Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.

Dave has more than 30 years of experience in asset valuation, portfolio management, financial analysis and planning, and acquisitions. As a financial advisor at Wealth Enhancement, Dave focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits, and small businesses.   Dave is a member of the CFA Institute and the CFA Society of South Carolina. He is a past president of the Greenville Breakfast Rotary Club.

John’s passion is helping clients to simplify their financial lives. He began his career as an auditor and systems consultant for a national accounting firm, later joining BTR Capital Management in 1993 and serving as the firm’s President from 2008.

Chris began his career in the industry as a financial advisor with Merrill Lynch in 2015. As a Certified Financial Planner and Accredited Wealth Management Advisor, he specializes in high-net-worth tax, investment, and estate planning, helping clients minimize their taxes and build strong income strategies for retirement through comprehensive financial planning.

David leads the Investment Group and serves as the Investment Strategist for the Hoover-Braun Team. He has served as portfolio manager for various institutional, family office, and hedge fund clients. In his 25-year career, David has managed portfolios and trading strategies over several major economic cycles with a constantly evolving factor set driving market performance.

Phil is a seasoned financial professional. He began his career as a growth stock portfolio manager, later working as a corporate finance partner at Ernst & Young. He built Dynamic Funds Management (DFM) and in 2007 merged with TAM Asset Management which became Equius Partners. Phil joined Wealth Enhancement Group in 2023 through the Equius Partners acquisition. Phil has three children, Liz, Will, and Gussie, one son-in-law, Mike, and three grandchildren.

With over 20 years of experience, Michael began his career at Morgan Stanley and later became the first employee at Aurum Wealth Management, going on to become the firm’s chief investment officer, followed by his position as chief investment officer at Marcum Wealth. In his current position as a financial advisor with Wealth Enhancement, Michael thrives on helping clients meet their financial planning and investment needs.

Brian leads the day-to-day implementation of the investment process of the AMR Team at Wealth Enhancement. He brings more than10 years of experience in corporate finance and investment management. His core competencies include top-down macroeconomic research, strategic asset allocation, bottom-up individual stock research, and ETF and mutual fund evaluation.

Jonathan has been a dedicated professional in the financial services industry since 2007, earning recognition as a thought leader with a particular focus on investment management. Most recently, he served as a Principal Senior Investment Consultant at Mercer, where he provided fiduciary oversight and investment guidance for companies managing billion-dollar 401(k) and pension plans.

Justin began his career at Selway Asset Management in 2000 as an intern and became a partner in 2012.