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Nicole R

CFP®, Series 65, Series 63

Farmington, UT

Wealth Enhancement Advisory Services, LLC

Nicole Roberts is a CFP®-certified financial advisor with 14 years of industry experience. She currently works with Wealth Enhancement Advisory Services, LLC and has held prior roles at RH Advisors, LLC and United Planners Financial Services. Outside of her advisory work, she has been involved as a distributor with Young Living Essential Oils for over a decade. 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 combines passive and active strategies, supported by quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Zachary B

CFP®, Series 66

Danbury, CT

Wealth Enhancement Advisory Services, LLC

Zachary Babineau is a CFP®-certified financial advisor with three years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Bridgelight Financial Advisors, and Fiducient Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account options for individuals, high-net-worth clients, corporations, and retirement plans. The firm utilizes a diversified investment approach combining passive and active management, with portfolio oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jason B

Series 63, Series 65

Glen Allen, VA

Wealth Enhancement Advisory Services, LLC

Jason Braun is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years and Raymond James Financial Services for 4 years. Braun is also associated with Dickerson Jackson & Associates, LLC as an independent contractor. 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 manages over $122 billion in assets, using a diversified investment process that blends passive and active managers, supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jason W

Series 65, Series 63

Lakeside, CA

Wealth Enhancement Advisory Services, LLC

Jason Watters is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Creative Planning, LLC, Reilly Financial Advisors, LLC, and LPL Financial. 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 network of advisors and employs a diversified, risk-class based investment approach blending passive and active management overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Nathan P

Series 63, Series 66

Pittsburgh, PA

Wealth Enhancement Advisory Services, LLC

Nathan Presutti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Fisher Investments for 10 years and Fidelity Brokerage Services for 4 years. Outside of advising, he manages rental properties. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers 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, with portfolio oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Frederic H

Series 66

Superior, CO

Wealth Enhancement Advisory Services, LLC

Frederic Han is a Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience with firms including Personal Capital Advisors and Confidence Wealth Management. 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 investment approach combining passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Gary G

Series 65

Brentwood, TN

Wealth Enhancement Advisory Services, LLC

Gary Goff is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience at Think2Perform and AdvoCare. Outside of advising, he owns Lake Harriet Fitness, where he develops virtual golf fitness programs through an app. Wealth Enhancement Advisory Services 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 blend of passive and active investment strategies guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Harrison P

Series 66

Green Bay, WI

Wealth Enhancement Advisory Services, LLC

Harrison Prange is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Sovos Compliance. 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 research focused on quantitative and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Brian K

CFA®, Series 66

Denver, CO

Wealth Enhancement Advisory Services, LLC

Brian Kerns is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025. His prior experience includes roles at Empower Financial Services, Inc., Empower Advisory Group, Personal Capital, and Highland Capital Funds Distributor, Inc. Outside of his advisory work, he is the owner of a rental property business in Denver, Colorado. 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 a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jacob K

CFP®

Warren, NJ

Wealth Enhancement Advisory Services, LLC

Jacob Kovar is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Northwestern Mutual and Bleakley Financial Group. 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 retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kevin O

CFP®, Series 63

Northborough, MA

Wealth Enhancement Advisory Services, LLC

Kevin O'Brien is a CFP® with 38 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Triad Advisors, Inc., Peak Financial Services, Inc., and Commonwealth Financial Network. He is also an author of investment-related content under the name Biotech Boom. 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 through a large network of advisors and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Stephen C

CFP®

Oakland, NJ

Wealth Enhancement Advisory Services, LLC

Stephen Craffen is a CFP® with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial and Stonegate Wealth Management, LLC. Outside of his advisory role, he is the owner of a Retro Fitness location in Ringwood, NJ. 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 that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Kevin A

Series 65

Tigard, OR

Wealth Enhancement Advisory Services, LLC

Kevin Anema is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has previous work experience at Oakwood Capital Management, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate 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 uses a diversified, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Laura G

CFP®, Series 63, Series 66

Los Angeles, CA

Wealth Enhancement Advisory Services, LLC

Laura Gilman is a CFP® professional with 24 years of experience in financial advising. She currently works at Wealth Enhancement Advisory Services, LLC and has previously been affiliated with Mutual Securities, Inc. and KCS Wealth Advisory, LLC. Gilman also serves as a board member of the Jewish Free Loan Association. 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 regulatory assets under management and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jason L

Series 63, Series 65

Philadelphia, PA

Wealth Enhancement Advisory Services, LLC

Jason Lawrence is a financial advisor at Wealth Enhancement Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Levy Wealth Management Group, PST Advisors, and Axa Advisors. He also serves as a vice president and financial advisor at Wealth Enhancement Group in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic allocation approach that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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John O

CFP®, Series 63, Series 65

Malvern, PA

Wealth Enhancement Advisory Services, LLC

John O'Brien is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2018 and previously worked at Ortner, O'Brien & Ortner Advisory Group, Inc. for 18 years. 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 incorporates quantitative and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Travis R

CFA®, Series 65

Houston, TX

Wealth Enhancement Advisory Services, LLC

Travis Rhoad is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Trippon Wealth Management Group LLC for 13 years. Outside of his advisory role, he is also licensed to sell life and health insurance. 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 managers, overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Tarah S

ChFC®

Itasca, IL

Wealth Enhancement Advisory Services, LLC

Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Connor M

Series 65

Crystal Lake, IL

Wealth Enhancement Advisory Services, LLC

Connor Morse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 11 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2021, he worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. 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 comprehensive 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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Steven E

Series 65

Houston, TX

Wealth Enhancement Advisory Services, LLC

Steven Estrin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 28 years of industry experience. He previously worked at The Financial Advisory Group, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. 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’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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