Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. 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 process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Kimberly Arthur is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked previously at firms including Vista Investment Partners, Raymond James & Associates, and XO Wealth Management. Kimberly is based in Dallas, TX. 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, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Myles Dudley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He is based in Tampa, FL. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that targets factor premiums such as value and momentum.

Jessica Tierney is a CFP® professional with 10 years of experience in the financial advisory industry. She currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at The H Group, Inc. and Tejera & Associates, 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 uses a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Tom Doxey is a financial advisor at Wealth Enhancement Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Oakwood Capital Management and ACORN DIGITAL WEALTH. Tom also serves as a co-trustee of a family trust, assisting with investment decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a network of hundreds of advisors, emphasizing strategic asset allocation and a blend of passive and active investment management.

Nina Di Palma is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Marcum Wealth, Mid Atlantic Clearing & Settlement Corp., and several other firms over the past decade. 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 employs a diversified, risk-class based investment strategy blending passive and active managers and offers a wide range of implementation tools and services through a large advisor network.

John Overton is a financial advisor with Wealth Enhancement Advisory Services, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior roles include positions at Personal Capital, Empower Financial Services, and Northwestern Mutual. 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, utilizing a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

David Goodless is a CFA®-designated financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at CNR Securities, Assetmark Financial, and Global Financial Private Capital. 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 and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Hantao Wang is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at firms including Wealth Enhancement Advisory Services, Hightower Securities, Charles Schwab, and Morgan Stanley. Wang is also an adjunct professor at Seton Hall University, teaching part time. 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 regulatory assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Justin Jarvis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Stifel Nicolaus & Co Inc, and Citizens Private Wealth. He serves as Chair of the Board of Directors for Gather. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Derek Donnarumma is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, WMG Partners, LLC, and American Portfolios Financial Services, Inc. He is based in Rochester, NY. 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 approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

William Kibler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at LPL Financial and various FinTrust entities, as well as United Community Insurance, Inc. He is based in Anderson, South Carolina. 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 management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Summer Cheek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning her advisory career in 2023. Prior to entering the financial industry, she worked in customer service roles at Charleston's Restaurant and Outback Steakhouse, as well as at Eagle Dental. 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 uses a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee.

Patrick Chin is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding CFP®, CFA®, and Series 66 credentials with seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing, JPMorgan Securities, JPMorgan Chase Bank, Northern Trust, and Ellison Technologies. 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 regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers, with portfolio oversight by an internal Investment Committee.

Sarra Hobbs is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at UMB for 26 years. 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 assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Austin Budnack is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and LPL Financial. In addition to his advisory role, he is a commissioned notary in the State of Florida. 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 approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Levi Broersma is a CFP® and Series 66-licensed advisor with Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with two years of industry experience. Prior to joining Wealth Enhancement, he worked at LPL Financial and CH Robinson. Outside of finance, he has been involved with Tokyo Grill Steakhouse for over ten years. 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 diversified, risk-class based portfolios that combine passive and active strategies, supported by an internal Investment Committee.

Matthew Erbentraut is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Equius Partners and Dimensional Fund Advisors. 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 overseen by an internal Investment Committee.

Stephanie Mattson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group over the course of her career. 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 a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management across multiple programs.

John Bellamy is a CFP® and CFA® with 13 years of experience in financial advisory. He has worked at Wealth Enhancement Advisory Services, LLC and WEALTH ENHANCEMENT GROUP since 2022, following seven years at Ginsburg Financial Advisors. Bellamy serves as president and board member of Bullpen Club, Inc., a nonprofit supporting the Miramonte High School baseball program. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, 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 offers a range of financial planning, asset management, and specialized retirement consulting services.