Perry Reghetti is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, Wunderlich Securities, Inc., and Reghetti & Associates, LLC. 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 allocation across risk classes with both passive and active managers, supported by quantitative and fundamental research.

Matthew Reghetti is a Series 65 credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. His prior experience includes roles at Aurum Wealth Management Group and Wunderlich Securities, Inc. Wealth Enhancement Advisory Services is an enterprise-scale firm managing over $122 billion in regulatory assets under management. The firm offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, utilizing a diversified investment approach that blends passive and active managers and incorporates quantitative, momentum, and fundamental analysis.

Tyler Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wealth Enhancement, he worked at Marcum Wealth for two years. 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 management with oversight from an internal Investment Committee.