Charlie has been in the financial services business for over 30 years. From 1991 to 2020, he served as president of the Portin Hoffmann Financial Group and later, as a partner with Marcum Wealth. From his early days as an analyst in the pharmaceutical industry to his current role as a financial advisor with Wealth Enhancement, Charlie helps his clients effectively manage and invest their money to achieve their long-term goals.

Evan has over two decades of experience in the asset management/financial services space with top firms such as FS Investments, Inland, CNL, and Russell Investments.

Brian leads a highly qualified team and oversees the retirement plan governance and fiduciary responsibilities for his clients, along with their administration, operations and design. He has broad experience working in retirement solutions, including managing plans for large, multi-hundred-million-dollar corporations as well as small businesses. Brian supports his clients by designing customized retirement plans that are focused on specific goals and needs.

With over 25 years of experience in the financial services industry, Brian has largely focused his practice in the employee benefits space, helping employers and employees to pursue their financial objectives in a sustainable, cost-efficient manner.

Peter has more than 15 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement.

Samanta’s experience in the trust industry has allowed her to collaborate with clients and advisors from Latin America to Southeast Asia. She has worked on the administration of trust structures involving a variety of asset types and companies in various jurisdictions. With this experience she assists clients and advisors while learning their family dynamics to foster a long-lasting relationship.

 Matthew brings over 30 years of experience in portfolio management to his current position as a financial advisor with Wealth Enhancement Group. He previously held positions with Merrill Lynch, Wells Fargo Advisors and Raymond James, before serving as the Founder and Managing Director of XO Wealth Management as a discretionary manager.

Emma has been a financial professional for over 20 years and has a background in banking, investments, asset management and financial planning. Emma attributes much of her success to a passion for helping clients develop and implement investment strategies, providing guidance, and serving clients through ongoing relationship management throughout various life stages. 

Don Riley is a seasoned financial professional with over four decades of experience in the finance industry. His career began in 1984 as a trader on the Philadelphia Stock Exchange, where he founded a specialist and trading firm. Transitioning into financial advisory services, Don has spent the past 15 years providing clients with investment solutions and financial planning advice.

With more than 20 years of experience in retirement planning, investment consulting, and futures trading, Sean specializes in helping businesses understand how qualified retirement plans work and what options will best meet their specific needs. He also creates and conducts employee education and fiduciary review meetings for businesses. In addition, Sean performs investment reviews for retirement plan sponsors, as well as for individual clients.