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Advisor Team

Brahim Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Brahim team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Pittsburgh, PA

Advisor Team

Pillar Pacific Team

Since 1993, our team has provided active portfolio management and total wealth management solutions. We adopt institutional asset management methodologies to construct customized, tax-efficient portfolios diversified by sector, industry, and company size. Our comprehensive services include investment management with individual securities and advanced estate, retirement, tax, and risk management planning, both onshore and offshore.

San Marino, CA

Advisor Team

Dempsey Team

Every client has unique needs and goals, so every investment approach should be just as individualized. We offer customized financial plans and asset management in a no-pressure environment. With over 30 years of experience providing fiduciary advice in the greater Burlington, Vermont area, we’re committed to responding to your questions promptly and treating every concern with care.

South Burlington, VT

Advisor Team

Guidance Team

With a mission to provide trusted guidance that improves both financial well-being and overall quality of life, we offer a wide range of fiduciary financial services to families and individuals, and to businesses at every stage of development.  Our holistic approach integrates and coordinates various services to create a well-rounded experience.

Elkhart, IN

Advisor Team

GSEL Team

“GSEL” stands for Give, Serve, and Enjoy Life. We want to help guide families on a path that makes work optional and design a plan that leads to the freedom to give, serve, and enjoy life. Our investment approach seeks “good returns” for our clients—not just in performance, but in feeling good about the companies they own. We seek to gain clients through education and continue adding value over time by providing ongoing educational resources and opportunities.

Lee’s Summit, MO

Advisor Team

Webb Team

The Webb Team at Wealth Enhancement Group is a premier advisory practice led by Nicole Webb, a Forbes-recognized financial advisor known for her strategic insight and deep commitment to client success. With extensive experience serving high-net-worth families, foundations, and institutions, Nicole delivers personalized planning that empowers clients to make confident, informed decisions.

Brentwood, TN

Advisor Team

Manwaring Team

Our team specializes in helping individuals and families navigate their financial journey with clarity and confidence. We simplify complex investment strategies and create customized financial plans designed to provide confidence, freedom, and a fulfilling retirement. By taking the time to truly understand each client’s goals, values, and concerns, we deliver personalized guidance that reflects what matters most.

Gilbert, AZ

Advisor Team

Cherry Creek Team

At the Cherry Creek Team, we love what we do because we believe we are making meaningful differences in people’s lives. Our team is led by Marti Awad, who has 28 years of experience working in capital markets and a background in working as a practicing tax attorney before wealth management. Together, we offer comprehensive financial guidance to address our clients’ financial well-being.

Denver - Cherry Creek, CO

Advisor Team

Mickelson-Jenkins Team

We believe clients are most likely to achieve their financial goals when every part of their estate is working in harmony. We work with their existing professionals or introduce our own to align their investment plan with their income plan, tax plan, insurance plan, and estate plan. By aligning these components, we can help clients maximize their financial efficiency, minimize risks, and strive to reach their long-term goals.

Logan, UT

Advisor Team

Archer Team

We work as a collaborative team of financial advisors and support professionals focused on helping individuals and families make informed financial decisions. Through a team-based approach that includes experienced advisors and dedicated support professionals, we aim to provide guidance that aligns with each client’s situation and goals.

Overland Park, KS