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Brian D

CFP®, Series 66

Burlington, MA

Wealth Enhancement Advisory Services, LLC

Brian Dudley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of advisory work, he is a public notary and owns a separate business entity for tax and investment purposes. 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 plan consulting, utilizing a strategic investment process 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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Daniel C

Series 63, Series 65

Burlington, MA

Wealth Enhancement Advisory Services, LLC

Daniel Cotton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Pinnacle Private Wealth. 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 employs a strategic investment approach combining passive and active managers, guided by an internal Investment Committee, and offers a 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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Edward S

CFP®, Series 63, Series 65

Burlington, MA

Wealth Enhancement Advisory Services, LLC

Edward Silbert is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes over three decades at Fidelity Brokerage Services, Inc., as well as roles at Pinnacle Private Wealth, LLC. Outside of his advisory work, he is involved in managing a rental property in Bedford, Massachusetts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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 research-driven processes.

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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Samuel K

Series 63, Series 65, Series 66

Burlington, MA

Wealth Enhancement Advisory Services, LLC

Samuel Kiefer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors LLC, Pinnacle Private Wealth, and Purshe Kaplan Sterling Investments. He also serves as a co-trustee for a family trust. 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, asset management, and consulting services, employing a strategic investment process 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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Joseph S

CFP®, Series 63, Series 66

Burlington, MA

Wealth Enhancement Advisory Services, LLC

Joseph Siciliano is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including Pinnacle Private Wealth, LPL Financial, and Triad Advisors. 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 through a combination of active and passive 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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