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Nicole W
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Nicole Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wealth Enhancement Brokerage Services, LLC since 2007 and LPL Financial from 2007 to 2025. Her career also includes a 16-year tenure with Famous Dave's of America. 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, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.
Christopher B
Series 65
Raleigh, NC
Wealth Enhancement Advisory Services, LLC
Christopher Baker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Carroll Financial Associates, Inc., Prosperity Capital Group, Inc., and Asset Protectors & Advisors Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers and incorporates both quantitative and fundamental research.
Richard A
PFS™, Series 65
Houston, TX
Wealth Enhancement Advisory Services, LLC
Richard Alphonso is a financial advisor at Wealth Enhancement Advisory Services, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Wealth Enhancement in 2024, he worked at The Financial Advisory Group, Inc. for 27 years. Alphonso is involved with The Practice Advisory Group, LLC, which provides medical and dental practice management services, and dedicates time to tax preparation through Wealth Enhancement Tax and Consulting Services, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory 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 an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement plan consulting services.
Colin R
CFP®, CFA®, Series 66
Coronado, CA
Wealth Enhancement Advisory Services, LLC
Colin Roesler is a CFP® and CFA® with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at BNY Mellon, J.P. Morgan Securities, JPMorgan Chase Bank, and Morgan Stanley. 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 utilizes a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.
Victoria A
CFP®
Knightdale, NC
Wealth Enhancement Advisory Services, LLC
Victoria Araj is a CFP® professional with two years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Wealthshield Partners, LLC and Envestnet. 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, supported by an internal Investment Committee and a range of implementation tools and services.
Cynthia P
CFP®, Series 66
Charlotte, NC
Wealth Enhancement Advisory Services, LLC
Cynthia Piacentino is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, CETERA Advisor Networks LLC, and Carroll Financial Associates, 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 regulatory assets under management and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.
John G
Series 63, Series 65
Malvern, PA
Wealth Enhancement Advisory Services, LLC
John Guidotti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Hoover Financial Advisors, Purshe Kaplan Sterling Investments, Capital Investment Services, and Royal Alliance Associates. 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 retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Brandon M
CFP®, Series 63, Series 65
Coronado, CA
Wealth Enhancement Advisory Services, LLC
Brandon Mather is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Dunham & Associates Investment Counsel, Inc. and LPL Financial LLC. He is based in Coronado, CA. 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.
Cayden K
Series 65
Irvine, CA
Wealth Enhancement Advisory Services, LLC
Cayden Kotowitz is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience dating back to 2023. His prior roles include positions at Spectrum Wealth Management, LLC and Putman Group. Before entering the advisory field, he was involved with GOGO Enterprises, LLC and attended the University of California. 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, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Heather C
Series 66
Fulton, MD
Wealth Enhancement Advisory Services, LLC
Heather Calianno is a financial advisor at Wealth Enhancement Advisory Services, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Planning Solutions Group, Triad Advisors, LPL Financial, and various entities within the Wealth Enhancement group since 2010. 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 investment management services, utilizing a strategic allocation process that combines passive and active management supported by quantitative and fundamental research.
Kevin P
Series 65
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Kevin Pietrzyk is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Marcum Wealth LLC and Strategic Wealth Partners. 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 and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.
Nathan B
CFP®, Series 63
Houston, TX
Wealth Enhancement Advisory Services, LLC
Nathan Bowen is a CFP® professional with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at The Financial Advisory Group Inc for twelve years. Bowen holds the Series 63 designation and is based in Houston, TX. 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 managers with both quantitative and fundamental research.
Darryl N
Series 63, Series 65
Houston, TX
Wealth Enhancement Advisory Services, LLC
Darryl Nelson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 17 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, 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 quantitative and fundamental research.
Joshua M
Series 63, Series 65
Gilbert, AZ
Wealth Enhancement Advisory Services, LLC
Joshua Manwaring is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Manwaring Wealth Management, Trajan Wealth, LLC, and Pilot Mortgage, LLC. He is involved in fixed insurance and annuity sales and servicing. 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, employing diversified investment strategies combining passive and active management overseen by an internal Investment Committee.
Philip C
CFP®
Melville, NY
Wealth Enhancement Advisory Services, LLC
Philip Capell is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously spent over two decades at Piermont Wealth Management Inc. In addition to his financial advising career, he provides minimal legal services through his own practice, Philip J Capell P.C. 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 regulatory assets and employs a diversified, risk-class based investment process combining passive and active management with quantitative, momentum, and fundamental analysis.
Edwina A
Series 63
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Edwina Allee is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. She has worked with Wealth Enhancement firms since 2006 and has a background that includes roles at Linsco Private Ledger. 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 with quantitative and fundamental research.
Leanne K
Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Leanne Kovach is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously with firms including Raymond James Financial Services Advisors, Gavin Financial Group, and Edward Jones. Kovach is based in Midland, MI. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account investment managers 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 investment process combining passive and active strategies overseen by an internal Investment Committee.
Linda M
CFP®, Series 63
Charlotte, NC
Wealth Enhancement Advisory Services, LLC
Linda Mander is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She is a board member of a local Boy Scout troop in Charlotte, NC. 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 financial planning, asset management, and retirement plan consulting through a mix of passive and active investment strategies overseen by an internal Investment Committee.
Stephanie C
CFP®, CFA®, Series 66
South San Francisco, CA
Wealth Enhancement Advisory Services, LLC
Stephanie Chang is a CFP® and CFA® with nine years of experience in the financial industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including Pillar Pacific Capital Management, Fisher Investments, and LPL Financial. Chang serves as a successor trustee for a family trust outside of her advisory role. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individual, high-net-worth, corporate, and retirement plan clients. 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.
Nicholas W
CFP®, Series 63, Series 65
Seattle, WA
Wealth Enhancement Advisory Services, LLC
Nicholas Wolejsza is a CFP® professional currently with Wealth Enhancement Advisory Services, LLC, based in Seattle, WA, with 13 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fisher Investments and Fisher Retirement Solutions. 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, employing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.
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