Antonio’s passion for financial planning was born from personal experience, growing up in a household where money was often a source of stress. That early exposure inspired him to learn how to manage finances effectively and ultimately pursue a career helping others gain clarity, confidence, and control over their financial lives. Before transitioning into financial planning, Antonio was an intern with Charles Schwab.

Carlos launched his career in financial services in 2020, beginning as a registered rep with New York Life, before joining The Retirement Group in 2021 as an operations manager working with six financial advisors. He has been with Wealth Enhancement since 2024, where he focuses on corporate employee financial planning, is responsible for managing client relationships, overseeing operations, and helping with new business development for the Mavar team.

Josh began his career in wealth management as an intern in 2023 while completing his degree at Rensselaer Polytechnic Institute in just three years. Josh has quickly advanced to be an Associate Financial Planner at Wealth Enhancement, passing the Certified Financial Planner™ exam in record time. Josh is currently preparing for the Chartered Financial Analyst® exams to further deepen his investment expertise. 

Daniel served as a Client Service Associate and Client Service Manager for over four years. In his current position as an Associate Financial Advisor with Wealth Enhancement, he is leveraging that experience, along with his CFP® certification, as he takes on new responsibilities for his team.Daniel and his wife, Addison, live in Monmouth County, New Jersey. Outside the office, he enjoys golf, basketball, surfing, and sushi.

Sebastian began his career in the financial services industry in 2020 and joined the Wealth Enhancement Group in 2022 as a senior client service representative. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests — from client onboarding to operations and trading.In his free time, Sebastian enjoys attending car shows and working out at the gym.

Nicole has been with Wealth Enhancement since 2006. She works closely with the team in constructing financial planning strategies to pursue the goals and objectives of current and prospective clients. Nicole currently lives in Cologne, Minnesota with her husband and three children.

Before beginning his career in wealth management, Adam worked in information technology with Dell Technologies and Holland Parker.

Before beginning his career in financial services, Trevor served 13 years in the United States Marine Corps as a Reconnaissance Marine. That experience demanded discipline, resilience and attention to detail — qualities that continue to guide his professional life today.

Andrew began his career in financial services at JPMorgan Chase in 2017. As a banker, he worked closely with individuals, families and business owners to support their everyday banking needs — offering personalized guidance and building strong, lasting relationships along the way. In 2023, he joined Steven Brett’s team at Marcum Wealth, continuing in a client service capacity before being promoted to Associate Financial Advisor on the Aurum Brett team at Wealth Enhancement.