Sharon Kluesner is a financial advisor with Wealth Enhancement Advisory Services, LLC, based in Dubuque, IA, with 25 years of industry experience. She worked at Heacock & Jones Financial Services, Inc. from 2000 to 2023 before joining Wealth Enhancement Advisory Services. 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 and asset management services, emphasizing strategic allocation across risk classes and integrating both passive and active investment managers.

Paul Heacock is a Series 63 licensed financial advisor with 25 years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2023, following a 23-year tenure at Heacock Jones Financial Services. He is also named as a contingent tertiary trustee for a revocable living trust in Dubuque, Iowa. 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, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Emily Schwendinger is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and having two years of industry experience. She previously worked at Heacock & Jones Financial Services and The Calico Bean Market. Schwendinger is based in Dubuque, IA. 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 utilizes a diversified, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Chase Hefel is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has less than one year of industry experience and has worked previously in education and part-time bartending. Outside of advising, he works part-time as a bartender at Gin Rickey's in Dubuque, IA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.