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. Prior to his work with BTR Capital Management, John was a senior executive at a large privately held company, where he served in several capacities, including Chief Financial Officer and Trustee and Administrator of the company's employee benefit plans.

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.

Pete has provided investment portfolio design and management services for individuals and small business owners for over 25 years. In his current role as a financial advisor with Wealth Enhancement, Pete uses his experience and unique perspective to take a hands-on, customized approach to helping his clients achieve their long-term financial goals for a safe and secure retirement. 

Andrew began his career in financial services at JPMorgan Chase in 2017. As a banker, he worked closely with individuals, families and business owners to support their everyday banking needs — offering personalized guidance and building strong, lasting relationships along the way. In 2023, he joined Steven Brett’s team at Marcum Wealth, continuing in a client service capacity before being promoted to Associate Financial Advisor on the Aurum Brett team at Wealth Enhancement.

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.

Prior to joining the Cardan Team at Wealth Enhancement Group in 2023 as a financial planner, Kyle worked as a research assistant at the Hoover Institution at Stanford University. During that time, he analyzed key policy data from the Federal Open Market Committee at the Federal Reserve, equipping him with valuable insights into economic trends and their effects on financial decision-making.

Steve spent nearly a decade working as an engineer before pursuing his passion for helping people meet their financial goals. In 1993, he founded an independent advisory firm with a client-first approach to financial planning before joining forces with Atlas Financial. As a member of the National Association of Financial Planners (NAPFA), Steve advocates for ethical financial planning practices and supports the development of aspiring advisors, serving as Chair of the National Board from 2018-2019.

Brad started his career as a CPA and auditor, but his desire for knowledge soon led him deep into the investment and insurance fields. Over the course of his career, Brad has held many positions, including being the owner or partner in various insurance agencies and financial advisory firms.

Chad has played an instrumental role in the Hockert-Whiley-Essman team’s success for nearly a decade. His passion is educating clients about the risks they face in retirement by breaking down complex situations into easy-to-understand pieces so they can make the best financial decisions for their retirement. He enjoys helping clients pursue their retirement goals by leveraging his financial background and unique combination of designations.

Ken studied neuropsychology at Harvard while producing operas and orchestra concerts in his “spare time”. That’s also when Ken started investing for himself and his family, and his experience as an active investor now spans more than 45 years. Post med school and residency, Ken worked as an internist at Harvard University Health Services, then came to Southern California to work at Kaiser-Permanente.