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Showing 321-330 of 4196 results

Bio

Ashlee Solarczyk

Ashlee Solarczyk brings over 15 years of financial services experience to her role as a financial advisor on the Dempsey Team. She partners with clients to build personalized, comprehensive plans focused on growing, preserving, and distributing wealth—while creating a seamless, tax-efficient legacy. With a background spanning banking, brokerage, and RIA advisory, Ashlee offers proactive, transparent guidance tailored to each client’s goals.

South Burlington, VT Dempsey Team

Bio

Larry Kohn

With over 40 years of experience in the financial services industry, Larry brings a deep understanding of investment strategy, risk management and retirement planning to his role as a financial advisor at Wealth Enhancement. As the founder of both a Broker-Dealer and a Registered Investment Advisory firm, he has spent decades helping individuals and families navigate their financial futures with confidence.

Cincinnati - Carver Road, OH LM Kohn Team, Baker Team

Bio

Drew Kohn

Drew Kohn brings a strong foundation in finance and client service to his role as a financial advisor at Wealth Enhancement. A graduate of Miami University, Drew began his career at his father’s brokerage firm, where he gained hands-on experience working with clients and developing leadership skills.

Cincinnati - Carver Road, OH LM Kohn Team

Bio

Tim Johnston

Becoming a financial advisor was a natural path for Tim, deeply rooted in his early fascination with strategy, goals and the impact of well-thought-out decisions on people’s lives. With 20 years’ experience in the industry, Tim joined Wealth Enhancement as a financial advisor where he focuses on building relationships with his clients to enable them to preserve the future of their families and businesses — keeping their wealth front and center.

Carmel, IN Vantage Pointe Team

Bio

Andy Moulton

Andy’s experience in the field of financial planning and wealth management spans over two decades, managing investment portfolios of various sizes and complexities. He believes that wealth management is a process and a partnership built on trust and integrity. In his current position as a financial advisor with Wealth Enhancement, Andy works with individuals and business owners to develop strategic, long-term wealth plans. His motto: “We measure our success by yours.”

Carmel, IN Vantage Pointe Team

Bio

Don Penn

With more than 25 years’ experience in financial services, Don uses a holistic approach to help clients make smart financial decisions, beginning with understanding the client’s current financial position, goals, objectives and needs. As a financial advisor with Wealth Enhancement, he develops strategies for investment management, retirement planning, tax planning, estate planning, risk management and employee benefits. 

Carmel, IN Vantage Pointe Team

Bio

Scott Wirtz

Scott brings over 30 years of experience helping individuals and families build strong financial futures. His experience allows him to guide clients through all stages of life with comprehensive, thoughtful strategies. Beyond his client practice, Scott contributed to the first edition of The Advisor’s Guide for Long-Term Care, published by the American Bar Association, and has authored several articles and spoken at industry meetings on the subject.

Cedar Falls, IA Fin Designs Team

Bio

Paige Miller

Paige began her career in the financial industry in 2002 with a focus on providing outstanding service. She became a partner at Financial Designs in 2013, before joining forces with Wealth Enhancement Group in 2025 as a financial advisor.  Paige works with business owners and their employees to create and manage various benefits programs to adapt to the changing needs of employees in a constantly changing world.  

Cedar Falls, IA Fin Designs Team

Bio

Ryan Hannam

After a career in pro football with the Seattle Seahawks and the Dallas Cowboys, Ryan became a partner at Financial Designs in 2013, before joining forces with Wealth Enhancement Group as a financial advisor in 2025. Ryan’s primary focus is working with business owners to develop and manage group retirement plans and insurance benefits programs that help them attract and retain highly qualified employees.

Cedar Falls, IA Fin Designs Team

Bio

Troy Putman

Troy Putman is a Tax Advisor with three years of experience in accounting and tax compliance. He earned his Bachelor’s degree in Accounting from San Diego State University. Troy began his career as an intern at Putman Group, gaining valuable hands-on experience before joining full-time. Known for his problem-solving skills and collaborative approach, he helps clients navigate complex tax matters with clarity and confidence. Outside of work, Troy enjoys writing, art, and reading.

Irvine, CA Putman Team