Plymouth, MN N Highway 169 Office

Ryan Paul is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2016. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach utilizing both passive and active managers, supported by an internal Investment Committee.

Jerod Ewing is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at several firms including LPL Financial, TIAA-CREF, and Scottrade prior to joining Wealth Enhancement in 2021. 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.

Kathryn Hauck is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial LLC and State Farm. Outside of her advisory role, she is a certified yoga instructor. 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 and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Hailey Melander is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Winter & Associates, Inc., Advisornet Wealth Management, Great Waters Financial, Moses, and Rosen's Diversified. 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’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Robert Burley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has worked at Wealth Enhancement Advisory Services since 2001 and was affiliated with LPL Financial from 2007 to 2025. Outside of advisory roles, he is involved with Wealth Enhancement Group, LLC, which includes sales of fixed insurance products and annuities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Trey Wittman is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience, including prior work at Northwestern Mutual. Outside of finance, he has held positions in the hospitality and service industries, including roles at local clubs and restaurants. 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 retirement consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Samuel Vujovich is a CFP®-certified financial advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His work history includes positions at LPL Financial LLC and Wealth Enhancement Group. Outside of finance, he has experience in the restaurant business and has worked in education and other roles prior to his advisory career. 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 across a large advisor network, utilizing a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Bruce Santjer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and has prior experience at LPL Financial. Outside of advising, he is involved with Wealth Enhancement Group as an insurance agent selling traditional insurance, fixed annuities, disability, and long-term care products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, overseen by an internal Investment Committee, and offers various financial planning, asset management, and specialized retirement consulting services.

Karen Roehrich is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 18 years of industry experience. Her prior experience includes roles at J.W. Cole Financial, Inc., New Era Financial Advisors, Inc., and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Benjamin Daggett is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing Services, and Riversource Distributors. In addition to his advisory role, he is a commissioned notary. 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 utilizes a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Dana Anderson is a Certified Financial Planner™ (CFP®) with nine years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at Ameriprise Financial Services, Inc. and LPL Financial LLC. Outside of her advisory role, she manages a short-term vacation rental business. 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 approach blending passive and active managers, supported by an internal Investment Committee, and offers a range of implementation tools and services across a large network of advisors.

Karl Koll is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Wealth Enhancement and its affiliated entities since 2015 and was previously associated with LPL Financial. 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 offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Kate Maier is a CFP® professional with 21 years of experience in the financial services industry. She has been with Wealth Enhancement Advisory Services, LLC since 2014 and has held roles at affiliated firms including Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC. In addition to her advisory work, she is a licensed attorney and provides legal services on a limited basis. 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 employs a strategic investment process combining passive and active management, guided by an internal Investment Committee and quantitative and fundamental research.

Levi Broersma is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Prior to this, he held roles at LPL Financial and CH Robinson. Outside of finance, Broersma is involved with Tokyo Grill Steakhouse, a business he has been associated with for ten 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 assets and employs a diversified investment approach combining passive and active management overseen by an internal Investment Committee.

Stephanie Mattson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Wealth Enhancement Brokerage Services, LPL Financial, and Wealth Enhancement Group over the course of her career. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management across multiple programs.