Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors.

With decades of experience and an impressive list of qualifications and certifications, Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return. He believes wholeheartedly that astute financial planning is the bedrock of a well thought-out, holistic wealth management philosophy, and that removing emotion from the decision-making process is essential for any truly tactical investment strategy.

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.

For the last decade, Andrew has dedicated his career to helping everyday investors understand the complexities of global markets and how they impact personal finances. Prior to joining the Wealth Enhancement Group with the Partner Programs, Andrew spent over six years with John Hancock Investment Management where he played a vital role in business development and managing key relationships across a wide range of strategic partners.

Fraser joined Wealth Enhancement Group in 2021 through the North American Management merger. Before being named Chief Investment Officer at North American Management, he served as Director of Portfolio Management and Asset Allocation. His prior role was at Acadian Asset Management, an institutional investment management firm, where he spent several years on the portfolio management and trading teams.

As a financial advisor with Wealth Enhancement, Paul leverages his 32 years of experience in portfolio management, asset allocation, and security analysis to provide sophisticated investment strategies to a wide range of high-net-worth clients. Paul has held senior positions with financial organizations including Alliance Capital, Bank of New York and M&R Capital Management, where he served as Executive Vice President and Managing Director. 

Allen began his career in the investment industry in 1995 and previously served as the chief investment officer for FinTrust Capital Advisors. In his role with Wealth Enhancement, Allen is responsible for overseeing client portfolios and developing investment recommendations and implementation strategies for his clients.  

Mercer Treadwell is a Chartered Financial Analyst® with 25 years of experience serving individual investors, endowments, foundations, and retirement plan sponsors as both a portfolio manager and relationship manager. Throughout his career, Mercer has held key roles at FinTrust Capital Advisors, SunTrust Bank, and Creative Financial Group, where he built a reputation for delivering strategic financial solutions tailored to meet each client's unique needs.

Jack has over 27 years of financial industry experience. He began his career in corporate finance as a Financial Analyst then worked in institutional investment management serving as an Equity Analyst and Portfolio Manager for healthcare sector-focused mutual funds and long-short equity funds.

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.