Lori Ann Porcelli-Plescia

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 04/2022
  Mason Road Wealth Advisors, Llc
  St. Louis, MO
• 01/2014 → Present
  Bwtp P.C.
  Chesterfield, MO
• 04/2022 → 05/2025
  Marcum Wealth, Llc
  Chesterfield, MO
• 04/2022 → 10/2024
  Marcum, Llp
  Chesterfield, MO
• 11/2024 → Present
  Cbiz, Inc.
  Chesterfield, MO
• 05/2025 → Present
  Wealth Enhancement Group
  Chesterfield, MO
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Chesterfield, MO

Previous Registrations

• 2022-04-21 → 2025-05-19
  Marcum Wealth, Llc
  Chesterfield, MO
  Cleveland, OH
• 2007-09-18 → 2022-07-27
  Mason Road Wealth Advisors, L.L.C.
  Chesterfield, MO
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-25

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Lori Ann Porcelli
• Lori Ann Porcelli-Plescia
• Lori Ann Procelli-Plescia