Pittsford, NY Office

Jacqueline Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the Series 66 credential and one year of industry experience. She previously worked at Morgan Stanley for two years and has a background that includes roles in education and other sectors. 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 assets and employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Thomas Affleck is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2023 and has been affiliated with Wealth Enhancement Group since 2021. Prior to his financial advisory career, he spent ten years at The Dorschel Automotive Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management across various risk classes.

Edward Silversmith Jr. is a CFP® with 10 years of experience in financial advisory services. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. His prior experience includes roles at Ameriprise Financial Services and New York Life Insurance. Wealth Enhancement Advisory Services provides comprehensive 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 employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Alexander Bernier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding five years of industry experience. He previously worked at QCI Asset Management, Inc. for seven years. Bernier serves as treasurer for Recovery Fitness, Inc., where he consults on financial activities and capital allocation. 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 employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Kimberly Baxter is a CFP®-designated financial advisor at Wealth Enhancement Advisory Services, LLC with 23 years of industry experience. Her career includes roles at Manning & Napier Advisors, LLC and QCI Asset Management prior to joining Wealth Enhancement. 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 employs a diversified, risk-class based investment process combining passive and active managers, supported by an internal Investment Committee and multiple program options.

Thomas Sauer is a CFA® charterholder serving as a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. His prior roles include positions at QCI Asset Management and Hoew & Rusling. 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 offers a range of investment solutions blending passive and active management overseen by an internal Investment Committee.

Michael Kiviat is a CFP® professional based in Pittsford, NY, with five years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at QCI Asset Management, Inc. and Manning & Napier, Inc. His career includes a decade at Manning & Napier, Inc. prior to his current roles. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and offers diversified, risk-class based allocations combining passive and active management with quantitative, momentum, and fundamental analysis.

Joshua Pryor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. Pryor serves as a board member for Depaul, a nonprofit organization providing addiction prevention, affordable housing, senior living, and vocational programs in Rochester, NY. 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 retirement plan consulting with an investment approach that combines passive and active managers guided by an internal Investment Committee.

Timothy Modesti is a CFP® and holds a Series 65 license with one year of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025 following a nine-year tenure at Northern Trust from 2016 to 2025. 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 employs a diversified, risk-class based investment approach that combines passive and active management with oversight from an internal Investment Committee.

Harold Shill is a CFA® charterholder with four years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. He previously spent 30 years with QCI Asset Management, Inc. Outside of his advisory role, Shill is the founder of the Molly & Ed Shill Cares Foundation and serves as co-chair of the capital campaign for Lollypop Farm, as well as an honorary board member of the Willow Domestic Violence Center. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting through a large advisor network managing over $122 billion in assets. The firm employs a diversified, risk-class based investment approach blending passive and active management with oversight from an internal Investment Committee.

Gerald Furciniti is a CFA® charterholder with five years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at QCI Asset Management, Inc. for 20 years. 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 uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Eric Alvito is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at QCI Asset Management, Inc. for nine years before joining Wealth Enhancement Group in 2021. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management, quantitative, momentum, and fundamental analysis.

David Khalil is a CFA® charterholder and financial advisor with five years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. He previously worked at QCI Asset Management, Inc. for 29 years before joining his current firm. 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, offering a range of investment solutions that combine passive and active management supported by quantitative, momentum, and fundamental analysis.

Elliott Hillman is a CFA® charterholder affiliated with Wealth Enhancement Advisory Services, LLC. He has prior experience at Cambridge Associates spanning from 2020 to 2026 and worked at St Bonaventure University from 2016 to 2020. Hillman is based in Pittsford, NY. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets and offers 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’s investment approach includes diversified, risk-class based allocations combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Lawrence Leon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 designations and 29 years of industry experience. He worked at Manning & Napier Advisors and its affiliated firms for 30 years before joining Wealth Enhancement Advisory Services and its predecessor in 2022. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that blends passive and active strategies and is supported by an internal Investment Committee.