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Showing 271-280 of 4196 results

Bio

Connor Simios

Connor has been working with individuals and families since 2019. With a strong background in both client service and advisory roles, Connor is dedicated to delivering thoughtful, personalized financial guidance that helps clients work toward long-term financial success.

Elk Grove Village, IL Diven Team

Bio

Donald F. Dempsey

Over twenty years ago, Don founded Dempsey Investment Management.  After joining with Wealth Enhancement in 2025, Don was able to expand offerings and benefits to his clients. Don is dedicated to helping individuals and families achieve financial clarity and long-term success and feels the culture at WEG supports his long-term customer relationships.

South Burlington, VT Dempsey Team

Bio

Michael Lawrence

Drawing from a decade of experience in the financial services industry, Michael serves as Financial Advisor in Wealth Enhancement’s New York City office. An Investment Advisor Representative since 2017, Michael has previously held advisory roles with other top RIA firms.

New York - Grand Central, NY Lawrence Team

Bio

John McSorley

Early in his career as an investment adviser representative, John concentrated on improving education and advisory processes to better serve retirement plan participants, and to better assist plan sponsors with managing these plans. Later, as the co-founder and managing partner for Guidance Wealth, he worked with private clients and headed the qualified plan development team.

Elkhart, IN Guidance Team

Bio

Maureen Teunissen

Maureen has served in many varied capacities in her financial services career, including Director of Trust Operations, Director of Trust and Estate Administration, Financial Services Account representative, and Director of Operations and Chief Compliance Officer for Guidance Wealth, a registered investment advisory firm.   In her current position as a Vice President Financial Advisor with Wealth Enhancement, Maureen continues to utilize her vast experience with client advisory services, and h

Elkhart, IN Guidance Team

Bio

Michael A. Griggs

Mike began his career in the insurance business in 1988 and moved to the investment side of the industry in 2002. He joined Guidance Wealth in 2011, specializing in financial planning for individuals and families, including strategic insurance planning, investment advice and retirement planning. In his current position as a Vice President Financial Advisor with Wealth Enhancement, Mike will continue serving his clients to the utmost of his professional abilities.

Elkhart, IN Guidance Team

Bio

Bryan D. Focht

Bryan joined Guidance Wealth in 2007 where he was responsible for quality control, material content and production for client reporting, technology maintenance and marketing.  He also provided specialized operations support and tax planning for qualified plan clients. In his current position as a Financial Advisor with Wealth Enhancement, Bryan will bring his years of knowledge and experience.    

Elkhart, IN Guidance Team

Bio

Brendan Thompson

Brendan is originally from the East Coast but made his way to Colorado to attend the University of Denver where he received a BSBA in Finance and Marketing. Upon graduating, Brendan spent over 5 years working at TIAA gaining a deeper understanding of the complexities that individuals and families experience with managing their wealth.

Denver - Denver Tech Center, CO Ryan Team

Bio

Colin Roesler

Colin Roesler, CFA, CFP®, is a seasoned financial professional with over a decade of experience guiding high net worth individuals and institutional clients toward financial clarity and confidence. Over the years, his roles have included wealth planning, relationships and portfolio management, and business development.

Coronado, CA Gensler Team

Bio

Stephen Stricklin

After beginning his career as a teacher and a coach, Stephen transferred his passion for educating others to the financial services industry. He worked as a representative of an insurance company and an advisor for a national investment brokerage firm before founding Wise Wealth, an independent, full-service, education-based, wealth management firm, in 2007. The slogan he developed remains his motto today: First Wisdom, Then Wealth.

Lee’s Summit, MO GSEL Team