Ethan has worked in the financial services industry for over three decades. He founded his own firm, Advanced Underwriting Services, in 1996 as an independent financial services provider specializing in retirement and estate planning strategies for high-net-worth clients and businesses.  

Adam brings years of financial and client experience to our team, all with a focus on serving our clients. During his nine years with T. Rowe Price, he focused on providing retirement and wealth management consulting. Adam enjoys working directly with clients and helping them achieve their financial goals, whether through investment education and plan development or portfolio monitoring and check-ins.

Joe was drawn to the financial services industry by a strong desire to help individuals and organizations navigate the complexities of financial planning and investment management. He takes an educational approach to simplifying the financial lives of his clients and carefully guides them through any new life changes. He was named a FIVE STAR Wealth Manager (2022-2023)*. For fun Joe enjoys rock climbing, yoga and playing chess.

Brice’s client-centered approach enables him to develop strong relationships with his clients. He takes the time to truly listen to his clients to ensure that he understands their unique circumstances because he knows the answers lie in the details. He specializes in retirement planning, business succession, and investment management.

Jennifer has more than 14 years of experience in the financial services industry. She joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management. Prior to joining Pillar Pacific in 2012, she held positions at Nigro Karlin Segal & Feldstein, LLP and Shoedazzle.com. Jennifer specializes in advising on clients' tax, retirement, and next-generation planning needs.

Cory is passionate about working with clients to create and manage a comprehensive financial plan, helping them pursue their financial goals. He is a graduate of Franklin & Marshall College, earning a B.A. in Business, Organizations and Society with a concentration in Finance. Cory spent five years working at PNC Wealth Management in Cleveland, OH before relocating back to the Philadelphia area to focus on providing fee-only financial, investment, and estate planning advice to clients.

Brian creates financial plans, provides investment consulting, and manages assets for clients by implementing and monitoring prudent investment strategies. With more than 20 years of experience working as a financial advisor, Brian assists both businesses and individuals with making sound financial decisions that will aid them with their immediate and long-term goals.

Chason began working in the financial services industry in 2011 in a consultant capacity to financial advisors throughout North and South Carolina. He collaborated with financial advisors and their clients to design and implement wealth transfer and legacy planning strategies. Throughout his career, he has been active in the financial services community.

Alex joined Wealth Enhancement Group after working for Hightower Advisors as a Private Wealth Advisor. Prior to Hightower, Alex worked as a Mortgage Loan Originator at EverBank, as well as a Sales Associate at CNL Securities. Throughout his career, Alex has worked closely with high-net-worth families, individuals, and business owners to create tax smart investing and advanced planning strategies.

Melissa focuses on helping clients and others set and reach their financial goals by preparing and conducting reviews and developing and executing on financial plans. She also helps clients and others navigate and respond to a variety of concerns including life insurance cases, cost basis questions, and more. Melissa joined Wealth Enhancement Group through the 2018 partnership with Cimino Wealth Advisors. She and her husband Jay have two children and live in Beloit, WI.