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Tyson M
Series 66
Austin, TX
Wealth Enhancement Advisory Services, LLC
Tyson Mavar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at firms including The Retirement Group and LPL Financial prior to his current role. Tyson is based in Las Vegas, NV. 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 specialized consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
John K
CFP®, Series 63, Series 66
Cincinnati, OH
Wealth Enhancement Advisory Services, LLC
John Kahle is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including TIAA and Empower Financial Services. In addition to his advisory work, he serves as a leadership coach and mentor in Cincinnati, OH. 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 through a combination of passive and active investment strategies guided by an internal Investment Committee.
Skyler H
Series 66
Edmond, OK
Wealth Enhancement Advisory Services, LLC
Skyler Hulslander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, and Private Advisor Group, LLC. Outside of his advisory work, he is involved with the American Financial Education Alliance and provides educational presentations through White Glove 587, along with co-owning Provex Roofing & Painting. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to a diverse client base, including 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 process blending passive and active strategies overseen by an internal Investment Committee.
Mitchell A
CFA®, Series 65
Brookfield, WI
Wealth Enhancement Advisory Services, LLC
Mitchell Ahmad is a CFA® charterholder with eight years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC, where he has been since 2021. His prior roles include positions at SVA Plumb Wealth Management, LLC, and Carroll University. 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 management, supported by an internal Investment Committee.
Kenneth W
CFP®, Series 66
Pittsburgh, PA
Wealth Enhancement Advisory Services, LLC
Kenneth Williams Jr. is a CFP®-designated financial advisor with Wealth Enhancement Advisory Services, LLC, based in Pittsburgh, PA. He has three years of industry experience and has previously worked at LPL Financial and The Prudential Insurance Company of America. Outside of his advisory role, he is employed part-time as a valet. 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 specialized retirement consulting through a network of advisors, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.
James B
CFP®, ChFC®, Series 63, Series 65
West Conshohocken, PA
Wealth Enhancement Advisory Services, LLC
James Butler is a CFP® and ChFC® with 41 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, FourFront Advisors, LLC, and Commonwealth Financial Network. 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 consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.
David T
CFP®, Series 65, Series 63
Green Bay, WI
Wealth Enhancement Advisory Services, LLC
David Tulig is a CFP®-designated financial advisor with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2019, following six years at Summit Planning 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 through a large advisor network, emphasizing diversified, risk-class based allocations that combine passive and active management with quantitative, momentum, and fundamental analysis.
Adam E
Series 63, Series 65
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Adam Elliott is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior firms include LPL Financial, J.W. Cole Financial, and The Prudential Insurance Company of America. 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 AUM and employs a diversified, risk-class based investment process that combines passive and active management overseen by an internal Investment Committee.
Brian V
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Brian Vnak is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement since 2014 and also operates a tax preparation and accounting service for friends and family through his own LLC. 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 and asset management services.
Alice M
Series 66
Jupiter, FL
Wealth Enhancement Advisory Services, LLC
Alice Mcelhinney is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Triad Advisors, and MetLife Securities. Outside of her advisory role, she is involved with Pinnacle Tax LLC, a tax preparation and accounting business. 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 employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a variety of specialized financial planning and asset management services.
Robert M
Series 66
Walnut Creek, CA
Wealth Enhancement Advisory Services, LLC
Robert Mauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial, LLC and Napa Valley Wealth Management. 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 allocation investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums.
Nathan S
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Nathan Stancek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at LPL Financial and Retirement Advisory Group/SII Investments. 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 process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
Stephanie F
Series 63, Series 66
Tucson, AZ
Wealth Enhancement Advisory Services, LLC
Stephanie Ford is a financial advisor with Wealth Enhancement Advisory Services, LLC in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at LPL Financial, Greenberg Financial Group, and Cambridge Investment Research, 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 manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, overseen by an internal Investment Committee.
Samuel S
Series 66
Brea, CA
Wealth Enhancement Advisory Services, LLC
Samuel Soler Conklin is a financial advisor with Wealth Enhancement Advisory Services, LLC in Brea, CA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial LLC, Householder Group Estate and Retirement Specialists, Wescom Financial Services, and Merrill. He is involved with the American Financial Education Alliance, providing educational services to local colleges and libraries. Wealth Enhancement Advisory Services offers 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 emphasizes diversified, risk-class-based investment allocations using both passive and active strategies overseen by an internal Investment Committee.
Spencer C
Series 66
Greenville, SC
Wealth Enhancement Advisory Services, LLC
Spencer Cole is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, FinTrust Brokerage Services, and Stifel. Outside of his advisory work, he was involved with SHC Golf LLC for eight years. 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.
Jonathan G
CFA®, Series 63
Fulton, MD
Wealth Enhancement Advisory Services, LLC
Jonathan Giordani is a CFA® charterholder with 24 years of industry experience. He is affiliated with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and Planning Solutions Group. Outside of advisory services, he is involved as a senior vice president in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and utilizing both proprietary and third-party resources.
Michael R
Series 65
Orcutt, CA
Wealth Enhancement Advisory Services, LLC
Michael Ross Jr. is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Vivid Financial Management and in various roles outside the financial sector, including at the EPA Department of Recycling, Recovery, and Resources. 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 process combining passive and active management, supported by an internal Investment Committee and research that incorporates both quantitative and fundamental analysis.
Siobhan C
CFP®, ChFC®, Series 63
Phoenix, AZ
Wealth Enhancement Advisory Services, LLC
Siobhan Collins is a financial advisor at Wealth Enhancement Advisory Services, LLC with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Wealth Enhancement Advisory Services in 2025, she worked at The Vanguard Group for eight years and had roles at Robert W. Baird & Co. and as a self-employed advisor. Wealth Enhancement Advisory Services offers 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 utilizes a diversified, risk-class based investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.
Nicholas P
CFP®, Series 66
Ann Arbor, MI
Wealth Enhancement Advisory Services, LLC
Nicholas Parros is a CFP® with three years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC in Ann Arbor, MI. His prior roles include positions at Osaic Wealth Inc, Jackson National Life Distributors, and Woodbury Financial Services Inc. Outside of financial advising, he is a professional wakesurfer who competes internationally and works with multiple sponsors. 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 strategies with oversight by an internal Investment Committee.
Joseph R
CFP®, ChFC®, Series 66
Philadelphia, PA
Wealth Enhancement Advisory Services, LLC
Joseph Robostello is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Levy Wealth Management Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, 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.
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