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Will Mullin, CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by ThinkAdvisor in “Honoring Advisors Who Serve(d): Fourth of July, 2024.”
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Kris Carroll, CFA®, CFP®, Managing Director of the Carolina’s at Wealth Enhancement, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kris ranks #5 in North Carolina.*
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Mark Cortazzo, CFP®, CIMA®, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s Parsippany, New Jersey office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Mark ranks #13 in New Jersey*.
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Micheal Sadoff, Senior Vice President and Financial Advisor at Wealth Enhancement’s Milwaukee, Wisconsin office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Michael ranks #3 in Wisconsin.*
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Mike Bohmer, Senior Vice President and Financial Advisor at Wealth Enhancement’s Cincinnati, Ohio office has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Mike ranks #24 in Ohio.*
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Mike Scroggins, CPA, CFP®, CPFA, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s Naples, Florida office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Mike ranks #101 in the state of Florida.*
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Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “President Joe Biden Has Called on Major Drug Companies to Cut the Price of Weight Loss Drugs.”
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Brian Regan, CFA, Senior Portfolio Manager at Wealth Enhancement Group was featured by TheStreet in “Man vs. Machine: Cat Bond Investment: Diversification or Disaster?
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Kelly Crane, CFP®, CFA, CLU, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s Walnut Creek, California office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kelly ranks #59 in California*.
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Debbie Pursey, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s Walnut Creek, California office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list, a global media platform known for its prestigious rankings. Debbie ranks #114 in California.*
