Resources

Media appearances

TheStreet: Stephanie Ford Featured in “Social Security 2027 COLA Data Collection is Happening Right Now”

Stephanie Ford, CDFA®CRPC®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured in an article published by TheStreet titled “Social Security 2027 COLA Data Collection is Happening Right Now.”

Stephanie Ford CDFA®, CRPC®

Jul 4, 2026

Media appearances

Financial Planning: Ryan McKeown Featured in “Why Advisors Do and Don’t Recommend Trump Accounts”

Ryan McKeown, CFP®, CPA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by FinancialPlanning in the article, “Why Advisors Do and Don’t Recommend Trump Accounts.”

Ryan McKeown CFP®, CPA

Jul 2, 2026

Press releases

Wealth Enhancement to Acquire the Kaminsky-Silverman Group of Shufro Rose with Over $554 Million in Client Assets

This partnership brings the firm’s total client assets to more than $158 billion.

Jul 2, 2026

Media appearances

CNBC: Ayako Yoshioka Interviewed on Closing Bell: Overtime

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Michael Santoli on CNBC Closing Bell: Overtime.

Ayako Yoshioka CFA®

Jul 1, 2026

Media appearances

CNBC: Ayako Yoshioka Interviewed on Closing Bell: Overtime

Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Michael Santoli on CNBC Closing Bell: Overtime.

Ayako Yoshioka CFA®

Jul 1, 2026

Media appearances

CBS: Dustin Smith Featured in “Financial expert on how the financial playbook has changed for homebuyers”

Dustin Smith, Senior Vice President, Financial Advisor, joins CBS News Minnesota to talk about how the financial playbook for buying a home has changed.

Dustin Smith CFP®

Jun 30, 2026

Resources

Filters

TheStreet: Stephanie Ford Featured in “Social Security 2027 COLA Data Collection is Happening Right Now”

Financial Planning: Ryan McKeown Featured in “Why Advisors Do and Don’t Recommend Trump Accounts”

Wealth Enhancement to Acquire the Kaminsky-Silverman Group of Shufro Rose with Over $554 Million in Client Assets

CNBC: Ayako Yoshioka Interviewed on Closing Bell: Overtime

CNBC: Ayako Yoshioka Interviewed on Closing Bell: Overtime

CBS: Dustin Smith Featured in “Financial expert on how the financial playbook has changed for homebuyers”