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Luke S

Series 66

Bowling Green, KY

Wealth Enhancement Advisory Services, LLC

Luke Shourds is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and based in Bowling Green, KY. He has been in the financial services industry since 2025, with prior experience at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of finance, he participated with the Tom Sawyer Swim Team from 2022 to 2024. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary 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 utilizes a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Lewis M

CFP®, Series 63, Series 65

Bowling Green, KY

Wealth Enhancement Advisory Services, LLC

Lewis Mason is a CFP® professional with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Landmark Financial Advisors, LLC. Mason serves as a board member of the Icon Owners Association in Bowling Green, KY. 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, using a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Casey T

CFP®, Series 65

Bowling Green, KY

Wealth Enhancement Advisory Services, LLC

Casey Tinius is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Landmark Financial Advisors, LLC. Outside of his advisory work, he serves as CFO for a mobile app company and is a board member for a local bank. 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.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Chanley L

CFP®, Series 65

Bowling Green, KY

Wealth Enhancement Advisory Services, LLC

Chanley Lindsey is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Landmark Financial Advisors, LLC and the WKU Center for Financial Success. Lindsey’s background also includes roles outside finance, such as positions at Indian Hills Country Club and Pink Lily Boutique. 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 comprehensive financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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William B

CFP®, Series 63

Bowling Green, KY

Wealth Enhancement Advisory Services, LLC

William Borders is a CFP® with 22 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at Landmark Financial Advisors, LLC for 23 years. 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 wide range of financial planning, asset management, and specialized retirement consulting services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Elizabeth W

Series 63, Series 65

Bowling Green, KY

Wealth Enhancement Advisory Services, LLC

Elizabeth Wilkins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Landmark Financial Advisors, LLC for 19 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2024. Wilkins serves as a board member of the Arts of Southern KY Foundation in Bowling Green, Kentucky. 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 quantitative and fundamental research and overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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