Jerry has been counseling clients on finances and wealth management since entering the financial services industry in 1981. He joined Wealth Enhancement Group through the 2016 merger with HHG & Company, where he was Principal and Senior Advisor. Prior to joining HHG & Company, he provided financial counseling at The Bank of New York and the AYCO Corporation.

Neal joined Wealth Enhancement Group in 2023 with a long history of high-level financial services experience.

Todd has been in the financial planning industry for over 20 years. He spent 13 years as an independent financial advisor with Ameriprise Financial, was Managing Partner at Washington Wealth Advisors and earned his CFP® designation before joining Wealth Enhancement Group in 2023 through the Washington Wealth Advisors acquisition. Todd graduated from West Virginia University with a Bachelor of Science in Business Administration degree in finance and a minor in communications. 

Maura focuses on helping her clients meet their investment and financial goals. As a fiduciary, she holds to the highest standard in the industry. Her specialties include portfolio design and implementation that also factor in any tax implications. She coordinates with client’s accountants, estate planners and other key professionals to seamlessly plan for and execute sophisticated financial strategies.

Luther has over 30 years of experience helping clients pursue financial independence. He helps clients with comprehensive financial planning and investment management, and works under a fiduciary standard to provide advice while bearing in mind client’s best interests. Luther and his team strive to help clients build financial confidence & clarity. 

For over 25 years, Mark has successfully managed investments for high-net worth individuals, trusts and foundations using third-party managers, mutual funds, ETF’s and individual securities.He has spent much of his career as an equity analyst and has particular expertise managing individual stocks and dealing with the challenges of portfolios that have low cost basis stocks and concentrated holdings.   

William founded BPU Investment Management in 1985, and became part of Wealth Enhancement Group when the two firms joined forces. In addition to working with individual clients on their financial goals, William provides investment guidance to credit unions and charitable, religious and fraternal organizations. He enjoys sharing his broad knowledge with these organizations through lectures and by writing on investing and portfolio strategies for credit unions.

John has more than 30 years of experience in the financial services industry, bringing a strong background in investment management, portfolio construction and retirement income strategies to his role as a financial advisor. John enjoys helping his clients understand that a successful financial plan requires much more than making stock selections and supports them in employing strategies that help them achieve their life goals.

Mark entered the financial services industry in 1992 with Charlotte-based Interstate/Johnson Lane. He then served as financial advisor to the high net worth clients of Park Meridian Bank, a very successful community bank that was purchased by Regions Bank in 2001. Mark specializes in helping individual investors who are approximately five to ten years from retirement, and working with them throughout their retirement on an ongoing basis.

Ted joined Wealth Enhancement Group in 2022 through the BTR Capital Management acquisition. At BTR Capital Management Ted was a Principle and Portfolio Manager. He previously served as a Senior Consultant with Merrill Lynch Global Wealth Management, as a Vice President and Relationship Manager with the Credit Suisse Private Banking USA Group, and with its predecessor, Donaldson, Lufkin & Jenrette. Ted served as a Managing Director – Investments with Piper, Jaffray & Co.