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Steven B
Series 63, Series 65
Melville, NY
Wealth Enhancement Advisory Services, LLC
Steven Brett is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Marcum Wealth, Valmark Securities, and Raymond James Financial Services. Outside of advisory work, he serves as a trustee for a family trust and is a general partner and investor in a franchised health and beauty retail corporation. 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 retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.
Zachary W
Series 63
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Zachary Williams is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Marcum Wealth, LLC, Appreciation Financial, and Cetera Advisors LLC. Wealth Enhancement Advisory Services 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, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Michael V
CFP®, Series 63, Series 66
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
Michael Van Himbergen is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Aurum Wealth Management and ProEquities, 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 and employs a diversified, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.
Griffin K
Series 63, Series 65
Charlotte, NC
Wealth Enhancement Advisory Services, LLC
Griffin Kasemeyer is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and T. Rowe Price. Kasemeyer provides administrative support to Wealth Enhancement Advisory Services in addition to his advisory role. Wealth Enhancement Advisory Services 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 consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Louis F
CFP®, PFS™, Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Louis Feldman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has been since 2021. Prior to that, he was with Investor Solutions from 2015 to 2021. 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 approach that combines passive and active managers with quantitative and fundamental research.
Amanda S
CFP®, ChFC®, Series 63, Series 66
Brookfield, WI
Wealth Enhancement Advisory Services, LLC
Amanda Sachs is a CFP® and ChFC® with 12 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Steward Partners Investment Solutions, O'Hare Wealth Management, Raymond James Financial Services, and Merrill. Outside of her advisory role, she has part-time employment as a server at Remington's River Inn in Thiensville, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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 guided by an internal committee.
Ernest K
Series 66
Fulton, MD
Wealth Enhancement Advisory Services, LLC
Ernest Kwong is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has been with the firm since 2025 and has prior experience working in education and retail sectors, including roles at Towson University and CVS Pharmacy. Kwong also served on the Maryland Council on Economic Education in 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 retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Edwin D
Series 65, Series 66
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. 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, with portfolio oversight from an internal Investment Committee.
Brett F
CFP®, Series 65, Series 66
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Brett Fingerhut is a CFP® professional with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2021. Prior to that, he spent around a decade at Investor Solutions. 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 regulatory assets under management through a large advisor network and offers diversified investment solutions that combine passive and active managers, overseen by an internal Investment Committee.
Dennis H
CFP®, ChFC®, Series 63
Warren, NJ
Wealth Enhancement Advisory Services, LLC
Dennis Huergo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and seven years of industry experience. His prior roles include positions at Altfest Personal Wealth Management, Facet Wealth, and New York Life. He also serves as an adjunct professor at Seton Hall University’s Stillman School of Business, teaching the CFP curriculum to undergraduates. Wealth Enhancement Advisory Services 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, guided by an internal Investment Committee and supported by quantitative and fundamental research.
Peter S
Series 63, Series 65
Malvern, PA
Wealth Enhancement Advisory Services, LLC
Peter Scilovati is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hoover Financial Advisors, P.C. 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 a range of specialized financial planning and consulting services.
Connor S
CFP®, Series 65
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Connor Simios is a CFP® and Series 65-licensed advisor with Wealth Enhancement Advisory Services, LLC. He has six years of industry experience, including prior roles at Vermillion Financial Advisors and Willow Creek Community Church. He joined Wealth Enhancement Advisory Services in 2025. 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 through a network of advisors, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Brett S
Series 66
Silverdale, WA
Wealth Enhancement Advisory Services, LLC
Brett Skogstad is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Capstone Wealth Advisors and Lincoln Financial 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 and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.
Robert H
Series 63, Series 66
Glen Allen, VA
Wealth Enhancement Advisory Services, LLC
Robert Hardesty Jr. is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023, he spent 18 years at The Burney Company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, 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 process that combines passive and active managers guided by an internal Investment Committee.
Aaron P
Series 63, Series 66
San Diego, CA
Wealth Enhancement Advisory Services, LLC
Aaron Pearce is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has previously worked at Commonwealth Financial Network and LPL Financial. 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 regulatory assets under management using a diversified investment process with both passive and active strategies, supported by an internal Investment Committee and various implementation tools.
Anita B
Series 63, Series 66
Greensburg, PA
Wealth Enhancement Advisory Services, LLC
Anita Buerkle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. Her career includes roles at Bpu Investment Management, Inc. and LPL Financial before joining Wealth Enhancement in 2020. 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 targeting factor premiums such as value and momentum.
Christine N
Series 63, Series 65
Charlotte, NC
Wealth Enhancement Advisory Services, LLC
Christine Neese is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior work includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She provides administrative support to Wealth Enhancement Advisory Services as part of her professional activities. 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 approach that combines passive and active management, supported by an internal Investment Committee and research targeting factor premiums, and offers a broad range of financial planning, asset management, and specialized consulting services.
Benjamin D
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Benjamin Daggett is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing Services, and Riversource Distributors. In addition to his advisory role, he is a commissioned 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 utilizes a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.
Brandy S
Series 66
Walnut Creek, CA
Wealth Enhancement Advisory Services, LLC
Brandy Savage is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at EP Wealth Advisors, Summitry, LLC, Fidelity Brokerage Services, Bank of America, Merrill, and prior legal work at the Law Offices of Anthony W. Gibbs & Doric Trust. 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 consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Brendan T
CFP®, CFA®, Series 63, Series 65
New York, NY
Wealth Enhancement Advisory Services, LLC
Brendan Tully is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Strategic Wealth Management Group, Touchstone Securities, Inc., Western & Southern Financial Group, and Hartford Funds Distributors, LLC. 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 employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.
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