Andrea has worked in the financial services industry since 1998, when she started out in futures and commodities on the trading floor of The Chicago Mercantile Exchange. In 2000, she developed a passion for helping individuals and families, and her career tracked toward delivering wealth management strategies and comprehensive financial planning services. Since then, she has held rewarding financial advisor roles at Charles Schwab, E*TRADE and UBS Financial.

Chad has worked in the financial services industry since 2001, holding a variety of leadership and client-facing roles across insurance, retirement, and wealth management. His experience spans large-scale advisor development, strategic sales enablement, and direct client engagement—giving him a unique lens on what it takes to serve clients well and grow a business with purpose.

Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors.

Bryan joined Wealth Enhancement Group in 2023, bringing over 15 years of experience in financial services and technology with a focus on sales leadership, customer success, and digital innovation.