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Showing 241-250 of 4196 results

Bio

Logan Dunbar

Logan brings experience from top firms in the industry, having previously worked at Merrill Lynch on the advisory side and as a financial advisor consultant at Nuveen, to his current position as a financial advisor at Wealth Enhancement. With a blend of advisory and institutional experience, he has a deep understanding of both investment strategy and client-centric planning. Logan partners with individuals and families to build, manage and protect their wealth.

Walnut Creek - Mt Diablo, CA InConcert Napa Valley Team

Bio

Trevor Stratton

Before beginning his career in financial services, Trevor served 13 years in the United States Marine Corps as a Reconnaissance Marine. That experience demanded discipline, resilience and attention to detail — qualities that continue to guide his professional life today.

Oakland, CA BTR Team

Bio

Kevin Galvez

As a financial advisor with a passion for helping clients align their money with what matters most to them, Kevin brings a holistic, planning first approach to wealth management grounded in the belief that a clear financial plan is the foundation for a more balanced and fulfilling life.

Los Angeles - Westwood, CA Gilman-Waltzer Team

Bio

Natalie Klug

El Cerrito, CA InConcert Napa Valley Team

Bio

Corey Liu

San Marino, CA Pillar Pacific Team

Bio

Sebastian Bermeo

Sebastian began his career in the financial services industry in 2020 and joined the Wealth Enhancement Group in 2022 as a senior client service representative. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests — from client onboarding to operations and trading.In his free time, Sebastian enjoys attending car shows and working out at the gym.

Danbury, CT Kuring Team

Bio

Mary Maysilles

Mary has been with the John Hunt Team since 2011 and brings experience in client service, operations, and insurance. She is committed to making clients feel comfortable asking questions, whether they need help accessing an account, want an update on market conditions, or are navigating a significant life transition. She enjoys supporting clients through various stages of life.

Winston Salem, NC Hunt Team

Bio

Nicole Evenski

Nicole has been with Wealth Enhancement since 2006. She works closely with the team in constructing financial planning strategies to pursue the goals and objectives of current and prospective clients. Nicole currently lives in Cologne, Minnesota with her husband and three children.

Eden Prairie, MN Helmer Team

Bio

Sonny Lin

San Marino, CA Pillar Pacific Team