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Lisa H

Series 66

Charlotte, NC

Wealth Enhancement Advisory Services, LLC

Lisa Hensarling is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera Advisor Networks and LPL Financial. In addition to her advisory role, she is a commissioned Notary Public in North Carolina. 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 plan 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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Michael L

CFP®, Series 66

New York, NY

Wealth Enhancement Advisory Services, LLC

Michael Lawrence is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Wealthspire Advisors and Heritage Wealth Management, among other firms. His background includes a range of roles in financial advisory and planning. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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 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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Jennifer B

CFP®, Series 63

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Jennifer Boland is a CFP® with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2015. She has held roles at affiliated firms including Wealth Enhancement Brokerage Services and LPL Financial. 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 utilizes a strategic investment process combining passive and active management, supported by an internal Investment Committee and 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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Katie B

Series 65, Series 63

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Katie Biedler is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds Series 65 and Series 63 licenses. She has four years of industry experience, including roles at LPL Financial LLC, Old National Bank, and U.S. Bank. 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 managers with quantitative, momentum, and fundamental analysis.

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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Mary P

Series 63, Series 66

Dothan, AL

Wealth Enhancement Advisory Services, LLC

Mary Popovic is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has previously worked at SVA Wealth Management, CUNA Mutual, and Codeworks Inc. since beginning her career in 2016. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm utilizes a diversified investment approach blending passive and active managers, 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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Michael S

CFP®, Series 66

Naples, FL

Wealth Enhancement Advisory Services, LLC

Michael Scroggins is a CFP® professional with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include leadership at Scroggins Wealth Management and long tenure at Raymond James Financial. Outside of advising, he is a notary public and provides tax preparation and accounting services. 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 employs a strategic investment approach combining 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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Andrew G

CFA®, Series 65

Little Silver, NJ

Wealth Enhancement Advisory Services, LLC

Andrew Garcia is a CFA® charterholder with nine years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Hightower Advisors, LLC and Farr Miller & Washington, 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 investment approach that combines passive and active managers, quantitative methods, and fundamental analysis.

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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Melinda B

Series 65, Series 63

Fulton, MD

Wealth Enhancement Advisory Services, LLC

Melinda Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses with 11 years of industry experience. She has worked at several firms including LPL Financial and Triad Advisors, Inc. In addition to her advisory role, she is involved in multi-level marketing through direct sales with Rodan & Fields. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee and a variety 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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Robert C

Series 63, Series 65

Greensboro, NC

Wealth Enhancement Advisory Services, LLC

Robert Carson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Wealth Enhancement and its affiliated entities since 2019, and previously worked at Planning Solutions Group, LLC and Triad Advisors, Inc. Outside of his advisory role, he manages a merchandise business that donates profits to ALS-related charities. 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 and employs a diversified, risk-class based investment approach that combines 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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Dana V

Series 65

New York, NY

Wealth Enhancement Advisory Services, LLC

Dana Valelly is a financial advisor with Wealth Enhancement Advisory Services, LLC in New York, NY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Citi and National Grid. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process combines passive and active managers with quantitative, momentum, and fundamental analysis, 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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Beau C

Series 65

Baton Rouge, LA

Wealth Enhancement Advisory Services, LLC

Beau Comeaux is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Dent Wealth Advisors and entrepreneurial experience with El Mejor Bar and Grill. He has also served on the West Feliciana School Board. 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, utilizing a diversified investment approach that combines passive and active managers 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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Jeffrey O

Series 65

Farmington, UT

Wealth Enhancement Advisory Services, LLC

Jeffrey Ong is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at BYU-Idaho, Arrow Wealth Advisors, and The Church of Jesus Christ of Latter-Day Saints. 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 combining passive and active managers, with oversight 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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Christopher H

CFP®, Series 66

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Christopher Harris is a CFP® with 19 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Hawkins Wealth Management and Thrivent Investment Management Inc. He holds the Series 66 designation. 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 consulting, employing a strategic 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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Lucas A

Series 66

Chicago, IL

Wealth Enhancement Advisory Services, LLC

Lucas Anderson 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, he was affiliated with Cetera and has a background that includes roles at Target and DoorDash. Outside of advising, he is the owner and founder of Housewub, a music blog focused on festival news and music releases. 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, using a strategic investment process that combines passive and active management guided by a dedicated 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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Douglas N

CFP®, Series 63, Series 65

Hagerstown, MD

Wealth Enhancement Advisory Services, LLC

Douglas Nigh is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Serafini Financial Group and Commonwealth Financial Network. He is also involved with Serafini Financial Services, operating under the dba Opal Medigap insurance agency. 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 employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental analysis.

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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Grant L

Series 63, Series 65

Scottsdale, AZ

Wealth Enhancement Advisory Services, LLC

Grant Lindaman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at LPL Financial LLC and J.W. Cole Financial, Inc., as well as extensive tenure at New Era Financial Advisor, Inc. and New Era Financial Group, Inc. 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 through a large advisor network, employing a diversified investment approach that blends passive and active strategies with oversight 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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Jacqueline A

CFP®, Series 63, Series 65

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Jacqueline Ampe is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. Her prior work includes roles at LPL Financial. She is also involved in fixed insurance activities through Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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, 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 F

CFP®, Series 66

St Louis, MO

Wealth Enhancement Advisory Services, LLC

Paul Fagyal is a CFP® with nine years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in St. Louis, MO. His prior roles include positions at Edward Jones, Bank of America Private Bank, and Stifel Nicolaus & Co Inc. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment process combining passive and active management with oversight from an internal Investment Committee and offers a range of implementation tools and services through a large advisor network.

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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Daniel D

CFP®, Series 66

Fulton, MD

Wealth Enhancement Advisory Services, LLC

Daniel Dupuy is a CFP® and holds a Series 66 designation with nine years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Planning Solutions Group, and Triad Advisors, Inc. 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 employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and 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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Thomas S

CFA®

Pittsford, NY

Wealth Enhancement Advisory Services, LLC

Thomas Sauer is a CFA® charterholder with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at QCI Asset Management and Hoew & Rusling. 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 offers a range of services such as financial planning, asset management, and retirement plan consulting, using 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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