Wiley is a tax and finance professional with over 20 years of experience, including leadership roles in both corporate and entrepreneurial settings. He currently serves as a Senior Tax Advisor at Wealth Enhancement, following his role as a Senior Tax Accountant at Family Office Solutions, where he specialized in complex tax return preparation and client advisory in the "family office" environment.

Tom is a tax services veteran with nearly 30 tax seasons under his belt. He also served, during a 10-year interlude, as a corporate controller in the agriculture industry. Tom was co-owner of a CPA firm prior to joining Wealth Enhancement Group.

With nine years of tax services experience at Wealth Enhancement Group and Ogden Wealth Management, Shana has a keen understanding of tax advisory, planning and preparation needs of wealth management clientele. Her experience covers tax planning, preparation, and resolving IRS and state taxing authority notices for a broad range of individual, gift tax, trust, partnership, and S Corporation tax situations.

Merlyne joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors. As a Senior Tax Advisor, she researches investment planning issues with a strong focus on retirement planning. Merlyne is currently working toward a Certified Financial Planner™ Professional certificate. Her background includes income tax preparation and planning. Merlyne lives in Malvern, PA with her husband Mike and sons Calvin and Chris. She has a Saint Bernard named Ku’uipo.

Natasha has over 20 years experience as a tax professional. Most recently at the Financial Advisory Group, she provided tax compliance and planning services for both businesses and individuals. She has also done work as a tax compliance specialist for publicly held corporations. She joined the Wealth Enhancement Group in 2024. Away from the firm, Natasha enjoys traveling and spending time with her family.