Lauren Wachtell is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at Wealth Enhancement Brokerage Services and World Equity Group, Inc. Outside of finance, she has worked with businesses in the coffee and food sectors, including Trident Coffee and Man Candy Beef Jerky. Wealth Enhancement Advisory Services manages over $122 billion in assets through a broad advisor network, offering financial planning, asset management, and retirement-plan consulting for individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a variety of implementation tools and services.

Madison Kiersch is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of experience. She holds a Series 65 credential and has worked in a variety of roles including at Mercy Hospital and the University of Iowa. Outside of finance, she is involved with Basta Pizzeria Ristorante. Wealth Enhancement Advisory Services provides financial planning, asset management, and consulting services 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 management with quantitative, momentum, and fundamental analysis.

Abraham Barrera is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank prior to joining Wealth Enhancement Advisory Services in 2020. 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 offers financial planning, asset management, and retirement plan consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Sheyna Regets is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at LPL Financial, LLC and BPU Investment Management, Inc. She is currently affiliated with multiple entities within the Wealth Enhancement group. 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 plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Christian Okada is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2016. His background includes roles with Wealth Enhancement Brokerage Services, Wealth Enhancement Group, and LPL Financial. Outside of his advisory work, he participates as a chain crew member for the South Washington School District. 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 retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Michael Bohmer is a financial advisor at Wealth Enhancement Advisory Services, LLC with 29 years of industry experience. He has previously worked at LPL Financial, LLC for 24 years and operated Bohmer Kilcoyne Wealth Management LLC for nine years. He is licensed with the Series 63 designation and is based 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, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Valarie Wright is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Cabot Lodge Securities LLC, IFS Securities Inc., Fuller Wealth Management, Keller Williams, and Raymond James & Associates. She also serves as a FINRA arbitrator in Dallas, TX. 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 that combines passive and active management supported by quantitative and fundamental research.

Kristen Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Asset Management Resources, LLC for 12 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and periodic portfolio rebalancing.

Michele Newhouse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Advisory Services, LLC during her career. Michele is also an insurance agent, selling traditional insurance products including fixed annuities, disability, and long-term care insurance. 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 retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Holland Church is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fintrust Capital Advisors and FinTrust Brokerage Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Fraser Mc Lean is a CFP® and CFA® with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously worked at North American Management Corp. for 10 years. 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 quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Stephanie Manitaras is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and previously worked at 10-15 Associates, Inc. from 2010 to 2021. 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 targeting factor premiums such as value and momentum.

Stephen Valelly is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fuller Wealth Management, LLC and Raymond James & Associates. In addition to his advisory role, he is also an insurance agent based in Dallas, TX. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Brian Fricke is a CFP® professional with 34 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022, following a 31-year tenure at Financial Management Concepts. He serves as a board member of the New Smyrna Beach Fire Pension and is a trustee for the LCMS Foundation. 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, risk-class based investment approach blending passive and active strategies, supported by internal investment oversight and a range of implementation tools.

Cristl Walker is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Securities America, Fidelity Brokerage Services, and Charles Schwab. Outside of financial advising, she provides pet sitting services through the Rover platform. 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 employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Erik Anderson is a Certified Financial Planner® with 18 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ryan Financial Inc and LPL Financial. Outside of advisory services, he holds a 25% ownership stake in ALE Restaurants, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charities, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Kyle Hyland is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience with LPL Financial, Private Client Services, and SII Investments Inc. Hyland holds Series 63 and Series 66 licenses and is based in Madison, WI. 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 blends passive and active strategies overseen by an internal Investment Committee.

Vance Gray is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously operated his own firm, Vance Gray Wealth Management, Inc, for 19 years and worked at Graystone Insurance for 11 years. Outside of advisory work, he is involved with a real estate business owning an office building in Bangor, ME. 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, quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Adam Nguyen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with Wealth Enhancement firms since 2011, including roles at Wealth Enhancement Brokerage Services and LPL Financial. Outside of advisory work, he is a commissioned notary public. 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 managers, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and consulting services.

John Patterson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Cetera Advisor Networks, Carroll Financial Associates, and United Technologies Corporation. Wealth Enhancement Advisory Services provides comprehensive 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 using a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.