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Tiffany R
CFP®, Series 66
Atlanta, GA
Wealth Enhancement Advisory Services, LLC
Tiffany Rosetti is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2020. Prior to this, she held positions at JOYN Advisors, Inc. and Securian Financial Services Inc. Rosetti also serves as Senior Vice President and Financial Advisor with Wealth Enhancement Group, focusing on fixed insurance. 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 under management and employs a diversified investment approach overseen by an internal Investment Committee.
John S
CFP®, CFA®, Series 66
Atlanta, GA
Wealth Enhancement Advisory Services, LLC
John Steele is a CFP®, CFA®, and Series 66-certified financial advisor with eight years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2020. Prior to this, he held positions at JOYN Advisors, Inc. and BB&T Investment Services, 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 regulatory AUM and utilizes a diversified investment process that blends passive and active managers, supported by internal portfolio oversight and multiple program options.
Evan Q
CFP®, Series 66
Atlanta, GA
Wealth Enhancement Advisory Services, LLC
Evan Quinn is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at UBS Financial Services and JOYN Advisors Inc. Outside of finance, he owns Evan Quinn Music, a sole proprietorship through which he edits and produces music for entertainment clients. 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 a range of specialized consulting and asset management services.
John E
CFP®, Series 63, Series 65
Atlanta, GA
Wealth Enhancement Advisory Services, LLC
John Ellard is a CFP® professional with 34 years of experience in the financial services industry, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. His prior roles include positions at JOYN Atlanta, Securian Financial Services, and Veracor Consulting Group. He is a board member of the Atlanta Estate Planning Council and a Legacy Council member of Children's Legacy Advisors, both nonprofit groups focused on education and collaboration among estate planning professionals. 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 analysis overseen by an internal Investment Committee.
Alaina M
Series 63, Series 65
Atlanta, GA
Wealth Enhancement Advisory Services, LLC
Alaina Mattix is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at The Vanguard Group, Inc. and REAP Group, LLC. 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 regulatory assets under management through a large advisor network and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.
Craig B
ChFC®, Series 63, Series 66
Atlanta, GA
Wealth Enhancement Advisory Services, LLC
Craig Belisle is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 24 years with Minnesota Life and Securian Financial Services, and has been with Wealth Enhancement since 2020. In addition to his advisory role, he serves as a trustee of a life insurance trust for a family member. 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 strategies with quantitative, momentum, and fundamental analysis.
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