Bryan Grisak is a CFP® and ChFC® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ameriprise Financial 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 a range of services such as 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.

Eric Wulff is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Marcum Wealth, LLC for 19 years before joining Wealth Enhancement Advisory Services in 2025. Outside of his advisory role, he serves as Vice President of the Exit Planning Exchange in Cleveland, Ohio. 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 approach that combines passive and active management with quantitative and fundamental research.

Chris Schiffer is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes six years at AEPG Wealth Strategies. 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.

William Borders is a CFP® with 22 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 for 23 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 managers, supported by an internal Investment Committee, and offers a wide range of financial planning, asset management, and specialized retirement consulting services.

Chase Hefel is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Wealth Enhancement Advisory Services since 2025. Outside of his advisory role, he works part-time as a bartender at Gin Rickey's in Dubuque, Iowa. 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 managers with oversight by an internal Investment Committee.

Jacob Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Before joining Wealth Enhancement, he worked at Alter Domus and held various roles at Anderson University and Sky Zone. 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, utilizing a diversified investment approach that blends passive and active strategies and includes oversight by an internal Investment Committee.

Daniel Dziekciowski is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and LPL Financial. Outside of his advisory role, he is involved with Duck Duck Gray Duck, LLC. 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 an internal Investment Committee.

Patrick Doherty is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked with firms including LPL Financial and Triad Advisors. Outside of his advisory role, he is involved in non-variable insurance activities. 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 managers, supported by an internal Investment Committee and quantitative and fundamental research.

Dean Danison is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously operated Danison & Associates, Inc. for 27 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. 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.

Mary Millitzer is a CFP® with 12 years of experience in the financial services industry, currently with Wealth Enhancement Advisory Services, LLC. Her career includes roles at LPL Financial, Bank of America, Merrill, and New York Life. She serves as Executive Vice President of the Junior League of Cincinnati and is a member of the Board of Trustees at the Contemporary Arts Center in Cincinnati. Wealth Enhancement Advisory Services (WEAS) 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 blends passive and active strategies overseen by an internal Investment Committee.

Anne O Hara is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. Her prior roles include positions at Oakwood Capital Management and The Biederman Group at Morgan Stanley. She has also been associated with the University of California Santa Barbara. Wealth Enhancement Advisory Services, LLC is an SEC-registered 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, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Rexford Schilgen is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Levy Wealth Management Group, LPL Financial, and Pershing 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 investment approach combining passive and active managers, supported by an internal Investment Committee.

Mark Scarlett is a CFA® charterholder and holds a Series 65 license, with 27 years of industry experience. He previously worked for Northwest Investment Counselors LLC for 26 years before joining Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group in 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Mark Parrish is a CFP® professional with 29 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Advisory Services since 2001 and held prior roles at Linsco/Private Ledger Corp and Wealth Enhancement Brokerage Services. In addition to his advisory work, he is involved in selling fixed insurance products through Wealth Enhancement Group LLC. 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 offers a range of financial planning, asset management, and consulting services.

D'andre Thortvedt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Fisher Investments and TIAA. 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 investment approach combining passive and active strategies overseen by an internal Investment Committee.

Jean Elzayek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Gladstone Institutional Advisory, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he operates an Etsy store specializing in woodturned items. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, and institutions. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Logan Tonsberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and beginning his career in 2026. Prior to joining Wealth Enhancement, he worked at IGT and Aruza Pest Control, and he has an academic background including time at the University of Nevada, Reno. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process integrates diversified risk-class based allocations using both passive and active strategies, with portfolio oversight by an internal Investment Committee.

Aisling Carroll Transom is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors and FirstPoint Financial. She is the founder of Morpheus NYC LLC, a consulting company outside of investment-related activities. 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, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Wendy Shannon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at L.M. Kohn & Company, Edward Jones, and Morgan Stanley. Outside of her advisory work, she owns Michigan Patchwork Studio, where she sews crafts and quilts for sale at shows, and she also works seasonally as an ornament personalizer at Bronners Christmas Wonderland. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified, risk-class based investment approach that incorporates both passive and active managers, with portfolio oversight provided by an internal Investment Committee.

Stuart Gay is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Wealthshield Partners, LLC and MassMutual Life Insurance Company. Outside of advising, he owns businesses in construction, cleaning services, and farming operations. 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 management with oversight from an internal Investment Committee.