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Jesse C
CFP®, Series 63, Series 65
Jacksonville, FL
Wealth Enhancement Advisory Services, LLC
Jesse Crews is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group and its advisory services since 2018, and previously spent six years at Retirement Strategies, Inc. 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 approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
Logan D
Series 66
Walnut Creek, CA
Wealth Enhancement Advisory Services, LLC
Logan Dunbar is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Bank of America, Merrill, and Nuveen Securities. Prior to his financial services career, he was associated with CGI Group Inc., Julietta Winery, Saint Mary's College of California, and Dunbar Construction. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.
William K
Series 66
Anderson, SC
Wealth Enhancement Advisory Services, LLC
William Kibler is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and FinTrust Capital Advisors, among other firms. Outside of his advisory role, he is involved in collecting and selling baseball cards through an online e-commerce business. 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 comprehensive financial planning and asset management with an investment process that combines passive and active strategies guided by quantitative and fundamental research.
Eugene L
Series 63, Series 65
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Eugene Larkin 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 prior roles include positions at J.W. Cole Financial, Inc. and New Era Financial Group, Inc. Larkin is also the owner of a baseball-related business in Edina, Minnesota. 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 approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.
Susan B
Series 63, Series 66
Highlands Ranch, CO
Wealth Enhancement Advisory Services, LLC
Susan Buford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 34 years of industry experience. She previously worked at Charles Schwab & Co., Inc. for 13 years and has been with Wealth Enhancement firms since 2024. Buford also provides administrative support to Wealth Enhancement Advisory Services as part of a registered investment advisor hybrid business. 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 process combining passive and active management, supported by an internal Investment Committee and research that targets factor premiums such as value and momentum.
John B
CFP®, Series 63, Series 65
Orchid, FL
Wealth Enhancement Advisory Services, LLC
John Burke is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Raymond James Financial and his own firm, Burke Financial Strategies. He is also the owner of the Academy for Professional Education, where he conducts seminars. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee and supported by quantitative and fundamental research.
Timothy M
CFP®, Series 65
Pittsford, NY
Wealth Enhancement Advisory Services, LLC
Timothy Modesti is a CFP® and holds a Series 65 license with one year of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025 following a nine-year tenure at Northern Trust from 2016 to 2025. 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 management with oversight from an internal Investment Committee.
Wesley B
Series 63, Series 66
Montgomery, TX
Wealth Enhancement Advisory Services, LLC
Wesley Boudreaux is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at FSC Securities Corporation, Morgan Stanley, UBS Financial Services, and Fidelity. 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 managers with quantitative, momentum, and fundamental analysis.
Maureen T
Series 65
Elkhart, IN
Wealth Enhancement Advisory Services, LLC
Maureen Teunissen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. Her prior roles include positions at Guidance Investment Advisors and Everence Trust Company. Outside of her advisory work, she is associated with bookkeeping activities through a family member. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving 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, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Lawrence J
Series 63, Series 65
Glen Allen, VA
Wealth Enhancement Advisory Services, LLC
Lawrence Jackson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior work includes positions at Raymond James Financial Services and Wells Fargo Advisors Financial Network. He is also managing partner and owner of Dickerson Jackson and Associates, LLC, an independent investment practice. 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 combining passive and active managers with quantitative, momentum, and fundamental analysis.
Christopher G
CFP®, Series 66
Las Vegas, NV
Wealth Enhancement Advisory Services, LLC
Christopher Giuliani is a CFP® professional with two years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at UBS Financial Services, JP Morgan Private Wealth Advisors, and First Republic. Giuliani served five years in the United States Marine Corps. 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 investment approach that combines passive and active managers, with portfolio oversight by an internal Investment Committee.
Jason A
CFP®, ChFC®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Jason Ahlgren is a CFP® and ChFC® professional with 20 years of industry experience. He has worked at firms including IMST Distributors, Riverbridge Partners, Ameriprise, and Thrivent Investment Management before joining Wealth Enhancement Advisory Services, LLC. Outside of advisory work, he co-owns a recruiting firm, produces cocktail tutorial videos, and serves on finance and audit committees for nonprofit organizations such as the Animal Humane Society and Be The Match. 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 emphasizes diversified, risk-class based investment strategies combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools.
Amy C
Series 63, Series 65
New Milford, CT
Wealth Enhancement Advisory Services, LLC
Amy Crookshank is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Horner Townsend And Kent and Penn Mutual Life Insurance. 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 and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.
Corey L
CFA®, Series 65, Series 63
San Marino, CA
Wealth Enhancement Advisory Services, LLC
Corey Liu is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC, having previously worked at City National Rochdale and Pillar Pacific Capital Management 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 regulatory assets under management and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.
Andrea E
CFA®
Brookfield, WI
Wealth Enhancement Advisory Services, LLC
Andrea Elser is a CFA® charterholder with nine years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Prior to that, she was with SVA Plumb Wealth Management, LLC from 2015 to 2020. 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 plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Benjamin D
CFP®, Series 63, Series 66
Jacksonville, FL
Wealth Enhancement Advisory Services, LLC
Benjamin Davis is a Certified Financial Planner® with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2018. Prior to that, he was employed at Retirement Strategies, Inc. from 2015 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts and 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 guided by an internal Investment Committee.
Besiana K
Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Besiana Kingji is a financial advisor at Wealth Enhancement Advisory Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wealth Enhancement since 2020, including roles at affiliated entities and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering 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 strategies overseen by an internal Investment Committee.
Austin K
CFP®, Series 66
Larkspur, CA
Wealth Enhancement Advisory Services, LLC
Austin Krewson is a CFP® with six years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has previously worked at LPL Financial, Titus Wealth Management, and held roles at the University of Central Oklahoma and several private clubs. 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 combining passive and active strategies, supported by an internal Investment Committee.
Alexander G
Series 63, Series 66
Bradenton, FL
Wealth Enhancement Advisory Services, LLC
Alexander Gault is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at HighTower Securities, LLC and CNL Securities Corp. Gault serves on an investment advisory oversight board that helps set strategic direction for county fund investments. 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 diversified, risk-class based investment strategies that combine passive and active management with quantitative, momentum, and fundamental analysis.
Kevin S
Series 63, Series 66
Alpharetta, GA
Wealth Enhancement Advisory Services, LLC
Kevin Saylor 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 roles include positions at Ameriprise Financial Services, Inc. and LPL Financial. 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 guided by an internal Investment Committee.
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