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CNBC: Ayako Yoshioka Featured in “Expect lower returns in 2026 due to midterms”
Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by CNBC.
Dec 30, 2025
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Wealth Enhancement Ranked #6 on AdvisorHub’s List of 50 RIA Firms to Watch in 2026
Wealth Enhancement has been recognized on AdvisorHub’s inaugural list of 50 RIA Firms to Watch in 2026. Wealth Enhancement ranked #6 out of 50 large and mid-sized firms across the country.
Jan 5, 2026
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CBS: Dustin Smith Featured in “5-point financial wellness check stresses progress over perfection”
Dustin Smith, Senior Vice President, Financial Advisor joined CBS News Minnesota to discuss implementing a 5-point financial health check in 2026.
Jan 6, 2026
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The Behavioral Divide: Tiffany Rosetti Featured in “How to Help Others Change Their Behavior (Without Pushing Too Hard)”
Tiffany Rosetti, BFA, CFP®, Senior Vice President and Financial Advisor, was interviewed by Hal Hershfield on The Behavioral Divide.
Dec 22, 2025
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Wealth Enhancement Announces Acquisition of L.M. Kohn & Company, a Hybrid RIA with Over $2.2 Billion in Client Assets
Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, announced it has acquired L.M. Kohn & Company, a hybrid RIA headquartered in Cincinnati, Ohio.
Dec 9, 2025
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FA Magazine: Marti Awad Featured in “Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes”
Marti Awad, CFA®, CFP®, CEPA®, JD, LL.M, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by FA Magazine in the article, “Philanthropy Gets A Year-End Boost From One Big Beautiful Bill Changes”
Dec 1, 2025
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Investopedia: Jonathan Jack Featured in “3 Tax Moves to Make Before Year-End for Bigger Deductions”
Jonathan Jack, CPA®, Senior Tax Advisor at Wealth Enhancement, was featured by Investopedia in the article, “3 Tax Moves to Make Before Year-End for Bigger Deductions”
Dec 1, 2025
Newsroom
Yahoo! Finance: Joel Callagan Featured in “The 7 best questions to ask your financial advisor in the new year”
Joel Callagan, CFP®, CEPA®, CLTC®, NSSA®, Vice President and Financial Advisor at Wealth Enhancement, was featured by Yahoo! Finance in the article, “The 7 best questions to ask your financial advisor in the new year”
Dec 1, 2025
Newsroom
CBS: Dustin Smith Featured in “How consumer confidence can move the markets”
Dustin Smith, SVP, Financial Advisor, shares background on consumer confidence and how it can impact markets.
Dec 9, 2025
Newsroom
Barron’s: Jonathan Jack Featured in “Thinking About Year-End Charitable Giving? It Could Make Sense to Wait Until Next Year”
Jonathan Jack, CPA®, Senior Tax Advisor at Wealth Enhancement, was featured by Barron’s in the article, “Thinking About Year-End Charitable Giving? It Could Make Sense to Wait Until Next Year”
Dec 1, 2025