Peter Needham is a CFP® and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2019 and previously spent 17 years at American Economic Planning Group. Outside of advisory work, he is involved with Wealth Enhancement Group’s non-variable insurance business. 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 comprehensive financial planning and asset management services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Alison Hall is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial, LLC and Stonegate Wealth Management, LLC. 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 specialized consulting, utilizing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.

Adam Stewart is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at E*TRADE Securities, Morgan Stanley, and LPL Financial. He is based in Lehi, Utah. 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 approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

John Kilcoyne is a CFP® professional with 26 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Bohmer Kilcoyne Wealth Management, LLC and LPL Financial. He is also involved in tax preparation as a side activity. 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 an internal Investment Committee.

Austin De Shane is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and related entities since 2021, and previously at LPL Financial and Equitable Advisors. Based in Houston, TX, De Shane also holds roles involving 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, employing a strategic investment process that combines passive and active management overseen by an internal Investment Committee.

Charles Moore is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Aurum Wealth Management Group, Wunderlich Securities, Inc., and Reghetti & Associates, LLC. Outside of advising, he is involved with a real estate holding company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, 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 quantitative and fundamental research.

Joshua Lewis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential. He has experience in the financial industry since 2020, including roles at Westwood Holdings Group and Ameriprise Financial Services. Prior to his advisory career, he worked at the University of Houston and Bellaire High 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 through a network of advisors and employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Marquis Lewis is a CFP® and Series 65-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH. He has two years of industry experience, including prior roles at Marcum Wealth. Wealth Enhancement Advisory Services offers 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.

Christopher Snyder is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, William Cartwright II, Michael McNally, Ronald Barton, and Waddell & Reed Inc. Snyder also provides fixed insurance services through the Wealth Enhancement Group. 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 with an investment approach that combines strategic asset allocation, passive and active management, and integration of third-party models and sub-advisors.

Emily Reidenouer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, LLC and LPL Financial, LLC. Outside of her advisory work, she serves as an election day poll worker in Mecklenburg County and is involved in farm and agriculture activities in Iowa. 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, employing a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Kevin Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at The Vanguard Group and Facet Wealth. 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’s investment approach combines strategic asset allocation, active and passive management, and research-driven factor premiums, supported by an internal Investment Committee and various specialized programs.

James Sandager is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2008. He has prior experience with LPL Financial and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part owner of a family farm. 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 retirement consulting through a network of advisors, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

John Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at WealthShield Partners, Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. 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 and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Joseph Gaj is a ChFC® credentialed financial advisor with 17 years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at several firms including Integrity Marketing Group and First Palladium LLC. He also serves as a director for Wealth Enhancement Group in addition to his advisory duties. 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 approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools and services.

Bret Kaye is a CFP® affiliated with Wealth Enhancement Advisory Services, LLC, with nine years of industry experience. He has worked at Wealth Enhancement Advisory Services and its predecessor firms since 2013. Wealth Enhancement Advisory Services provides comprehensive 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 broad advisor network and employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee.

Erica Garnhart is a CFP® with 16 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at RBC Wealth Management and U.S. Bancorp Investments, Inc. She also has experience with Scout and Cellar, a direct-to-consumer wine company. 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 and offers a range of financial planning, asset management, and specialized retirement consulting services.

Bryan Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 24 years of industry experience. Prior to joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2022, he spent 25 years at Sadoff Investment Management and Ronald Sadoff's Major Trends. 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 regulatory assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

David Baker is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to joining Wealth Enhancement, he spent 20 years at North American Management Corp. Outside of his advisory work, Baker serves as president of the United Sports Foundation in Epping, NH, and is managing member of Somedowntown LLC. 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 employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brandon Dunn is a financial advisor with Wealth Enhancement Advisory Services, LLC in Cleveland, OH. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group in 2025, he worked at Marcum Wealth, LLC for five years and AdviseMe National Advisors for four years. 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 regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

Nora Strait is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has held roles at multiple firms including Merrill Lynch, Raymond James Financial Services, and Bank of America. 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 through a large advisor network and employs a diversified investment approach blending passive and active management overseen by an internal Investment Committee.