New York, NY E 42nd St Office

Hantao Wang is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at firms including Wealth Enhancement Advisory Services, Hightower Securities, Charles Schwab, and Morgan Stanley. Wang is also an adjunct professor at Seton Hall University, teaching part time. 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 manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Raul Nazario Gonzales is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank. 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’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research.

Christopher Mattern is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2020. Prior to this, he worked at RCL Advisors, LLC from 2015 to 2019. He holds the Series 65 designation and is based in New York, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including 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.

Katelynn Weber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at United Capital Financial Adviser and Janus Distributors LLC. She serves on the board of COFPA, contributing to the local Financial Planning Association community, and is the owner of KW Tastings, a business focused on wine education and viticulture. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a large advisor network, emphasizing diversified, risk-class based investment allocations that combine passive and active management strategies.

William Cafero is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RCL Advisors, LLC for 13 years. 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 offers financial planning, asset management, and specialized consulting through a combination of passive and active investment strategies guided by an internal Investment Committee.

Michael Lawrence is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Wealthspire Advisors and Heritage Wealth Management, among other firms. His background includes a range of roles in financial advisory and planning. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Amanda Pflaum is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. She has worked with Wealth Enhancement Advisory Services since 2020 and previously spent seven years at RCL Advisors LLC. 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 and uses a diversified, risk-class based investment approach that blends passive and active strategies, overseen by an internal Investment Committee.

Ryan Marshall is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Evercore Wealth Management, RCL Advisors, and The Ayco Company, L.P./GS & Co. He is also associated with Wealth Enhancement Group. Wealth Enhancement Advisory Services is an enterprise-level firm managing over $122 billion in regulatory assets under management. The firm offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, employing a diversified investment process that combines passive and active strategies overseen by an internal Investment Committee.