Kelly Crane 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 roles at LPL Financial, TrueNote Investment Advisors, and Cetera Advisor Networks, as well as nearly three decades at Napa Valley Wealth Management. Outside of advisory services, he maintains a personal blog focused on lifestyle, family, travel, finances, business, wine, and Bay Area living, and serves as a board member of a for-profit organization. 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 process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services through a large network of advisors.

Thomas Troutner is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 19 years of industry experience. He previously worked at Equius Partners for 17 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. 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 regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active managers with oversight from an internal Investment Committee.