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.

Mark’s extensive background in the financial services industry includes working for one of the largest brokerage firms in the U.S., one of the largest banks in the Northeast, and one of the largest insurance companies in the world. A widely respected figure within the industry, Mark’s long-running track record of success has continued in his new role as a Senior Vice President, Financial Advisor.

Patrick enjoys talking with clients about their investment portfolios and understanding what level of risk is necessary to pursue their goals. From a planning perspective, Patrick focuses on the goals of the client at every stage of life with a focus on risk and tax management.

Steve works closely with his clients to help them define their financial goals, and develop a “road map” for working towards those goals. His clients cover a broad spectrum in age and area of focus. For retirees and near-retirees, he focuses on replacing income during the retirement years and preparing for the long-term legacy they want to leave for their families. For younger clients, he focuses long term savings for retirement goals and college education.

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John brings over 31 years of finance and financial services experience to his clients. His knack for crafting strong retirement planning strategies has led him to collaborate closely with Fortune 500 companies, helping their employees plan for retirement with confidence.

Bill began his career as a wealth manager at Ernst & Young, acting as a leader in the investment consulting and financial planning arenas. Bill serves as a passionate advocate for his clients; using his technical aptitude and exceptional service, he works to educate clients and inspire informed financial decisions. He was a founding member of RCL Advisors, LLC in 2007, ultimately joining Wealth Enhancement Group through a union with the firm.

John Pitlosh has over 20 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Over the length of John’s career, he has gained a wealth of knowledge both as an advisor and as a designer of highly integrated financial plans tailored to the needs of a high net-worth clientele.