Michael Turi is a CFP® professional with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Unum and other financial firms, with continuous involvement in the Wealth Enhancement Group since 2020. 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 utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Shawn Scott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 license. He has 17 years of industry experience, including over a decade at Wealthquest Corporation before joining Wealth Enhancement Advisory Services in 2024. 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, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Scott Lord is a CFP® professional with 31 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Kingswood Capital Partners, LLC, WealthShield Partners, LLC, Niagara International Capital Limited, and Principal Financial Group. 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 management with quantitative, momentum, and fundamental analysis.

Andrew Moulton is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Moulton Financial Group and Woodbury Financial 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 offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Bruce Mandel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His prior roles include long-term positions at Oakwood Capital Management and its division ACORN Digital Wealth. He serves as a trustee for The Luskin Orthopedic Institute for Children, participating in volunteer oversight and community outreach activities. 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 diversified, risk-class-based allocations that combine passive and active management with quantitative and fundamental analysis.

James Simonaro is a CFP® with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Vivid Financial Management and Tesla, as well as six years at Dooc Burnstein's Ice Cream Lab. 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 uses a diversified, risk-class based investment process blending passive and active management, supported by an internal Investment Committee.

Jordan Putman is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Spectrum Wealth Management, LLC and the Putman Group. He also has experience in education, having worked at Cal State University Fullerton and Tesoro 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 and uses a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Sean Berger is a CFP® professional with 38 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His career includes roles at LPL Financial, American Portfolios Financial Services, and Adirondack Retirement Specialists. Outside of advisory work, he owns racehorses through a business entity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. 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 comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

James Hiles is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His prior roles include positions at First Capital Advisors Group, LLC and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved as a Senior Vice President in a fixed insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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, using a strategic investment process that combines passive and active management with quantitative and fundamental research.

Richard Raybin is a CFP® professional with 20 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior work includes a 17-year tenure at Lifetime Capital Group and roles at Lifetime Legacy Services and Wealth Enhancement Group. 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 process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Ty Schommer is a CFP® professional with 27 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously worked for Arbor Capital Management, Inc. for 13 years. Schommer is a co-owner of Twister Creek LLC, a brewery and restaurant in Talkeetna, AK, and serves as a trustee on the Municipality of Anchorage Trust Fund Board of Trustees. 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 blends passive and active strategies overseen by an internal Investment Committee.

Veronica Aaron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Householder Group Estate & Retirement Specialists and LPL Financial from 2013 to 2024. Outside of her advisory role, she serves as trustee of the Kofoed Family Trust. 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 management, supported by quantitative and fundamental research and an internal Investment Committee.

Gideon Hicks is a CFP® professional with 11 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Summit Planning Group before joining Wealth Enhancement in 2019. 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 employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and a range of financial planning and consulting services.

Timothy Sallade is a CFP® and CFA® with 10 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026, following a 12-year tenure at Lake Tahoe Wealth Management, Inc. His practice is based in Melbourne, FL. 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 assets through a large advisor network and emphasizes diversified, risk-class based allocations combining passive and active management supported by an internal Investment Committee.

Stephen Hodgetts is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior roles include positions at First Capital Advisors Group, McAdam LLC, and VOYA Financial Advisors. 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 investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Jason Tafoya is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2026. His prior experience includes roles at The H Group Washington, Inc., CS Planning Corp, Evergreen Wealth, LLC, Stratos Wealth Partners, and LPL Financial. He is also a commissioned notary. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm applies a diversified investment approach combining passive and active strategies, with portfolio oversight by an internal Investment Committee.

Michael Welch is a Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Oakland, CA. He has three years of industry experience, including roles at BTR Capital Management and The Van Allen Group. 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 employs a strategic investment process that combines passive and active management, quantitative and fundamental research, and offers a range of financial planning and asset management services.

Angela Zimmerman is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously been with TRH Financial LLC dba Hawkins Wealth Management for nine years. Outside of her advisory role, she serves on the board and finance committee of The Arc and is president of the Scanlon Farms Homeowners Association. 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 offers financial planning, asset management, and specialized consulting using a strategic allocation approach that combines passive and active management, supported by quantitative and fundamental research.

Timothy Noe is a CFP®-certified financial advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His work history includes roles at LPL Financial LLC and Wealth Enhancement Brokerage Services. Prior to his financial advisory career, he held positions at United Parcel Service and Ontrac. 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, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.