BPU Investment Management has Partnered with Wealth Enhancement Group 

William Berkowitz

Senior Vice President, Financial Advisor
Series 4, 7, 24 & 63 Securities Registrations¹, Series 65 Advisory Registration,²

bberkowitz@wealthenhancement.com 

William founded BPU Investment Management in 1985, and became part of Wealth Enhancement Group when the two firms joined forces. In addition to working with individual clients on their financial goals, William provides investment guidance to credit unions and charitable, religious and fraternal organizations. He enjoys sharing his broad knowledge with these organizations through lectures and by writing on investing and portfolio strategies for credit unions.

• BS, The Pennsylvania State University
  
  

Paul J. Brahim

Managing Director, SVP — Financial Advisor 
CFP®, AIFA®
Series 6, 7, 24, 53 & 63 Securities Registrations¹, Series 65 Advisory Registration,²

pbrahim@wealthenhancement.com 

Paul has truly lived the American Dream - beginning his career in financial services with no formal training and rising through the ranks to hold prestigious positions like CEO of BPU Investments. As an advisor at Wealth Enhancement Group, Paul uses his financial planning, investment management and business skills to work with CEOs on their retirement and succession plans.  He also provides guidance with regard to their employee retirement and financial wellness programs. He is very active in his community with organizations like the Heritage Community Initiative, the Navy Seal Foundation and the Financial Planning Association. He has also acted as an expert witness for a variety of legal cases. Paul stays active by swimming, biking and running; as well as tackling Colorado’s famous fourteeners.

• BS, Washington and Jefferson College
• CERTIFIED FINANCIAL PLANNER™ Professional
• Accredited Investment Fiduciary Analyst®
• Five Star Wealth Manager (2013-2019)*

Michael Haley

Senior Vice President, Financial Advisor
CFP®
Series 7 Securities Registration¹, Series 24 & 66 Advisory Registrations,² Insurance License

mhaley@wealthenhancement.com 

Using his nearly 20 years of experience in wealth management, Michael works to provide clients with full-service, long-term financial solutions. As part of his overall strategy, he considers each individual’s unique stage in life and the events that may affect reaching their goals. He volunteers with the Financial Planning Association and enjoys being involved with his local church. Michael lives in Shenango Township with his wife and the couple’s two children. For fun, he enjoys golf and TPI training as well as watching movies.

• BA, Indiana University of Pennsylvania 
• Masters Certificate in Human Resources, La Roche University 
• CERTIFIED FINANCIAL PLANNER™ Professional 

Jason P. Brahim

Vice President, Financial Advisor
CFP®
Series 7 & 79 Securities Registrations¹, Series 66 Advisory Registration,² Insurance License

jbrahim@wealthenhancement.com 

Jason has been working in the financial services industry since 2005, working for firms like Chase Financial Services and BNY Mellon before joining Wealth Enhancement Group. He takes pride in providing individual and institutional clients with sound advice, addressing their short-term and long-term financial goals. Jason enjoys collaborating with his colleagues and is a member of the Financial Planning Association.

• BA, Washington and Jefferson College
• CERTIFIED FINANCIAL PLANNER™ Professional 

Mark A. Ceraso

Vice President, Financial Advisor
CFP®, CRPC®†
Series 7 Securities Registration¹, Series 65 Advisory Registration,² 

mceraso@wealthenhancement.com 

Mark’s approach to wealth management includes taking into consideration all stages of life and the different goals and objectives that come along with them. He equips his clients with long-term financial plans that help to reach each targeted milestone and incorporate risk management. Mark is a member of the Financial Planning Association.

• BA, University of Pittsburgh 
• CERTIFIED FINANCIAL PLANNER™ Professional 
• Chartered Retirement Planning Counselor℠

Michael L. Fetterolf

Vice President, Financial Advisor
MBA, AIF®
Series 7, 28 & 63 Securities Registrations¹, Series 24 & 65 Advisory Registrations,² 

mfetterolf@wealthenhancement.com 

Michael specializes in investment strategy and management, as well as comprehensive financial advice and retirement planning for high net-worth individuals. He has an extensive background in wealth management including Mellon Bank and BPU Investment Management. Michael lives on a farm with his wife and daughter. He cherishes spending time with his family and enjoys the outdoors while hiking, hunting and fishing. Michael is an avid volunteer in his community of Somerset.

• MBA, University of Pittsburgh 
• BS, Susquehanna University  
• Accredited Investment Fiduciary®

Robert Standish 

Vice President, Financial Advisor
JD, CFP®
Series 7 Securities Registration¹, Series 24 & 66 Advisory Registrations,² 

rstandish@wealthenhancement.com 

Robert has been a leader in the financial services space for many years, most recently as Managing Director of Wealth Management at BPU Investment Management. He works with clients to develop comprehensive financial plans that address all stages in life while incorporating estate and income tax planning. As a licensed mediator and collaboratively trained attorney/financial neutral, he enjoys working with fellow advisors to offer clients guidance on a variety of subjects including dispute resolution. Robert is happily married and the couple has two children. As a self-described “recovering triathlete”, he spends as much of his time as possible outdoors cycling, trail running, mountain biking and generally getting dirty with his family.

• JD, University of Pittsburgh School of Law
• BA, Denison University 
• CERTIFIED FINANCIAL PLANNER™ Professional
• Licensed Attorney, Commonwealth of Pennsylvania

Sheyna L. Anderson

Regional Operations Manager

sanderson@wealthenhancement.com 

Robert A. Unkovic

Managing Director, SVP — Financial Advisor 
Series 7, 24, 63 & 79 Securities Registrations¹, Insurance License 

runkovic@wealthenhancement.com 

Robert has more than thirty years of experience in the securities industry, most recently as President of BPU Investment Management and joined Wealth Enhancement Group through a partnership with that firm. Robert enjoys working with high and ultra-high net worth families to develop long-term strategies that take into consideration their risk tolerance and overall financial goals. He sits on the board of directors for ACHIEVA, Old Joe Charities and the National Rifle Association Foundation. Robert and his wife have been married for 32 years and have three adult children. For fun he enjoys hunting, fishing and building wooden boats.

• BS, Ohio State University 

Anita M. Buerkle

Vice President, Financial Advisor  
MBA
Series 7 Securities Registration¹, Series 66 Advisory Registration,² Insurance License 

abuerkle@wealthenhancement.com 

Anita has nearly 30 years of experience as a financial advisor, focusing on overall wealth management, as well as retirement and estate planning. She enjoys helping clients define their financial goals and creating plans that work towards achieving them. Prior to joining the finance industry, Anita worked in the medical field which helped her develop an ability to truly connect with the individuals she serves. She is involved locally with elections and voting rosters, and in her free time enjoys reading non-fiction and exploring genealogy.

• MBA, University of Pittsburgh
• BS, University of Pittsburgh
• Five Star Wealth Manager (2015 & 2016)*

Kimberly A. Milburn

Client Service Associate

kmilburn@wealthenhancement.com 

John D. Baker

Vice President, Financial Advisor 
AIFA®
Series 7, 24 & 63 Securities Registrations¹, Series 66 Advisory Registration,² Insurance License

jbaker@wealthenhancement.com 

A seasoned member of the wealth management industry, John has been working in the field for more than three decades. He partners with clients to define their unique financial objectives and develop personalized plans to help them manage those goals, paying close attention to life events that may dictate revisions in order to continue towards their target. John and his wife Pamela have been married for 32 years. John is passionate about making wine, cheese and sopressata and enjoys the occasional cigar.

• Accredited Investment Fiduciary Analyst®

W. Lawrence Bush 

Vice President, Financial Advisor 
Series 7, 24 & 63 Securities Registrations¹, Insurance License 

lbush@wealthenhancement.com 

Larry’s extensive career in financial services has allowed him to witness monumental moments in the industry, including when the OPEC oil embargo caused the DOW to drop nearly in half and the monumental day when 10 million shares were first traded. He enjoys working with clients who are just beginning their careers, as well as high net worth individuals. His approach to wealth management includes asking pertinent questions, listening carefully to clients and working towards the right solutions for each individual’s unique needs. Larry is the President of the Uniontown Public Library Board of Directors, and is a former golfer who holds two course records. He is widowed with three children, all who have earned master’s degrees. 

Devan M. White

Vice President, Financial Advisor 
CFP®
Series 7 Registration¹, Series 66 Advisory Registration,² Insurance License 

dwhite@wealthenhancement.com 

Devan began her career in financial services working with a small business lender before transitioning to wealth management, holding a variety of roles on the team which allowed her to gain a in-depth perspective on all aspects of the client experience. She is very active in her community, serving as the President of the Fayette Chamber of Commerce who awarded her the Herman Buck Award in 2014, and in 2018 she was given the Boy Scouts of America Salute to Women Young Professional Award. Devan lives in Perryopolis with her husband Doug and sons Tripp and Lucas. She enjoys home improvement projects, travel and really good food.

• BA, Gettysburg College
• Executive Certificate in Financial Planning, Duquesne University
• CERTIFIED FINANCIAL PLANNER™ Professional