David Masias is a CFP® professional with seven years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Merrill, Wells Fargo Clearing, Madison Partners, and TIAA-CREF. He also works as a financial advisor providing fixed insurance through Wealth Enhancement Group. Wealth Enhancement Advisory Services offers 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 combining passive and active strategies with oversight from an internal Investment Committee.

Kenneth Waltzer is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mutual Securities, Inc., KCS Wealth Advisory, and Kenfield Capital Strategies, where he also serves as president of a holding company unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified, risk-class based investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Laura Gilman is a CFP® professional with 24 years of experience in financial advising. She currently works at Wealth Enhancement Advisory Services, LLC and has previously been affiliated with Mutual Securities, Inc. and KCS Wealth Advisory, LLC. Gilman also serves as a board member of the Jewish Free Loan Association. 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 regulatory assets under management and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Madison Spahr is a Financial Advisor at Merrill Lynch Wealth Management based in Houston, Texas. She works with families and individuals across various industries to develop customized financial strategies that align with their personal goals and life aspirations. As part of the TSPN Wealth Management Group, a team of over 30 Financial Advisors and Wealth Management Client Associates, Madison focuses on wealth planning, retirement planning, executive compensation, and tax minimization. Her approach emphasizes tailored wealth plans designed to help clients understand complexities such as stock option plans and determine optimal retirement timelines. Madison transitioned into financial services in 2019 after a career in public relations, inspired by her Godfather's advice on the importance of cash flow management. She holds a Bachelor's Degree in Communications from the University of Colorado Boulder and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Los Angeles, Madison currently lives in Houston and maintains an active lifestyle through activities such as skiing, hiking, running, cycling, yoga, and Pilates. She is also a member of the Alpha Chi Omega Sorority.

Kevin Galvez is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Chatterton & Associates, The Wealth Management Team, Gregory W. Beck CPA, and Hd Vest Investment Services. He holds the Series 63 designation and is based in Los Angeles, CA. 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 offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.