With over 35 years of experience in the financial industry, Mark was with Merrill Lynch for nine years, followed by 10 years as associate vice president and branch manager with A.G. Edwards & Sons. In his current position with Wealth Enhancement, Mark specializes in investment management, financial and estate planning, and qualified retirement plans.

After beginning his career as a teacher and a coach, Stephen transferred his passion for educating others to the financial services industry. He worked as a representative of an insurance company and an advisor for a national investment brokerage firm before founding Wise Wealth, an independent, full-service, education-based, wealth management firm, in 2007. The slogan he developed remains his motto today: First Wisdom, Then Wealth.

Early in his career as an investment adviser representative, John concentrated on improving education and advisory processes to better serve retirement plan participants, and to better assist plan sponsors with managing these plans. Later, as the co-founder and managing partner for Guidance Wealth, he worked with private clients and headed the qualified plan development team.

Over twenty years ago, Don founded Dempsey Investment Management.  After joining with Wealth Enhancement in 2025, Don was able to expand offerings and benefits to his clients. Don is dedicated to helping individuals and families achieve financial clarity and long-term success and feels the culture at WEG supports his long-term customer relationships.

As a financial advisor with Wealth Enhancement with more than 20 years of experience in financial services, Josh focuses on helping clients work toward their retirement goals through carefully crafted, customized wealth-building strategies.

Pete has a vast experience in the financial industry that started in 1987. He provides personalized, comprehensive financial planning and investment management designed to help his clients reach their goals. Pete works with individuals and families, providing investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete also helps clients with their philanthropic requests.

Mike joined Wealth Enhancement Group in 2022 through the acquisition of BTR Capital Management, bringing with him extensive experience in financial planning, investment management, and fixed income research and trading.

Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.

Dave has more than 30 years of experience in asset valuation, portfolio management, financial analysis and planning, and acquisitions. As a financial advisor at Wealth Enhancement, Dave focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits, and small businesses.  Dave is a member of the CFA Institute and the CFA Society of South Carolina. He is a past president of the Greenville Breakfast Rotary Club.

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.