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Daniel D

ChFC®, Series 63, Series 65

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Daniel Dolan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Ameritas Investment Company, LLC, and TFB Advisors, LLC. He is also involved with Tax Favored Benefits, Inc., where he provides financial services and client support. 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 through a large advisor network and employs a diversified, risk-class based investment approach combining passive and active managers 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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Paul S

Series 66

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Paul Selzer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include work at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent focusing on fixed insurance products and collaborates with other insurance professionals to find suitable plans for clients. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, with oversight from 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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Jaime R

Series 66

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Jaime Rogers is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wealth Enhancement Advisory Services and its affiliates in 2026, Rogers was with Commonwealth Financial Network and Pegasus Capital Management for ten years. Wealth Enhancement Advisory Services provides financial planning and asset management services to 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 that blends passive and active managers with quantitative, momentum, and fundamental analysis.

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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Timothy G

CFP®, Series 63, Series 65

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Timothy Gaigals is a CFP® with 23 years of experience in financial advisory and insurance services. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at TFB Advisors, LLC and Ameritas. Outside of his advisory work, he operates an independent insurance agency focused on fixed insurance products. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes diversified, risk-class based investment strategies that combine passive and active management and employs a comprehensive range of portfolio management and implementation tools.

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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Brett C

Series 66

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Brett Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pegasus Capital Management. 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, employing a diversified investment approach that combines passive and active managers supported by quantitative, momentum, and fundamental analysis.

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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Jack E

CFA®, Series 65, Series 63

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Jack Evans is a CFA® charterholder and holds Series 65 and Series 63 licenses with seven years of industry experience. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC, having previously worked at Commonwealth Financial Network and American Funds among other firms. His background also includes roles outside of financial services, such as teaching at the University of Kansas School of Business and involvement with the Marchetti Tennis Academy. 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 assets, employing a diversified investment approach that blends passive and active managers with oversight from 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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Connor O

CFP®, Series 66

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Connor O'Keefe is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and ownership of Connor O'Keefe Company, LLC. Outside of his advisory work, he has been involved in financial planning and investment management through his own company and related businesses. 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 employs a diversified investment process combining passive and active management, supported by an internal Investment Committee and various implementation tools, managing over $122 billion in assets through a broad advisor network.

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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Ray E

CFP®, Series 63

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Ray Evans Jr. is a CFP® with 42 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has held positions at Pegasus Capital Management, Inc. and Commonwealth Financial Network, among others. Evans is also the managing partner and sole owner of Ray Evans-Pegasus Capital Management LLC, an entity involved in securities and fixed insurance activities. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, retirement-plan consulting, and access 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 combining passive and active management, 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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Andrew M

Series 66

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Andrew Metzler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at TFB Advisors, LLC, Ameritas Advisory Services, Ameritas Investment Company, and Ameritas Life Insurance Corp. Outside of his advisory work, Metzler is involved with Brier Payne Meade Insurance and Tax Favored Benefits, Inc., where he engages in insurance sales, client support, and financial planning. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based strategies that blend passive and active managers, supported by an internal Investment Committee and a range of implementation tools and 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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