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Aidan B
CFP®, Series 65
Bellevue, WA
Wealth Enhancement Advisory Services, LLC
Aidan Beaton is a CFP® with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Bellevue, WA. Prior to joining Wealth Enhancement, he held roles at The H Group Washington, Inc. and Harvest Capital 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 employs a diversified, risk-class based investment approach that combines passive and active management, overseen by an internal Investment Committee.
Stephanie R
CFP®, Series 65
Bellevue, WA
Wealth Enhancement Advisory Services, LLC
Stephanie Roberts is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Bellevue, WA. She previously worked at The H Group Washington, Inc. and Harvest Capital Advisors. From 2018 to 2020, she was involved with When in Travel Series LLC. 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 blending passive and active managers with quantitative, momentum, and fundamental analysis.
Jason T
CFP®, Series 66
Bellevue, WA
Wealth Enhancement Advisory Services, LLC
Jason Tafoya is a CFP® professional with 15 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2026. His prior experience includes roles at The H Group Washington, Inc., CS Planning Corp, Evergreen Wealth, LLC, Stratos Wealth Partners, and LPL Financial. He is also a commissioned notary. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm applies a diversified investment approach combining passive and active strategies, with portfolio oversight by an internal Investment Committee.
Esther L
Series 63, Series 65
Bellevue, WA
Wealth Enhancement Advisory Services, LLC
Esther La Marche is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The H Group Washington, Inc. and Harvest Capital Advisors, 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 through a large advisor network and uses a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.
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