John has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. Through his previous role of Director of Investments at JOYN Advisors, he understands how to build highly customized portfolios for high-net-worth clients, and how to help them focus on ways to create meaning in their lives. John was also a Five Star Wealth Manager Award Recipient (2022-2023)*

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.

Amos began his career in the investment world in 1988, having held executive positions as a research analyst and management consultant with several well-known financial firms. He was the founder of Altius Capital Partners, L.P., a long/short equity fund, and later, the founder of VPR International, a software firm serving investment analysts. Prior to joining the Wealth Enhancement Group as a financial advisor, Amos served as executive vice president and director of research for M&R Capital. 

Stephanie has more than 13 years of investment and financial experience in the financial services industry. Stephanie brings portfolio management expertise and tech industry insights to her client advisory role. She strives to help clients understand the market and guide them through different business cycles. 

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.

Samuel is an experienced investment professional specializing in investment and estate planning strategies. As a financial advisor with Wealth Enhancement, Samuel develops and implements tax strategies and estate planning techniques to reduce income and estate taxes for his clients. In addition, he leverages sophisticated investment strategies with a focus on capital preservation, customized income strategies, and multi-generational wealth preparation for his clients.

Bernie is a Certified Financial Planner (CFP) professional who has helped hundreds of clients, and their families prepare for retirement, college, income tax reduction and estate planning. One of the most rewarding parts of his 40-year career has been watching clients' children and grandchildren grow up and use their 529 college savings accounts for higher education, accounts that were set up when they were born.

Bob founded Reby Advisors shortly after he graduated college. It was important for him to pursue his dreams and passion for personal finance by helping other people pursue financial stability. He is active in numerous professional organizations including The World Presidents’ Organization. Outside the office and the world of personal finance, he lives in Palm Beach Gardens, Florida with his wife, Mary. He is also an avid golfer and tennis player.

Kate has been a financial planner at Wealth Enhancement Group since 2007. Previously, she assisted in the management of trusts and portfolios for high-net-worth clients. She is involved with the Roundtable™ and provides her expertise to help walk clients through the best way to organize their estates to ensure their assets are passed in the most efficient way possible. Kate enjoys taking complex estate and financial strategies and making them easily understood to the average person.

Todd has been working with small business clients and individuals since 1996. An active supporter of his community, Todd has worked with the Anderson Animal Shelter, a Chicago-area anticruelty society, for more than 10 years. Todd is an multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” award.* He is also involved with Immanuel Lutheran Church, as well as the Kane County Forest Preserve. Todd currently resides in West Dundee with his wife, Lisa.