Resources

Awards

Laura Gilman and Lily Ku Named Among InvestmentNews’ 2025 $100M Club: Top Female Advisors

Laura Gilman, CFP®, and Lily Ku, CFP®, have been named among InvestmentNews’ list of $100M Club: Top Female Advisors. This list recognizes a cohort of female advisors transforming the landscape of wealth management with their qualities, achievements, and forward-thinking strategies.

Sep 15, 2025

Media appearances

US News: Hailey Melander Featured in “What Happens to Student Loans if Rates Fall?”

Hailey Melander, Financial Planner at Wealth Enhancement, was featured by US News in the article, “What Happens to Student Loans if Rates Fall?”

Sep 15, 2025

Investing

7 Market Movers | September 12, 2025

Your weekly market update! Explore how the markets were impacted by the S& P 500 and potential interest rate cuts.

Ayako Yoshioka CFA®

Sep 12, 2025

Investing

7 Market Movers | September 12, 2025

Your weekly market update! Explore how the markets were impacted by the S& P 500 and potential interest rate cuts.

Ayako Yoshioka CFA®

Sep 12, 2025

Media appearances

AARP: Stephanie Ford Featured in “Should You Pay Off Your Mortgage Before Retirement?”

Stephanie Ford, CRPC®, CDFA® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by AARP in the article, “Should You Pay Off Your Mortgage Before Retirement?”

Stephanie Ford CDFA®, CRPC®

Sep 12, 2025

Financial Planning

Buying a New Car? To EV or Not to EV

Considering an EV in 2025? See costs, credits, charging, and when a hybrid or gas car may be smarter—all through a financial-planning lens.

Dustin Smith CFP®

Sep 10, 2025

Resources

Filters

Laura Gilman and Lily Ku Named Among InvestmentNews’ 2025 $100M Club: Top Female Advisors

US News: Hailey Melander Featured in “What Happens to Student Loans if Rates Fall?”

7 Market Movers | September 12, 2025

7 Market Movers | September 12, 2025

AARP: Stephanie Ford Featured in “Should You Pay Off Your Mortgage Before Retirement?”

Buying a New Car? To EV or Not to EV