Jason has a passion for helping his clients by sharing his knowledge of modern investing principles and aligning those principles with their unique goals and aspirations. He feels his greatest offering is to help alleviate anxiety and stress around investing. Jason started his career in the financial services industry at Charles Schwab in 2001, then spent 16 years at Equius Partners prior to that firm’s integration with Wealth Enhancement Group in 2023.

Adria joined Wealth Enhancement Group in 2013 through a merger with Summit Wealth Advisors. With over 15 years of experience, Adria is passionate about empowering clients with tailored financial planning solutions. Known for her innovative approach, she expertly balances her clients' needs with forward-thinking strategies to create personalized financial journeys.

Steve’s financial advisory career has spanned over 20 years. In his current position as a financial advisor with Wealth Enhancement Group, he provides clients with retirement planning, investment strategies and comprehensive financial planning. He also assists businesses with retirement plans, executive compensation, and succession planning.   

Kara brings 18 years of experience in the wealth management world to her current position as a financial advisor with the Stike Team at the Wealth Enhancement Group. She previously held positions with RBC Wealth Management and LPL Financial. With her extensive knowledge and experience in wealth management, Kara specializes in retirement planning, employer-sponsored retirement plans, insurance solutions, charitable giving, advanced investment strategies and estate planning strategies.

Dustin began his financial planning career in 2006 and has continued his financial accreditations with advanced studies. He is a CERTIFIED FINANCIAL PLANNER™ professional, one of the most prestigious designations awarded in the field of financial advice, and an Accredited Investment Fiduciary®, a designation grounded in best industry practices, that considers the ethical and legal framework in which to prudently manage investment decisions and procedures.

As a financial advisor with Wealth Enhancement, Max takes a holistic approach to financial planning and has dedicated his career to providing strategies that can help his clients achieve financial independence and enjoy retirement to the fullest. Max has wide experience working with teams of advisors in the financial services industry, most recently with the Householder Group Estate and Retirement Specialists. 

David began his career in 2009 after graduating with B.A. degree in Economics from the University of California, Los Angeles. He previously served as a Senior Wealth Advisor at Equius Partners before joining Wealth Enhancement Group in 2023, where he continues to help clients reach their financial goals. When not spending time with his clients, David serves as the Secretary and Treasurer of the Howell Conservation Fund, a 501(c)(3) non-profit based in Atlanta, Georgia.

Bobby specializes in comprehensive financial planning for individuals and families, and provides business owners guidance on the design, evaluation and management of qualified retirement plans. His objective is to help clients simplify all aspects of their financial life, ensuring they are prepared for life’s planned and unplanned events. He is a recipient of the FIVE STAR Wealth Manager (2019-2023)*.

Ryan is dedicated to practicing the Golden Rule in all aspects of his life. Whether providing strategic guidance to help his clients achieve their financial goals or serving the underprivileged in Athens and its surrounding areas, Ryan consistently strives to bring truth and transparency to those he serves. With over two decades of industry experience, he understands that clients are often their own best assets.

With over two decades of experience in the financial services industry, Teresa Sylvester brings a wealth of qualified retirement plan knowledge and experience to her role at Wealth Enhancement. Previously, she held executive positions at SunTrust Bank and Transamerica Retirement Services, where she honed her skills in retirement plan consulting and client services.