finance, he operates a freelance photography business. 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 retirement plan consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Daniel Brady is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Thermo Fisher Scientific and Dick's Sporting Goods. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary 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 management, overseen by an internal Investment Committee.

Gary Williamson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Wealth Enhancement in various capacities since 2013. Outside of his advisory role, he is involved as an agent selling traditional insurance products, including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal committee and quantitative and fundamental research.

James Hedstrom is a CFP® professional with 26 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has held prior roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. Hedstrom provides investment advisory services through Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. 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.

Bryan Focht is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and nine years of industry experience. His prior work includes roles at Guidance Tax and Accounting, LLC and Guidance Investment Advisors, LLC. 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 consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Brent Muller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2010 and has prior experience at LPL Financial. 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 retirement plan consulting, employing a strategic allocation approach with a mix of passive and active managers guided by an internal Investment Committee.

Zachary Buesgens is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Financial Perspectives, Inc. He is also commissioned as a Notary Public. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for 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 managers overseen by an internal Investment Committee.

Steven Hess is a CFP®-designated advisor with Wealth Enhancement Advisory Services, LLC and has 28 years of industry experience. He has been associated with Wealth Enhancement firms since 1998 and worked with LPL Financial from 2007 to 2025. Outside of advising, he participates in a radio program related to 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 assets and employs a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Joel Fliegel is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC since 2017, following prior roles including six years at CLA Financial Advisors LLC before its acquisition. Outside of advising, he serves as a Level 1 USA Hockey Official, officiating youth hockey games in the Chicago area, and provides pro bono counseling for families affected by cancer. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Taylor Watts is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Charlotte, NC. His prior work includes roles at LPL Financial, LLC and CETERA Advisor Networks LLC. 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 process that combines passive and active management with quantitative, momentum, and fundamental analysis.