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Don C
Series 66
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Don Cloud is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously operated Cloud Investments, LLC, and Cloud Financial, Inc., where he focused on fixed insurance products. 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 that blends passive and active management with quantitative, momentum, and fundamental analysis.
David E
Series 63, Series 66
Folsom, CA
Wealth Enhancement Advisory Services, LLC
David Else is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Titus Wealth Management and LPL Financial. He provides investment advisory services through Wealth Enhancement Advisory Services, LLC. 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, discretionary and non-discretionary asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Abby W
Series 66
Tucson, AZ
Wealth Enhancement Advisory Services, LLC
Abby Whatton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and beginning her career in 2026. Prior to joining the financial industry, her background includes roles in education and hospitality. 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, risk-based investment approach combining passive and active strategies, supported by an internal Investment Committee.
Eric W
Series 63, Series 65
Macon, GA
Wealth Enhancement Advisory Services, LLC
Eric Wilson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James Financial Services, and Advisory Services Network, LLC. Outside of his advisory work, he also sells life and long-term care insurance and serves as a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves 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 a range of program offerings such as financial planning, asset management, and specialized retirement consulting.
Robert G
CFP®, Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Robert Gordon is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Investor Solutions, Inc. for 13 years before joining Wealth Enhancement Advisory Services in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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 consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Andrew M
Series 66
Overland Park, KS
Wealth Enhancement Advisory Services, LLC
Andrew Metzler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at TFB Advisors, LLC, Ameritas Advisory Services, Ameritas Investment Company, and Ameritas Life Insurance Corp. Outside of his advisory work, Metzler is involved with Brier Payne Meade Insurance and Tax Favored Benefits, Inc., where he engages in insurance sales, client support, and financial planning. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based strategies that blend passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.
Carol B
Series 63, Series 66
Winter Springs, FL
Wealth Enhancement Advisory Services, LLC
Carol Bowe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Janney Montgomery Scott, and Transamerica. She is based in Winter Springs, Florida. 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 that combines passive and active managers, quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.
Chad H
CFP®, Series 63, Series 65
New Lenox, IL
Wealth Enhancement Advisory Services, LLC
Chad Humphrey is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held positions at Raymond James Financial Services and LPL Financial, among others. His background includes roles in both advisory and insurance sectors. 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 retirement plan consulting, employing a strategic investment process that combines passive and active management supported by quantitative and fundamental research.
Lawrence L
Series 65, Series 63
Pittsford, NY
Wealth Enhancement Advisory Services, LLC
Lawrence Leon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. for three decades and was also affiliated with Global Hawk Insurance Co. from 2019 to 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to specialized investment managers 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 that combines passive and active strategies overseen by an internal Investment Committee.
Brian F
Series 63, Series 65
Malvern, PA
Wealth Enhancement Advisory Services, LLC
Brian Fisher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Hoover Financial Advisors, Inc., Villanova Financial Services, Inc., and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as a board member for YCS in Hackensack, NJ, and coaches a grade school basketball team in Audubon, PA. 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 offers a range of financial planning, asset management, and specialized retirement consulting services.
Michael C
Series 63, Series 66
Naples, FL
Wealth Enhancement Advisory Services, LLC
Michael Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He serves as a board member for the Bellevue Golf Club and the Frank E Mahoney Jr Memorial Fund Inc., both nonprofit organizations. 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 multiple program offerings such as financial planning, asset management, and specialized retirement consulting.
Danielle S
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Danielle Schultz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. She has been associated with Wealth Enhancement Advisory Services and its related entities since 2011, including LPL Financial from 2011 to 2025. 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, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.
Russell B
Series 65, Series 63
Hyannis, MA
Wealth Enhancement Advisory Services, LLC
Russell Ball is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Morgan Stanley and various branches within the Wealth Enhancement group. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in regulatory assets under management through a comprehensive network of advisors and investment options.
Robert S
Series 65
Vienna, VA
Wealth Enhancement Advisory Services, LLC
Robert Schneider is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Washington Wealth Advisors and the Special Olympics, Inc. 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, employing a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.
J H
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
J Hess is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He has been affiliated with Wealth Enhancement Advisory Services, LLC since 2011 and has prior experience at LPL Financial, LLC and Wealth Enhancement Brokerage Services, LLC. In addition to his advisory role, he participates occasionally as a guest on the WEG Your Money radio program. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers 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 overseen by an internal Investment Committee.
Amy M
Series 65
Lake Oswego, OR
Wealth Enhancement Advisory Services, LLC
Amy Mac Kinnon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked in the art sector for several years, including roles at Sotheby's and Art World Applications LLC. 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, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.
Daniel G
CFP®, Series 63, Series 65
Madison, WI
Wealth Enhancement Advisory Services, LLC
Daniel Gibson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. He previously worked at SVA Plumb Wealth Management, LLC from 2014 to 2020. Gibson is a board member at large for the Middleton Cross Plains Area School District Education Foundation. 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, supported by an internal Investment Committee and a range of financial planning and asset management services.
Roger R
CFP®, Series 66
Greenville, SC
Wealth Enhancement Advisory Services, LLC
Roger Repasky is a CFP®-certified financial advisor with four years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Baird and LPL Financial. Wealth Enhancement Advisory Services 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 retirement plan consulting, employing a strategic investment process that combines passive and active managers guided by quantitative and fundamental research.
Michael G
Series 63, Series 66
Elkhart, IN
Wealth Enhancement Advisory Services, LLC
Michael Griggs is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He previously worked at Guidance Investment Advisors, LLC and Mutual Securities. Outside of advising, he is involved in the sales and servicing of fixed insurance and annuities. Wealth Enhancement Advisory Services, LLC 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 consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Jonathan D
Series 66
Queensbury, NY
Wealth Enhancement Advisory Services, LLC
Jonathan Danise is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC, American Portfolios Financial Services Inc, and New York Life Insurance Company. Outside of advising, he is a notary. 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, supported by an internal Investment Committee and various implementation tools.
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