Hear about us on Radio or TV? 1-800-492-1222 Client Access Individuals & Families Businesses Resources About Locations Request a Meeting BPU Investment Management has Partnered with Wealth Enhancement Group Your Advisors, Plus a Comprehensive Team of Wealth Management Specialists We’re happy to announce that BPU Investment Management has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area. Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients. Your team in Pittsburgh and Western Pennsylvania won’t change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams. Meet 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 BPU Investment Management. They’ll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond. Should you have any questions, please call us at (412) 288-9150. Pittsburgh Office Your team in Pittsburgh hasn't changed. We will continue to work side by side with you to simplify your financial life. Contact our Pittsburgh Office 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 Justin Brahim FPQP™ Client Service Manager jpbrahim@wealthenhancement.com Greensburg Office Your team in Greensburg hasn't changed. We will continue to work side by side with you to simplify your financial life. Contact our Greensburg Office 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 Uniontown Office Your team in Uniontown hasn't changed. We will continue to work side by side with you to simplify your financial life. Contact our Uniontown Office 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 Access Your Accounts Please use the links below for access to our partner sites. Please contact the Pittsburgh office at (412) 288-9150 with any questions related to your accounts. Client Dashboard Log in here for your consolidated personal information and financial plan (formerly accessed through BPU Dashboard). Retirement Plan Participants EPIC Fidelity Paychex PCS ¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial. * Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers. † CRPC conferred by the College for Financial Planning. Welcome A Team Approach Pittsburgh Office Greensburg Office Uniontown Office Client Log-In Also of Interest: Advisors2 Pittsburgh Area Financial Advisors Named...CJM Wealth Management has Partnered with... About Us Locations FAQs Careers NorthCrest Asset Management Legal Privacy Your California Privacy Rights Security BrokerCheck Contact Us Phone: 1-800-492-1222 Email: info@wealthenhancement.com Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. WEAS ADV Part 2A with Form CRS Form CRS WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1 This site has been published for residents of: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY ONLY. By entering, you certify that you are a resident of one of these states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security. © 2021 Wealth Enhancement Group. All rights reserved.