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Michelle G

CFP®, PFS™

Rock Hill, SC

Wealth Enhancement Advisory Services, LLC

Michelle Guissinger is a CFP® and PFS™ with 13 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. Her prior experience includes roles at Carroll Financial Associates Inc and Lephew Financial Services, Inc. Guissinger serves as board chair and member of Adult Enrichment Centers in Rock Hill, SC. 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 retirement plan consulting with an investment approach combining passive and active management overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kathleen W

Series 66

Bay City, MI

Wealth Enhancement Advisory Services, LLC

Kathleen Woods is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. She has 13 years of industry experience and has previously worked with firms including Raymond James Financial Services and Benjamin F. Edwards & Company. Outside of financial advising, she is involved with Seung Ni Fit Club. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting with an investment approach that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kelly W

Series 63, Series 66

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Kelly Willi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at TD Ameritrade, Charles Schwab, JP Morgan Chase, and LPL Financial. Outside of her advisory work, she occasionally assists with youth hockey tournaments through a local nonprofit organization. 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 retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Casey T

CFP®, Series 65

Bowling Green, KY

Wealth Enhancement Advisory Services, LLC

Casey Tinius is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Landmark Financial Advisors, LLC. Outside of his advisory work, he serves as CFO for a mobile app company and is a board member for a local bank. 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 retirement consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kimberly B

CFP®, Series 63

Pittsford, NY

Wealth Enhancement Advisory Services, LLC

Kimberly Baxter is a CFP®-designated financial advisor at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. Her career includes roles at Manning & Napier Advisors, LLC and QCI Asset Management prior to joining Wealth Enhancement. 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 employs a diversified, risk-class based investment process combining passive and active managers, supported by an internal Investment Committee and multiple program options.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Angel S

Series 65

Baton Rouge, LA

Wealth Enhancement Advisory Services, LLC

Angel Stewart is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, Angel worked at Dent Wealth Advisors and Merrill Lynch. Outside of advising, Angel serves as a board member for Forum 225, a young professional group in Baton Rouge. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, using a combination of passive and active investment strategies guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Sean C

Series 63, Series 66

Madison, WI

Wealth Enhancement Advisory Services, LLC

Sean Cote is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at SVA Plumb Wealth Management, LLC for seven years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services, LLC is an 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, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Steven F

CFP®, Series 66

Spartanburg, SC

Wealth Enhancement Advisory Services, LLC

Steven Ford is a CFP® and Series 66 registered advisor with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Artisan Wealth Advisors, Alliance Wealth Partners, and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services through a combination of passive and active investment strategies guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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David H

Series 63, Series 65

Houston, TX

Wealth Enhancement Advisory Services, LLC

David Hill is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. His background includes roles at Fisher Investments, Raymond James Financial, and LPL Financial. 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 assets, implementing diversified, risk-class based allocations through a blend of passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Eric F

CFP®, Series 63

Green Bay, WI

Wealth Enhancement Advisory Services, LLC

Eric Flick is a CFP® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group from 2015 to 2019. He is involved with College Ready in Green Bay, WI, serving as a board member and treasurer, where he participates in financial oversight and organizational planning. 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 with oversight by an internal Investment Committee and offers a range of financial planning and asset management services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Paul B

Series 65

Lee's Summit, MO

Wealth Enhancement Advisory Services, LLC

Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. 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 with an investment approach that blends passive and active strategies guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Gregory R

Series 63, Series 65, Series 66

St Louis, MO

Wealth Enhancement Advisory Services, LLC

Gregory Rolfes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including LPL Financial, Butler Associates Financial Planners, and FSC Securities Corporation. In addition to his advisory role, he operates a CPA practice specializing in tax preparation and accounting. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kathryn N

Series 65

Deale, MD

Wealth Enhancement Advisory Services, LLC

Kathryn Nevin is a Series 65-credentialed financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Stuart Financial Group for seven years and spent one year at New Day USA. Outside of advising, she serves as a power of attorney and executor for a client. Wealth Enhancement Advisory Services is a large firm managing over $122 billion in assets, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Raymond F

Series 66, Series 65

San Marino, CA

Wealth Enhancement Advisory Services, LLC

Raymond Fleming is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 and Series 66 credentials. He has been in the industry since 2023, with prior experience at Wells Fargo and educational background including Colorado College and Polytechnic School. 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 utilizes a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Elizabeth K

Series 66

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Elizabeth Kaselnak is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at RBC Wealth Management and LPL Financial LLC. Kaselnak also has experience related to a podcast and a restaurant. 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 managers, supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph S

Series 65

Tampa, FL

Wealth Enhancement Advisory Services, LLC

Joseph Samuelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Integra Capital Advisors for three years and was employed at Spring Run Golf Club for eight years. Wealth Enhancement Advisory Services is an enterprise firm managing over $122 billion in assets and serving individuals, high-net-worth clients, corporations, and retirement plans. The firm focuses on diversified, risk-class based investment allocations blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Mindy H

Series 65

Los Angeles, CA

Wealth Enhancement Advisory Services, LLC

Mindy Huang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and bringing four years of industry experience. She previously worked at Oakwood Capital Management LLC for 14 years before joining her current firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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 broad range of financial planning and asset management services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Melissa B

Series 63, Series 66

Clinton, WI

Wealth Enhancement Advisory Services, LLC

Melissa Beaumont is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial and Cimino & Associates before joining Wealth Enhancement in 2018. 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 asset allocation, active and passive management, and incorporates both quantitative and fundamental research, supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph S

Series 66

Blue Ash, OH

Wealth Enhancement Advisory Services, LLC

Joseph Shults is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. from 2002 to 2024 and LPL Financial. Outside of his advisory work, he is the owner of Joe Shults Photo LLC, a photography business. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Nasimul K

CFP®, Series 63, Series 66

Englewood, CO

Wealth Enhancement Advisory Services, LLC

Nasimul Khan is a CFP® with 10 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Mather Group, LLC, Mercer Global Advisors Inc., AllianceBernstein Investments, Inc., and Fidelity. 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 a range of financial planning, asset management, and retirement plan consulting services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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