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Showing 541-550 of 4196 results

Bio

Joshua Pryor

Josh joined Wealth Enhancement Group in 2022 after spending the last decade at Manning & Napier Advisors where he oversaw more than $500 Million in client assets. He has more than 15 years of experience helping individuals, families, business owners and nonprofits achieve their financial goals. Josh focuses his philanthropic efforts by serving in leadership roles with organizations that support US military veterans such as PGA HOPE and Shootout for Soldiers.

Pittsford, NY QCI Team

Bio

Mike Kiviat

Mike joined Wealth Enhancement Group in 2021 through the QCI acquisition. As a portfolio manager, he is primarily responsible for conducting research, providing input, and making recommendations that impact the firm’s overall fixed income strategy. A CERTIFIED FINANCIAL PLANNER™ practitioner, Mike graduated from the State University of New York at Geneseo in 2008 with a BS in Business Administration.

Pittsford, NY QCI Team

Bio

Jerry Furciniti

With more than 20 years of financial services experience, Jerry works closely with both institutional and individual clients to create portfolios tailored to meet his clients’ specific needs. As a leader of the QCI Team, he works directly with the investment committee to develop investment strategy and determine asset allocation for both separately managed accounts and consulting client portfolios. Jerry joined Wealth Enhancement Group in 2021 through the QCI acquisition.

Pittsford, NY QCI Team

Bio

Colby Feane

Colby started his career in New York City on JPMorgan’s Institutional Foreign Exchange sales desk before relocating to the Rochester area where he worked at Manning & Napier Advisors and Armbruster Capital Management. A CFA Charterholder, Colby’s professional success and significant civic contributions were recognized when he was honored as one of the Rochester Business Journal’s “Forty Under 40” award winners in 2018.

Pittsford, NY QCI Team

Bio

Ed Silversmith, Jr.

Ed has been providing financial services to clients in the Rochester area since 2016, and joined Wealth Enhancement in 2022. Ed is a CFA charterholder, CFP® practitioner, and CPWA® designee. He is also a member of the Rochester Financial Planning Association and Estate Planning Council of Rochester. In addition to portfolio management responsibilities, he helps clients to develop and execute financial plans aligned with their goals and values.

Pittsford, NY QCI Team

Bio

Kristen Stockland

Kristen brings more than 12 years of experience working in the financial services industry with a background in both retail banking and wealth management. While she began her career in management at a retail bank, she later found her true calling and developed a passion for wealth management. She thrives on developing deeper relationships with her clients in order to help them achieve their short-term and long-term financial goals.

Denver - Cherry Creek, CO Cherry Creek Team

Bio

Britta Ferguson

Britta is a Senior Vice President and Financial Advisor who helps high-net-worth and ultra-high-net-worth individuals, families, business owners, and executives navigate the opportunities and complexities that come with significant wealth. Beginning her career during the 2008-2009 financial crisis shaped her belief that successful outcomes are driven by thoughtful planning and disciplined decision-making rather than market predictions.

Coronado, CA Gensler Team

Bio

Kyle Hyland

Kyle draws on his broad base of knowledge and decade of industry experience to provide quality advice to clients throughout the comprehensive planning process. As a CERTIFIED FINANCIAL PLANNER™ Professional, he works closely with clients to help them understand how they are financially positioned to work toward important life goals. Kyle lives in the Madison area with his wife, Jenny, and daughters Marah and Avery.

Madison - Science Drive, WI Hyland Team

Bio

Larry McClanahan

Larry is a financial advisor with Wealth Enhancement, focused on helping clients in the second half of life (age 50+) use smart tax strategies and confidently transition into a purposeful and fulfilling retirement.

Clackamas, OR Willamette Team

Bio

Tim Modesti

Tim joined Wealth Enhancement Group in 2025, bringing over a decade of experience from Northern Trust in New York City, where he managed $700 million in client assets. As a Vice President and Portfolio Manager, he specialized in investments for high-net-worth individuals, trusts, and foundations. Tim’s core responsibilities included developing tailored asset allocation and investment strategies to meet the unique needs and objectives of each client.

Pittsford, NY QCI Team