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Michael B

CFP®, Series 63

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Michael Bishop is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2014. He has previously worked with LPL Financial and has been associated with Wealth Enhancement Group, LLC since 2006. Outside of his advisory role, he is a notary and is involved with a personal business entity, Bishop's Holdings, LLC, used for tax and investment purposes. 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 employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and extensive research, and offers a broad range of financial planning, asset management, and consulting 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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Geoffrey L

Series 63, Series 65

Houston, TX

Wealth Enhancement Advisory Services, LLC

Geoffrey Lanceley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes two decades at LPL Financial and a decade at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. In addition to his advisory role, he is an oil and gas investor. 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 process combining passive and active strategies 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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Joanna L

Series 65

Cleveland, OH

Wealth Enhancement Advisory Services, LLC

Joanna Lograsso is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and several years of experience in the industry, including roles at Marcum Wealth, St. Claire Advisors, LLC, and Paragon Advisors, Inc. She is based in Cleveland, OH. 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 financial planning and asset management services, utilizing 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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Charles C

CFP®, CFA®, ChFC®, Series 66

Naples, FL

Wealth Enhancement Advisory Services, LLC

Charles Campbell is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, CFA®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. He serves as a member of the investment committee for the Diocese of Venice Pension Plan. 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 that combines passive and active managers, 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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Bradly B

CFP®, ChFC®, Series 66

Houston, TX

Wealth Enhancement Advisory Services, LLC

Bradly Baxter is a CFP® and ChFC® with 11 years of industry experience. He has been affiliated with Wealth Enhancement Advisory Services, LLC and its related entities since 2016, and previously worked with LPL Financial, LLC. 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, risk-class based investment approach that blends 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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Brett C

Series 66

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Brett Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pegasus Capital Management. 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, employing a diversified investment approach that combines passive and active managers supported by 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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David H

Series 65

Darien, CT

Wealth Enhancement Advisory Services, LLC

David Himmelreich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 37 years of industry experience. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he serves as Treasurer and board member of the Investment Advisory Council for Connecticut State pensions and is involved with Wealth Enhancement Tax and Consulting Services, which provides tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active strategies 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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Garrett S

CFP®

Nashville, TN

Wealth Enhancement Advisory Services, LLC

Garrett Sorensen is a CFP® professional with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Marcum Wealth, LLC, AAFMAA Wealth Management & Trust, and Abound Wealth Management. Outside of advisory work, he hosts the podcast Operation Veteran Finance, serves as Finance Committee President for the Music City Children’s Museum, and teaches financial education and retirement planning courses. 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 plan consulting, utilizing 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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Jacob L

Series 66

Northbrook, IL

Wealth Enhancement Advisory Services, LLC

Jacob Lankford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients 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.

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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Jack E

CFA®, Series 65, Series 63

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Jack Evans is a CFA® charterholder and holds Series 63 and Series 65 licenses with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2026. Prior to that, he held roles at Commonwealth Financial Network and American Funds. 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.

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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Glenn M

CFP®, ChFC®

Fort Washington, PA

Wealth Enhancement Advisory Services, LLC

Glenn Meyer is a CFP® and ChFC® with 31 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliated Wealth Enhancement Group since 2018, following 25 years at GDM Advisory Group, Ltd. 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 retirement plan consulting, utilizing a combination of passive and active investment strategies 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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Jonathan L

CFP®, Series 63

Charlotte, NC

Wealth Enhancement Advisory Services, LLC

Jonathan Liles is a CFP® with 25 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. He is based in Charlotte, NC. 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 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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Kevin Z

CFP®, Series 63, Series 66

Itasca, IL

Wealth Enhancement Advisory Services, LLC

Kevin Zasada is a CFP® professional with nine years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Fisher Investments, and Merrill. Wealth Enhancement Advisory Services (WEAS) 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 process that blends 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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Brian K

CFP®, Series 66

Fulton, MD

Wealth Enhancement Advisory Services, LLC

Brian Kuhn is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Triad Advisors, Inc. Outside of his advisory work, Kuhn occasionally works as a background actor in television and film and is an author of several personal finance books, including a children’s book and a guide on federal employee benefits. He also speaks publicly on personal finance topics in the Maryland, DC, and Virginia area. 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 a range of financial planning, asset management, and retirement consulting services, 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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Alan H

CFP®, ChFC®, Series 63

Green Bay, WI

Wealth Enhancement Advisory Services, LLC

Alan Hicks is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, he worked at Summit Planning Group LLC for over 13 years. Outside of advising, he holds a board position as vice president of Brown County Ice Management, overseeing the operations of two local ice rinks. 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 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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Paul B

Series 63, Series 65

Pittsburgh, PA

Wealth Enhancement Advisory Services, LLC

Paul Brahim is a financial advisor with Wealth Enhancement Advisory Services, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes more than two decades at BPU Investment Management Inc. and roles with LPL Financial and multiple Wealth Enhancement entities since 2020. In addition to his advisory work, he develops and delivers continuing legal education to attorneys and has engaged in investment-related speaking 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 and employs a diversified, risk-class based investment approach blending passive and active managers, 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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Tamar M

CFP®, ChFC®, Series 63

Naples, FL

Wealth Enhancement Advisory Services, LLC

Tamar Mogilski is a CFP® and ChFC® with 38 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her career includes roles at Legacy Financial Insurance Services, Raymond James Financial Services, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm offers financial planning, asset management, and specialized 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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Todd D

CFP®, Series 63, Series 65

Itasca, IL

Wealth Enhancement Advisory Services, LLC

Todd Diven is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing 26 years of industry experience. He has been with Wealth Enhancement since 2013 and also operates a CPA practice focused on basic tax preparation. 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 that blends passive and active strategies 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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William B

Series 63

Uniontown, PA

Wealth Enhancement Advisory Services, LLC

William Bush is a financial advisor at Wealth Enhancement Advisory Services, LLC with 56 years of industry experience. He previously worked at BPU Investment Management, Inc. and LPL Financial. He serves as a board member of the Fayette County Assessment Appeals Board in Pennsylvania. 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 across risk classes, supported by 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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Ronald S

Series 65

Bayside, WI

Wealth Enhancement Advisory Services, LLC

Ronald Sadoff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 24 years of industry experience. He previously operated Sadoff Investment Management and Ronald Sadoff's Major Trends for 44 years before joining Wealth Enhancement Group and its advisory services in 2022. Outside of his advisory work, he serves as president of Milwaukee College Prep, a K-8 charter school, and is a board member at the University of Wisconsin-Milwaukee. 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 regulatory assets under management, employing a diversified, risk-class based investment approach that blends passive and active strategies 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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