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Our Team

A Team Approach to Comprehensive Wealth Management

Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.

You’ll continue to work with your team from OneSource Retirement Advisors, now known as the O’Brien-Ortner Team. Your advisory team is now backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life: From planning and investments to tax strategies, estate planning and beyond.

Should you have any questions, please call our Malvern office at (610) 251-9393.


John O’Brien_Gray

John O'Brien

Senior Vice President, Financial Advisor
CFP®

(484) 842-0118 jobrien@wealthenhancement.com

John has more than 30 years of experience in the financial services industry, bringing a strong background in investment management, portfolio construction and retirement income strategies to his role as a financial advisor. John enjoys helping his clients understand that a successful financial plan requires much more than making stock selections and supports them in employing strategies that help them achieve their life goals.

As a CERTIFIED FINANCIAL PLANNER Professional since 1996, John is also a former president of the Philadelphia Tri-State Financial Planning Association. He has made appearances on CNN and Fox News and has written financially-focused articles for magazines and newspapers.

John, his wife Wendy and their son Owen live in Chester Springs, Pennsylvania. John enjoys spending his free time in his backyard with his family, their dog and their friends. He is an automobile and Porsche enthusiast who enjoys car events and racing.

  • BS, San Diego State University
  • University of Pennsylvania Wharton School of Business Executive Program
  • CERTIFIED FINANCIAL PLANNER™ Professional


Frank Ortner III_Gray

Frank Ortner III

Senior Vice President, Financial Advisor
CPA, PFS

(484) 842-0119 fortner@wealthenhancement.com

Frank has more than 20 years of experience in the financial services industry. In his role as a financial advisor, he enjoys helping clients with advanced financial planning, tax planning and small business issues. Frank spent the early part of his career in a public accounting firm specializing in small business and personal income taxes.

Frank attained the Personal Financial Specialist (PFS) designation from the AICPA, a designation available only to CPAs who demonstrate knowledge and understanding of all areas of financial planning.

In his free time Frank enjoys reading and learning about topics ranging from philosophy to sports and automobiles. Frank lives in Chester Springs, Pennsylvania with his wife and two children.

  • BS, Villanova University


Bill Helstowski_Gray

Bill Helstowski

Vice President, Financial Advisor
Series 65 Advisory Registration, PA Insurance License

(610) 256-2040 bhelstowski@wealthenhancement.com

After 25 years holding a number of executive management positions in the corporate world, Bill has spent the last 14 years in the financial services industry helping successful professionals prepare for retirement. He joined Wealth Enhancement Group through the 2018 partnership with OneSource Retirement Advisors.

Bill has been active with Business Leaders of Wayne, Pennsylvania, Toastmasters of Chester County and with local service programs. He lives in Chadds Ford, Pennsylvania with his wife Lucy. He is an avid golfer, scuba diver and musician.

  • MS, University of Vermont
  • BS, University of Vermont

 


Amanda Holden_Gray

Amanda Holden

Senior Client Service Manager

(484) 842-4907  aholden@wealthenhancement.com

Amanda has been a key team member in Malvern for 14 years, bringing portfolio statement, trade, deposit, asset transfer and beneficiary designation experience to her role as Senior Client Service Manager. She focuses on helping clients manage their assets while also ensuring they receive an excellent client experience.

Amanda lives in Phoenixville, Pennsylvania and is a Jeep and motorcycle enthusiast. She supports local dog rescue efforts and enjoys spending time outdoors with her own five rescue dogs.

 


Merlyne Miner_Gray

Merlyne Miner

Senior Client Service Manager

(484) 329-8289 mminer@wealthenhancement.com

Merlyne joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors. As a Senior Client Service Manager, 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. In her free time she enjoys hiking and traveling.

  • BS, Grand Canyon University


Roseanne Teti_Gray

Roseanne Teti

Senior Client Service Manager
EA

(484) 842-4905 rteti@wealthenhancement.com

Roseanne brings 11 years financial services industry experience to her role as a Senior Client Service Manager with the O’Brien-Ortner Team. In her role, she supports clients by researching financial planning issues related tax planning, estate planning and insurance, among other things. She joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors.

Roseanne lives in Downingtown, Pennsylvania with her husband Greg. She enjoys walking, hiking, reading and horseback riding.

  • Enrolled Agent with the Internal Revenue Service
  • BA, Immaculata University

Heidi Milowicki_Gray

Heidi L. Milowicki

Office Administrator

(610) 251-9393 hmilowicki@wealthenhancement.com

As an Office Administrator, Heidi enjoys helping establish and maintain valuable client relationships with the O’Brien-Ortner Team. Prior to joining the financial services industry in 2013, Heidi worked for more than a decade as a legal assistant in Estate Planning and Estate Administration. She’s also a previous owner of a private catering company and a gourmet Christmas cookie company.

Heidi is married and has three children, two grandchildren and a Siberian Husky named Apollo. She lives in West Chester, Pennsylvania. In her free time you can find Heidi gardening, cooking, baking, working on home improvement projects or spending time with her grandchildren.



Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Malvern, PA office advisors are not affiliated with LPL Financial.