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Mitchell B
CFP®, Series 66
Hagerstown, MD
Wealth Enhancement Advisory Services, LLC
Mitchell Belella is a CFP® with 12 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His previous roles include positions at LPL Financial, Commonwealth Financial Network, and Serafini Financial Group. He also serves as a Vice President and Financial Advisor involved in fixed insurance 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 investment approach that combines passive and active strategies overseen by an internal Investment Committee.
Alan Y
Series 65
San Marino, CA
Wealth Enhancement Advisory Services, LLC
Alan Yang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at TransGlobal Advisory LLC and FKC International 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 employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.
Kelly W
Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Kelly Weis is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior roles include positions at Prudential Customer Solutions LLC, Pruco Securities, LLC, and Allianz Life Financial Services, LLC. Outside of her financial advisory work, she serves as president of Buffalo Bison Cheerleading. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to specialized investment managers 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 overseen by an internal Investment Committee.
Michael C
Series 63, Series 65
Summit, NJ
Wealth Enhancement Advisory Services, LLC
Michael Charvala is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at M&R Capital Management, Inc. and Verizon Wireless. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and 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.
John H
Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
John Huggins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. He has held various co-ownership and management roles in property-related businesses and serves as a club officer for the Athens Football Alumni Club. Wealth Enhancement Advisory Services offers financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, utilizing diversified, risk-class based investment strategies that combine passive and active management overseen by an internal Investment Committee.
Anthony M
Series 65
Boston, MA
Wealth Enhancement Advisory Services, LLC
Anthony Maenhout is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at HighTower Advisors and Willis Towers Watson, with an academic background at Bentley University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans. The firm offers financial planning and asset management through diversified, risk-class based allocations blending passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.
Garett M
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Garett Maag is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions with the Ottawa Redblacks, Michigan Panthers UFL, Minnesota Vikings, and the University of North Dakota. 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 that combines passive and active managers with quantitative, momentum, and fundamental analysis.
Mary H
CFP®, Series 63, Series 66
Cincinnati, OH
Wealth Enhancement Advisory Services, LLC
Mary Herrington is a CFP® professional with 18 years of experience in financial advisory roles. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Bohmer Kilcoyne Wealth Management LLC and LPL Financial. 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 offers comprehensive 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.
Christopher D
CFP®, Series 66
Charlotte, NC
Wealth Enhancement Advisory Services, LLC
Christopher Dillon is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Cetera Advisor Networks, Carroll Financial Associates, and Wells Fargo. He is based 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’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.
Danielle M
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Danielle Mehia is a CFP® professional with 14 years of experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. She has worked with the firm and its related entities since 2010 and has prior experience with LPL Financial. In addition to her advisory role, she is a commissioned notary public. 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 research integrating quantitative and fundamental analysis.
Chad E
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Chad Essman is a CFP® professional with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2004 and was previously affiliated with LPL Financial. Outside of his advisory role, he has participated in a radio program and is a commissioned notary. 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 quantitative and fundamental research.
Anthony P
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Anthony Parrish is a CFP® professional with 10 years of experience in the financial services industry. He has been with Wealth Enhancement Advisory Services, LLC since 2015 and has worked in affiliated entities including LPL Financial and Kestra Financial. Parrish is based in Plymouth, MN. 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 management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.
Subash S
Series 66
Redondo Beach, CA
Wealth Enhancement Advisory Services, LLC
Subash Seshadri is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked with Cetera Advisor Networks LLC, Securian Financial Services, and Ameriprise Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, 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 managers with quantitative and fundamental analysis.
Max H
CFP®, Series 66
Farmington, UT
Wealth Enhancement Advisory Services, LLC
Max Hanks is a CFP® and Series 66 registered financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. His prior work includes roles at RH Advisors, Eagle Strategies LLC, NYLIFE Securities LLC, and Winward Financial. Outside of finance, he has experience working with the Church of Jesus Christ of Latter-Day Saints and involvement in the restaurant and sales industries. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers a range of financial planning, asset management, and retirement consulting services to individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and various implementation tools.
Ryan M
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Ryan Mckeown is a CFP® professional with 23 years of experience in financial advisory. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related entities including Wealth Enhancement Brokerage Services, LLC and LPL Financial. Outside of advisory work, Mckeown teaches a personal financial planning course as an adjunct professor at Minnesota State University Mankato and participates in a radio program hosted by Wealth Enhancement Group. He is also involved with the Girl Scouts River Valley as a committee member. 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 and offers comprehensive financial planning, asset management, and retirement consulting services.
Nathan M
CFP®, Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Nathan Mcclanahan is a CFP® professional with 20 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2012, and has prior experience with 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 plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Cody T
Series 65
Farmington, UT
Wealth Enhancement Advisory Services, LLC
Cody Thomas is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Sapphire Wealth Management and involvement with BYU. Outside of finance, he has worked with Climb Works Keana Farms and the Loveland Living Planet Aquarium. 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 blending passive and active managers, overseen by an internal Investment Committee.
Lee R
CFP®, Series 63
Green Bay, WI
Wealth Enhancement Advisory Services, LLC
Lee Revolinski is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to joining Wealth Enhancement, he worked at Summit Planning Group LLC for 14 years. He is a board member of the Finance Committee at Bethany Church in Green Bay, WI. 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 financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active managers guided by an internal Investment Committee.
James R
Series 66
Destin, FL
Wealth Enhancement Advisory Services, LLC
James Renfroe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Marcum Wealth, LPL Financial, Principal Financial Services, and BBVA, among others. 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 active and passive management with quantitative, momentum, and fundamental analysis.
Brian R
CFP®, Series 63
Madison, WI
Wealth Enhancement Advisory Services, LLC
Brian Reamer is a CFP® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021. Prior to that, he worked at SVA Plumb Wealth Management, LLC and SVA Financial Services, LLC from 2001 to 2020. 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 through a network of advisors and employs a strategic investment approach combining passive and active management.
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