Jennifer Tse is a CFP® professional with four years of industry experience. She is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at Wealthstream Advisors, Inc. and Evercore Wealth Management. 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 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.

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.

David Goodless is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at CNR Securities and Assetmark Financial, Inc. among other firms. 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 consulting through a network of advisors and employs a strategic investment process combining passive and active management guided by an internal Investment Committee.

Hantao Wang is a CFA® charterholder and Series 66 licensed financial advisor with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at Hightower Advisors, Charles Schwab, and Morgan Stanley. Wang serves as an adjunct professor at Seton Hall University. 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 includes quantitative and fundamental analysis.

Raul Nazario Gonzales is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank. 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.

Christopher Mattern is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2020. Prior to this, he worked at RCL Advisors, LLC from 2015 to 2019. He holds the Series 65 designation and is based in New York, 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 offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Katelynn Weber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at United Capital Financial Adviser and Janus Distributors LLC. Outside of her advisory work, she serves on the board of COFPA, contributing to the local financial planning community, and owns KW Tastings, a business focused on wine and viticulture education. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation across risk classes with both passive and active management, supported by an internal Investment Committee and a variety of specialized financial programs.

Katherine Ryan is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. 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.

William Cafero 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 previously worked at RCL Advisors, LLC for 13 years. 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 through a combination of passive and active investment strategies guided by an internal Investment Committee.

Michael Lawrence is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Wealthspire Advisors and Heritage Wealth Management, among other firms. His background includes a range of roles in financial advisory and planning. 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’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Dana Valelly is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. Dana has experience working at Citi, National Grid, CBRE, and AT&T prior to joining Wealth Enhancement Group. 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, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

John Marshall is a CFP® and CFA® with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Kings Point Capital Management 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, asset management, and specialized retirement consulting through multiple programs, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Kenneth Lynn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Kings Point Capital Management LLC. 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 managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Samantha Schnurr is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Sincerus Advisory, LLC and FinTrust Capital Advisors, LLC. Prior to her financial advisory roles, she held positions in the food and beverage industry. 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 consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Ryan Marshall is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to that, he held roles at RCL Advisors, Evercore Wealth Management, and The Ayco Company, L.P./GS & Co. 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, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Aisling Carroll Transom is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors and FirstPoint Financial. She is the founder of Morpheus NYC LLC, a consulting company outside of investment-related activities. 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, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Christopher De Carolis is a CFA® charterholder and holds a Series 66 license. He has three years of industry experience and is currently with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement, he worked at Kings Point Capital Management for seven years. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.