Arlinda Yang is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Her background includes roles at the University of Wisconsin-Madison and Riverside University High School. 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 consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Conrad Kerber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at LPL Financial and SII Investments, Inc., as well as a longstanding association with Retirement Advisory Group. He is also a co-author of a book on biking. 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 consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Timothy O Brien is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 27 years of industry experience. His prior roles include positions at SVA Plumb Wealth Management, LLC and Wisconsin Capital Management, LLC. Outside of his advisory work, he serves as an elected trustee for the Village of Maple Bluff and holds board positions with SVA Certified Public Accountants and Diversified Services of Wisconsin, as well as the Madison College Foundation. 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 integrates quantitative and fundamental analysis.

Scott Montes is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cloud Investments LLC, Keel Point Capital, LLC, and Proequities, Inc. Montes is based in Huntsville, Alabama. 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 strategies, with portfolio oversight by an internal Investment Committee.

Robert Kalman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Miramar Capital LLC, Saxony Securities, and Kalman Kushnir Capital Inc, where he was principal for over 30 years. 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 employs a diversified, risk-class based investment process combining passive and active strategies, supported by an internal Investment Committee and multiple implementation tools.

Craig Meuer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 32 years of industry experience. His career includes roles at J.W. Cole Advisors, Inc., New Era Financial Advisors, Inc., and LPL Financial. He is the owner of a business entity, Craig Meuer LLC, used for tax and investment purposes. 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, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Andrew Thompson is a CFP® with seven years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with several firms including LPL Financial and Triad Advisors. His roles have spanned both advisory and brokerage services within the Wealth Enhancement network. 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, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Adam Weiland is a CFP® professional with 19 years of experience in the financial services industry. He has worked with Wealth Enhancement Advisory Services, LLC since 2011 and has been affiliated with related Wealth Enhancement entities since 2007. Outside of advisory work, he has established a business entity for tax and investment purposes. 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, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Chanley Lindsey is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Landmark Financial Advisors, LLC and the WKU Center for Financial Success. Lindsey’s background also includes roles outside finance, such as positions at Indian Hills Country Club and Pink Lily Boutique. 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 comprehensive financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Vincent Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Houston, TX. He has one year of industry experience and has held positions at The Post Oak Hotel at Uptown Houston and Future Financial South. He has also been affiliated with the University of Houston since 2022. 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 and employs a diversified investment process that blends passive and active management with quantitative, momentum, and fundamental analysis.

Peter Hoover is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and his own firm, Hoover Financial Advisors, PC. 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 an internal Investment Committee and a range of program offerings.

Samuel Hardin is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. Prior to this, he was employed at LM Kohn & Company from 2021 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including 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.

Thomas Sartor is a CFA® charterholder and holds a Series 65 license, with 10 years of industry experience. He has worked at The Financial Advisory Group Inc from 2014 to 2024 and has been with Wealth Enhancement Advisory Services, LLC since 2024. He serves as the Vice President of Programming for the CFA Society of Houston. 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 consulting, employing a strategic investment approach that combines active and passive management with quantitative and fundamental research.

Thomas Filomeno is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 15 years of industry experience. His prior roles include positions at Marcum Wealth, LLC and Marcum, LLP, and he serves as Managing Director at CBIZ, Inc., advising clients on tax matters. Filomeno also holds treasurer roles with the CT Tooling & Machining Association, Inc. and the SARA-SEA Association, Inc. 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.

Brian Felshaw is a Certified Financial Planner (CFP®) and holds a Series 66 license, with eight years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2025, following roles at Capstone Wealth Advisors, Waterfront Financial Management, LLC, and Morgan Stanley. Prior to his financial career, he spent five years affiliated with Brigham Young University and a year with BYU Police MTC security. 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 utilizes a diversified investment approach blending passive and active management, supported by an internal Investment Committee and various implementation tools.

Kosuke Takahashi is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Capstone Wealth Advisors and Waddell & Reed, Inc. Outside of advising, he is involved in community service, including helping low-income families file tax returns and serving as an outreach coordinator and board member for Eastside SDA Fellowship. 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 consulting, utilizing a strategic investment process combining passive and active management guided by an internal Investment Committee.

Michael Allen is a financial advisor at Wealth Enhancement Advisory Services, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with firms including Cetera Advisor Networks and First National Bank of Omaha. 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 process that combines passive and active management guided by quantitative and fundamental research.

Christopher Puckett is a financial advisor with Wealth Enhancement Advisory Services, LLC in Houston, TX. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at The Financial Advisory Group and positions related to education and recreational organizations. 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 financial planning, asset management, and retirement consulting, using a strategic investment approach that combines passive and active managers and incorporates quantitative and fundamental research.

David Hogans is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at The H Group, Inc. and Intelligent Investing Incorporated. Hogans is also an attorney licensed in Virginia, New Mexico, and before the Federal Patent Bar, though he is not currently practicing law. 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.

Zachary Haussler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His career includes roles at Wealth Enhancement Brokerage Services, Wealth Enhancement Group, LPL Financial, and Planning Solutions Group. Outside of his advisory work, he is involved with the Baltimore Blast in a non-investment-related capacity. 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 a range of financial planning and investment management services, utilizing a mix of passive and active strategies guided by an internal Investment Committee.