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Francis A
Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Francis Armstrong III is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Investor Solutions Inc. for 28 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. He is also the owner and board chairman of Managed Account Services, Inc., from which he collects residual payments. 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 approach that combines passive and active managers informed by quantitative and fundamental research.
Shelley N
Series 63, Series 65
Saginaw, MI
Wealth Enhancement Advisory Services, LLC
Shelley Norris is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has previously worked at LM Kohn, Bank of America, and Merrill. Norris serves as a board trustee for SVRC Industries, an organization that employs and supports individuals with disabilities. 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 approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
David L
CFA®, Series 63
Greenville, SC
Wealth Enhancement Advisory Services, LLC
David Lewis is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC in Greenville, SC. His prior experience includes roles at FinTrust Capital Advisors, LLC and LPL Financial. Outside of his advisory work, he is involved in consulting through Coleman Research Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and research utilizing quantitative and fundamental analysis.
Scott W
CFP®, Series 63, Series 66
Cedar Falls, IA
Wealth Enhancement Advisory Services, LLC
Scott Wirtz is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at L.M. Kohn & Company, Financial Designs Wealth Advisors, Lincoln Savings Bank, and LPL Financial. 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 supported by quantitative and fundamental research.
Thomas M
CFP®, Series 63, Series 65, Series 66
Parsippany, NJ
Wealth Enhancement Advisory Services, LLC
Thomas Moyer is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. His prior experience includes roles at LPL Financial and Mutual Securities, Inc., as well as founding Macro Consulting Group LLC. 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 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 specialized consulting services.
Dustin S
CFP®, Series 65, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Dustin Smith is a Certified Financial Planner® with 20 years of industry experience. He has worked with Wealth Enhancement Advisory Services, LLC and affiliated firms since 2011 and previously was affiliated with LPL Financial. Outside of his advisory role, he is a self-employed musician and teaches CFP courses to candidates. 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, overseen by an internal Investment Committee.
Amanda P
Series 65
New York, NY
Wealth Enhancement Advisory Services, LLC
Amanda Pflaum is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. She has worked with Wealth Enhancement Advisory Services since 2020 and previously spent seven years at RCL Advisors 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 uses a diversified, risk-class based investment approach that blends passive and active strategies, overseen by an internal Investment Committee.
Nicholas C
CFP®
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Nicholas Costa is a CFP® professional with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and previously worked at Vermillion Financial Advisors. 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 and utilizes a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.
Lee B
Series 63, Series 65
Athens, GA
Wealth Enhancement Advisory Services, LLC
Lee Brinson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, FinTrust Brokerage Services, and FinTrust Capital Partners, among others. He is based in Athens, GA. 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 approach that combines passive and active management overseen by an internal Investment Committee.
Randell G
CFP®, Series 63, Series 65
Brookfield, WI
Wealth Enhancement Advisory Services, LLC
Randell Godsell is a CFP® professional with 25 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC and Sva Wealth Management, LLC. He is also the Board President of Lake Country Classical Academy in Oconomowoc, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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 process that combines passive and active management guided by an internal Investment Committee.
Joseph E
CFP®, Series 66
Fulton, MD
Wealth Enhancement Advisory Services, LLC
Joseph Evans is a CFP® with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Merrill, Bank of America, Centaurus Financial, and multiple Wealth Enhancement entities. He also holds a Series 66 designation. 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 blends passive and active strategies, supported by an internal Investment Committee.
Blake S
CFA®
Boston, MA
Wealth Enhancement Advisory Services, LLC
Blake Stuart is a CFA® charterholder with over four years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has a prior work history at North American Management Corp spanning 13 years. Outside of his advisory role, Stuart serves as president and board member of North American Legacy Corp, a nonprofit organization. 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 employs a diversified investment approach blending passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.
David M
CFP®, Series 63
Smith Center, KS
Wealth Enhancement Advisory Services, LLC
David Mace is a CFP® professional with five years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at First National Bank of Hutchinson and The Peoples Bank. 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 a range of financial planning and asset management services, utilizing a blend of passive and active investment strategies overseen by an internal Investment Committee.
Joseph L
CFP®, Series 63, Series 65
Lakewood, CO
Wealth Enhancement Advisory Services, LLC
Joseph Lomeo is a Certified Financial Planner® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. 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, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.
Efren O
Series 66
San Diego, CA
Wealth Enhancement Advisory Services, LLC
Efren Ortiz Espinoza Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 license and one year of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Enterprise LLC and held outside employment with Athleisure Inc. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active managers guided by an internal Investment Committee.
Stephanie G
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Stephanie Griesinger is a CFP® professional with 11 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in Plymouth, MN. She has worked with Wealth Enhancement since 2017 and previously spent several years at WD Financial Services, LLC and Weber & Deegan, Ltd. Stephanie serves on the board of the Carver Lions Club. 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 that combines passive and active management with quantitative, momentum, and fundamental analysis.
John S
CFP®, CFA®, Series 65
Oakland, CA
Wealth Enhancement Advisory Services, LLC
John Stratton is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at BTR Capital Management Inc. for nearly three decades. 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 with both passive and active managers, supported by quantitative and fundamental research and a range of specialized financial planning and asset management services.
Michele K
Series 65
Clever, MO
Wealth Enhancement Advisory Services, LLC
Michele Kitta is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Arbor Capital Management for seven years and American National Insurance Company for one year. Additionally, Ms. Kitta is employed by Magellan Health, where she is involved in designing processes and risk area reviews. 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 and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.
Luke B
Series 65, Series 63
Hyannis, MA
Wealth Enhancement Advisory Services, LLC
Luke Bagley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions with LPL Enterprise, The Prudential Insurance Company of America, and McAdam LLC. Outside of finance, he has experience in the restaurant and fish market business. 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, overseen by an internal Investment Committee.
Ian B
CFP®
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Ian Brauer is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Prior to this role, he worked for Lake Tahoe Wealth Management and has experience in both academic and hospitality settings. Wealth Enhancement Advisory Services (WEAS) 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 strategies overseen by an internal Investment Committee.
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