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.

Brian began his career in retail banking in 2010. Over the years, he has held various roles as a VP Financial Advisor, investment officer, investment solutions representative, regional sales director — and his current position as a financial advisor with the Cardan Team at Wealth Enhancement.

Matt has spent the past 18 years of his career focusing on business development and client-facing advisory roles in the financial services industry. Before joining Wealth Enhancement, Matt spent five years as a Senior Business Development and Wealth Advisor at The Mather Group, two years as a VP/Regional Director with Doyle Wealth Management, two years as a VP/Regional Manager with Bank of the West, and nearly eight years with Fidelity Investments.

Jason is passionate about using his skill and experience as a tax counselor to provide sophisticated wealth planning solutions to high-net-worth clients and their businesses. He has previously served as an Executive Director and Wealth Advisor at J.P. Morgan Chase, where he helped ultra-high-net-worth clients with issues ranging from estate and tax counseling to business succession and other personal planning strategies.