Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Teresa Y
Series 63, Series 65
Charleston, WV
Wealth Enhancement Advisory Services, LLC
Teresa Yutzy is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes roles at LPL Financial and RBC Capital Markets. 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 quantitative and fundamental research.
Lori D
Series 63, Series 65
Charleston, WV
Wealth Enhancement Advisory Services, LLC
Lori Duffield is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Her prior experience includes roles at LPL Financial and RBC Capital Markets Corporation. She is based in Charleston, WV. 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 combines passive and active investment management guided by an internal Investment Committee and offers a range of financial planning, consulting, and specialized retirement solutions.
Edward S
Series 63, Series 65
Charleston, WV
Wealth Enhancement Advisory Services, LLC
Edward Stike is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.
Elaine F
Series 63, Series 65
Charleston, WV
Wealth Enhancement Advisory Services, LLC
Elaine Fierbaugh is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Her prior work includes roles at LPL Financial and RBC Capital Markets Corporation. 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 process combining passive and active management, supported by quantitative and fundamental research.
Ralph G
Series 63, Series 65
Charleston, WV
Wealth Enhancement Advisory Services, LLC
Ralph Goolsby II is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.
Kara B
Series 66
Charleston, WV
Wealth Enhancement Advisory Services, LLC
Kara Boehm is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at LPL Financial and RBC Capital Markets. She is based in Charleston, WV. 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 process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
John G
Series 63, Series 65
Charleston, WV
Wealth Enhancement Advisory Services, LLC
John Gregory is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Clayton S
Series 66
Charleston, WV
Wealth Enhancement Advisory Services, LLC
Clayton Stike is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial LLC and Wealth Enhancement Brokerage Services. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters