ADVISOR BIO

Gary Ridge Sugg is a financial advisor at Wealth Enhancement Advisory Services, LLC. Gary has been in the industry since 2021 and has experience working with individuals, high-net-worth individuals, charitable organizations, and retirement plans. Gary holds the Series 7TO, SIE, and Series 66 securities licenses. Gary is a registered representative of Wealth Enhancement Advisory Services, LLC and is also a registered investment advisor in North Carolina.

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ADVISOR BIO

Gary Shor is a Certified Financial Planner™ with over 15 years of experience in the financial services industry. Gary is registered as an Investment Advisor Representative (IAR) with Wealth Enhancement Advisory Services, LLC in Florida, New Jersey, and Texas. Gary has a strong background in financial planning and portfolio management. Gary has worked with individual clients, corporations, and charitable organizations. Gary is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Gary Watts is a financial advisor with over 10 years of experience in the industry. Gary is currently registered with Wealth Enhancement Advisory Services, LLC. Gary holds the Series 63, Series 65, Series 7, and SIE licenses and is a Certified Financial Planner. Previously, Gary was associated with firms such as Whitehall-Parker Securities, Inc., J.P. Morgan Securities LLC, Alamo Capital, and AXA Advisors, LLC. Gary provides investment advisory services, financial planning, and retirement planning to individuals, families, and businesses. Gary is also a registered investment advisor with Wealth Enhancement Advisory Services, LLC, and Wealth Enhancement Group.

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ADVISOR BIO

Geneva Marie Bowden is a financial advisor at Ameriprise Financial Services, LLC. Geneva is a registered representative with the state of Minnesota and holds the Series 7, Series 66 and SIE securities licenses. Geneva has been in the financial industry since 2017 and has a variety of experience, including working as a financial advisor, customer service representative, and office manager. Geneva is passionate about helping her clients achieve their financial goals, and is committed to providing them with the best possible advice and service. Geneva is also actively involved in her community, and serves on the board of directors for several local organizations.

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ADVISOR BIO

George Andrews is an Investment Advisor Representative with Celadon Managed Wealth. George is licensed in Minnesota and has 30 years of experience in the financial services industry. George has a strong background in investment advisory services, specifically in portfolio management for individuals and financial planning. George has experience working with high-net-worth individuals and other individual investors, charitable organizations, and other clients.

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ADVISOR BIO

George Koeltl is a financial advisor with over 24 years of experience in the financial services industry. George is a CERTIFIED FINANCIAL PLANNER™ professional, and he has worked with clients of all ages and backgrounds. George has held several positions with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Royal Alliance Associates, Inc., and Triad Advisors LLC. George is currently registered with both Wealth Enhancement Advisory Services, LLC, and LPL Financial, LLC.

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ADVISOR BIO

Gerald Furciniti is a financial advisor with Wealth Enhancement Advisory Services, LLC. Gerald is a Chartered Financial Analyst and has been in the industry since March 2001. Gerald is registered with the state of New York and Texas as an Investment Advisor Representative (IAR). Gerald has been working with Wealth Enhancement Advisory Services, LLC since November 2021. Gerald has experience working in the financial services industry with QCI Asset Management, Inc. and WEALTH EHNAHCEMENT GROUP. The firm is registered with the SEC and has offices in Pittsford, New York and Plymouth, Minnesota. The firm has a client base of individuals, corporations, and other entities. Wealth Enhancement Advisory Services, LLC provides a variety of financial services, including financial planning, portfolio management, and educational seminars. The firm's compensation structure is based on fees, hourly charges and a percentage of assets.

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ADVISOR BIO

Glenn Lempe is an investment advisor representative with Mount Yale Investment Advisors, LLC. Glenn has been active in the financial industry since July 1991. In addition to his role at Mount Yale Investment Advisors, LLC, Glenn also owns and operates Glenn J. Lempe, Inc. where he provides fixed insurance and investment services. Glenn currently holds Series 63, Series 7, and SIE licenses. Glenn also has experience with LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. Glenn's previous experience includes a variety of roles in the financial services industry. Glenn specializes in providing investment advice to individuals and families, investment companies, and charitable organizations. Glenn is licensed in multiple states and has a long history of experience in the financial services industry.

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ADVISOR BIO

Grant E. Piller is a financial advisor with MML Investors Services, LLC. Grant is a Certified Financial Planner® professional with experience in the financial services industry since 2008. Grant has been registered with MML Investors Services, LLC since 2017, and previously worked with New England Securities and MSI Financial Services, Inc.

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ADVISOR BIO

Gregory Adam Haywood is a financial advisor registered in Minnesota. Gregory is currently employed by Wealth Enhancement Advisory Services, LLC and has over 10 years of experience in the financial services industry. Gregory has a Series 63 and 65 license and holds the SIE and Series 7 exams. Gregory works with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Gregory is also an ERISA 3(38) investment manager. Gregory Adam Haywood provides investment advisory services through Wealth Enhancement Advisory Services LLC.

SPECIALIZATIONS