Wealth Enhancement

06/26/2026

We are pleased to share Nate Hanft, CFP® and Doug Kuring, CFP® have been named to AdvisorHub's 50 Next Gen Advisors to Watch 2026. This award highlights advisors under the age of 45 who are leading growing practices with strong client service and professionalism.

Learn more about this recognition here: https://www.wealthenhancement.com/newsroom/23-wealth-enhancement-advisors-recognized-advisorhubs-2026-advisors-watch-rankings?ecid=W24AWRGENAWRcxr

Awarded 6/16/26 for the period from June 2026-June 2027. Data used from 12/31/2025 and 12/31/2024.

06/25/2026

Last week, we hosted a Basecamp event at our headquarters in Plymouth, Minnesota as part of the Advisor Foundations Program, an educational program designed for new advisors and aspiring advisors preparing to become client-facing in the next 6–12 months.

Attendees participated in highly interactive sessions focused on mastering the art of prospect and client interactions.

At Wealth Enhancement, we’re committed to developing the next generation of advisors. Pictured is our inaugural Advisor Foundations Program class.

06/24/2026

Congratulations to Patrick Doherty,CFP®, Brian Kuhn CFP®, and Lane Marmon, JD, MBA, ChSNC on being named to AdvisorHub's 50 Solo Advisors to Watch 2026. These advisors are recognized for providing high-quality advice and highly personalized attention with the help of their staff.

Read more here: https://www.wealthenhancement.com/newsroom/23-wealth-enhancement-advisors-recognized-advisorhubs-2026-advisors-watch-rankings?ecid=W24AWRGENAWRcxr

Awarded 6/16/26 for the period from June 2026-June 2027. Data used from 12/31/2025 and 12/31/2024.

06/23/2026

403(b) and 401(k) accounts are both employer-sponsored retirement plans, but have key differences when it comes to eligibility, investment options, and fees. In a recent blog, Tiffany Rosetti, CFP®, BFA™, Senior Vice President, Financial Advisor, compares the similarities and differences between 401(k) and 403(b) plans. Check it out here: https://www.wealthenhancement.com/blog/403b-vs-401k?ecid=W24AWRGENAWRcxr

Visit the Wealth Enhancement website to learn how our advisors can provide comprehensive guidance on your retirement plan and help support your long-term goals.

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

06/23/2026

We are proud to share the 6 Wealth Enhancement advisors named to AdvisorHub's 2026 Advisors to Watch - Under $1B ranking, which recognizes advisors whose contributions are shaping the industry.

This recognition reflects these advisors’ dedication to helping clients achieve their financial goals and the continued excellence they bring to our firm.

Congratulations to the following advisors:

Omar Chyou, CIMA®, AIF®, CTFA®, AWMA®
Brad Hoggatt, CFP®
Tammy Mogilski, CLU®, ChFC®, CFP®
Emma Mueller, CRPS®, CDFA®, AIF®, BFA™
Paul Papapostolou, CFP®
Derek J. Platt, CFP®

Learn more about this recognition here: https://www.wealthenhancement.com/newsroom/23-wealth-enhancement-advisors-recognized-advisorhubs-2026-advisors-watch-rankings?ecid=W24AWRGENAWRcxr

Awarded 6/16/26 for the period from June 2026-June 2027. Data used from 12/31/2025 and 12/31/2024.

06/22/2026

In the newest Weekly Market Movers, Ayako Yoshioka, CFA, Director, Senior Investment Strategist covers:

➡️ Markets rebounded, led by tech and AI, with the SpaceX IPO drawing attention amid strong but volatile early gains.
➡️ Short-term rates rose as the Fed, under Chair Kevin Warsh, took a cautious, inflation-focused stance and kept the door open to hikes.
➡️ Upcoming inflation, growth, and business data could heavily influence the Fed’s next move.
➡️ Progress in U.S.– Iran talks reopened the Strait of Hormuz, lowering oil prices and easing inflation concerns, though energy remains key to watch.

Check out Aya’s recap here: https://youtu.be/1Q_oBTTHB5k?si=cMgOJmQC8e0vQ7V6

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

06/22/2026

We are pleased to announce 18 of our advisors have been named to InvestmentNews’ 2026 $100M Club: Top Female Advisors list. This recognition highlights accomplished female advisors across the industry who are making a significant impact for their clients and communities.

Congratulations to the following advisors:
Jennie Boland, CFP ® Boland, CFP®
Stephanie Chang, CFA®, CFP®
Stephanie Ford, CDFA®, CRPC®
Laura Gilman, CFP®, PFP, MBA
Maureen E. Hansen, CLU®
Mary Herrington, CFP®
Lily Ku, CFP®, MBA
Sarah LePhew, CFP®, CDFA®, CEPA
Laura Mattia, Ph.D., MBA, CFP®
Stephanie Mattson, CFP®
Michele Newhouse
Debbie Pursey MBA, CFP®
Nicole Roberts, CFP®
Tiffany Rosetti, CFP®, BFA™
Maura Schauss, CFP®
Tarah Sikkenga, CPA, CHFC®
Adria Siewert, CFP®, ChFC®, AIF®
Devan White, CFP®

Read more here: https://www.wealthenhancement.com/newsroom/18-wealth-enhancement-advisors-named-among-investmentnews-2026-100m-club-top-female?ecid=W24AWRGENAWRcxr

Awarded 6/17/26 for the ranking year 2026.

06/16/2026

We are proud to recognize the 10 Wealth Enhancement advisors named to AdvisorHub’s 2026 RIAs to Watch ranking, which highlights advisors making an impact across the industry.

This recognition reflects these advisors' dedication to helping clients achieve their financial goals and the continued excellence they bring to our firm and the communities they serve.

Congratulations to the following advisors:

Stephanie C. , CFA®CFP®
Jennifer Ying, CFP®CPA
Peter Hoglund, CFP®, AIF®
Sarah Keys, CDFA®, JD, MA, Int'l Business
Lily Ku, CFP®, MBA
Alexander Vaccarella, CFP®
Martha ‘Marti’ Awad, CEPA®, CFP®, CFA, JD, LLM in Taxation
Maura Schauss, CFP®
Laura Gilman, CFP®, PFP, MBA
Mercer Treadwell, CFA

Learn more about this recognition here: https://www.wealthenhancement.com/newsroom/23-wealth-enhancement-advisors-recognized-advisorhubs-2026-advisors-watch-rankings?ecid=W24AWRGENAWRcxr

Awarded 6/16/26 for the period from June 2026-June 2027. Data used from 12/31/2025 and 12/31/2024.

06/15/2026

In the latest Weekly Market Movers, Gary Quinzel, CFA, CFP, VP, Portfolio Consulting, discusses last week's much anticipated SpaceX IPO, and analyzes the broader IPO market, the latest CPI release, and what we can expect from the new Fed chair Kevin Warsh.

Watch here: https://www.youtube.com/watch?v=RGbzV_Sp-0g

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

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06/15/2026

We are proud to announce Jim Cahn, Chief Strategy Officer & Chair of the Investment Committee has been named a M&A Leader of the Year Finalist by Wealth Management for the second consecutive year.

This award recognizes leaders who are driving meaningful growth at their firms through strategic initiatives, including mergers, acquisitions and partnerships.

Jim’s leadership, strategic approach, and commitment to building lasting partnerships have been central to the firm's continued growth and success. Please join us in congratulating Jim on this achievement!

Read more here: https://www.wealthenhancement.com/newsroom/jim-cahn-named-ma-leader-year-finalist-wealth-management-0?ecid=W24AWRGENAWRcxr

Award winners will be announced in September 2026.