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Showing 411-420 of 4196 results

Bio

Jenna L. Blevins

Jenna has dedicated over two decades as a problem solver for her many clients in the financial industry. Having worked closely with her father and his business for many years serving as a full backup and sub- Officer of Supervisory Jurisdiction (OSJ), she took the reins in 2022 and joined the Wealth Enhancement Group family in 2024. She has a wealth of experience, serving her clients as both advisor and OSJ. She works, lives, and serves her community in Arlington, TX.

Remote Lone Star Team

Bio

Brent Wolf

Brent Wolf brings over three decades of experience in financial planning and investment advisory services and specializes in assisting Fortune 500 employees optimize their benefits. Prior to becoming a financial advisor, Brent worked for 10 years as a licenced marriage and family therapist – experience that he leans on when helping clients with financial planning decisions.

Remote Bergeron-Wolf Team

Bio

Paul Bergeron

Paul Bergeron has been working as a financial advisor for over a decade, acquiring his securities licenses in 2011. Prior to his switch to financial services, Paul led a diverse and successful career in the private sector, building and leading a private company in the outdoors industry and obtaining three patents to his name in the process.

Remote Bergeron-Wolf Team

Bio

Adam Tobin

Adam brings years of financial and client experience to our team, all with a focus on serving our clients. During his nine years with T. Rowe Price, he focused on providing retirement and wealth management consulting. Adam enjoys working directly with clients and helping them achieve their financial goals, whether through investment education and plan development or portfolio monitoring and check-ins.

Columbia - Town Center, MD Merriweather Team

Bio

Andrew Fentress

With more than 15 years of financial experience, Andrew is dedicated to helping clients achieve peace of mind. Since joining Wealth Enhancement, Andrew has worked diligently with clients to provide comprehensive financial planning advice that addresses all the relevant areas of personal finance, including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning.

Columbia - Town Center, MD Merriweather Team

Bio

Bill Cannon

Bill has more than 25 years of experience managing employer-sponsored retirement plans and individual retirement assets. He is responsible for maintaining a high-level of service for 401(k) and 403(b) clients, as well as nurturing the growth and development of this area. Beyond these specialties, his experience includes plan design consulting, administration, employee education and investment management. He was named a FIVE STAR Wealth Manager (2020-2022)*.

Fulton, MD Fulton Office Team

Bio

Joe Evans

Joe was drawn to the financial services industry by a strong desire to help individuals and organizations navigate the complexities of financial planning and investment management. He takes an educational approach to simplifying the financial lives of his clients and carefully guides them through any new life changes. He was named a FIVE STAR Wealth Manager (2022-2025)*. For fun Joe enjoys rock climbing, yoga and playing chess.

Fulton, MD Fulton Office Team

Bio

Jonathan Wienecke

As a Certified Financial Planner™ and fiduciary, Jon Wienecke is committed to placing his clients’ best interests at the heart of every financial decision. With over 20 years of experience in wealth management, Jon specializes in helping individuals, families, and business owners navigate complex financial landscapes with clarity and confidence.

Fulton, MD Fulton Office Team

Bio

Jon Giordani

With more than 25 years of experience in the investment management field, Jon not only advises clients but also leads the Fulton, MD team of advisors. He is a member of the Investment Policy Committee for Wealth Enhancement Group as well as the Investment Advisory Committee. Prior to joining Wealth Enhancement Group, Jon served 14 years as the Chief Investment Officer for Planning Solutions Group. His background also includes working as a research analyst, where he recommended securities to b

Fulton, MD Fulton Office Team

Bio

Jared Knowles

Jared has more than 10 years in the financial services industry and makes a point of staying up-to-date on current trends and ideas that will best serve his clients, especially when it comes to his extensive knowledge of capital markets, fixed income, wealth preservation and options trading. Jared was recently featured as a Five Star Wealth Manager under 40 in Fortune magazine. He and his wife Lauren are passionate about fitness.

Tampa - East Jackson Street, FL Fulton Office Team