The H Group, Inc.

Katherine Keppel is a CFP® professional with 22 years of industry experience. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and previously worked for The H Group, Inc. for ten years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Jessica Tierney is a CFP® professional with nine years of industry experience. She has been with The H Group, Inc. since 2017 and previously worked at Tejera & Associates, LLC. The H Group, Inc. is an SEC-registered, fee-only investment adviser serving individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $580 million in discretionary assets and offers investment supervisory, portfolio management, consulting, and financial planning services through a multi-advisor model.

Laurence Hanslits is a CFP® with 28 years of industry experience. He has been with The H Group, Inc. since 1997 and also works with Wealth Enhancement Advisory Services. The H Group, Inc. is a fee-only investment adviser serving individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages broadly diversified global equity and fixed-income portfolios using a systematic approach tailored to clients’ risk tolerance and preferences, and offers investment supervisory, consulting, and financial planning services through a multi-advisor model.

Scott Maxwell is a CFP® professional with 25 years of experience in financial advising. He has been with The H Group Washington, Inc. since 2019 and previously worked within related entities of The H Group dating back to 2000. The H Group Washington, Inc. is a fee-only, SEC-registered investment adviser serving individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $256 million in discretionary assets for about 200 clients through a team of six advisors, offering services that include investment management, financial planning, and consulting with an investment approach focused on broadly diversified, ETF-based portfolios tailored to client risk tolerance and time horizon.

Chyrle Pinkerton is a CFP® professional with 25 years of experience, currently serving as a financial advisor at The H Group, Inc. in Boise, ID, where she has worked since 2000. She holds Series 63 and Series 65 licenses and specializes in comprehensive financial planning and investment advisory services. The H Group, Inc. is a fee-only, SEC-registered investment adviser managing approximately $580 million in discretionary assets. The firm serves individuals, businesses, pension plans, trusts, estates, and charitable organizations, employing a multi-advisor model to provide diversified portfolio management and financial planning tailored to client-specific risk tolerance and goals.

Mikki Burdine is a Series 65 licensed financial advisor with four years of industry experience. She has worked at The H Group, Inc. since 2024 and previously spent 13 years with MGM LLC. The H Group, Inc. is an SEC-registered, fee-only investment adviser managing approximately $580 million in discretionary assets. The firm serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering diversified global equity and fixed-income portfolios with a systematic rebalancing approach tailored to clients’ risk tolerance and preferences.

Dale Hadley is a CFP® with 33 years of industry experience, currently serving at The H Group, Inc. in Portland, OR, where he has worked since 1992. He is a member of the Board of Trustees at George Fox University, his alma mater. The H Group, Inc. is an SEC-registered, fee-only investment adviser managing approximately $580 million in discretionary assets, serving individuals, businesses, and charitable organizations through a multi-advisor model. The firm employs a systematic approach to constructing diversified global equity and fixed-income portfolios tailored to clients’ risk tolerance and preferences.

David Hogans is a financial advisor with The H Group, Inc. in Albuquerque, NM, holding a Series 65 designation and seven years of industry experience. Prior to joining The H Group, he worked at Intelligent Investing Incorporated and Wealth Enhancement Advisory Services. He is also a licensed attorney in Virginia and New Mexico, as well as before the Federal Patent Bar, though he is not currently practicing law. The H Group, Inc. is a fee-only investment adviser managing approximately $580 million in discretionary assets as of December 31, 2024. The firm serves individuals, businesses, and various institutional clients, employing a systematic approach to diversified global equity and fixed-income portfolios tailored to clients’ risk tolerance and goals.

James Sager Jr. is a CFP® and Series 65-licensed advisor with seven years of industry experience. He has worked at The H Group, Inc. for eight years and has also been associated with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2026. Prior to that, he spent 13 years at FocusPoint Solutions, Inc. The H Group, Inc. is a fee-only, SEC-registered investment adviser serving individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $580 million in discretionary assets and employs a multi-advisor model to provide investment supervisory, portfolio management, consulting, and financial planning services tailored to clients’ risk tolerance and goals.

Fred King is a CFP® professional with 20 years of experience in the financial advisory industry. He has been with The H Group Washington, Inc. since 2019 and has prior experience at Wealth Enhancement Advisory Services. The H Group Washington, Inc. is a fee-only, SEC-registered investment adviser serving individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $256 million in discretionary assets for about 200 clients through a team of six advisors, focusing on broadly diversified, ETF-based portfolios tailored to each client’s risk tolerance and time horizon.

Michael Albillar is a CFP® professional with 11 years of industry experience. He is currently with The H Group, Inc. and has previously worked at MGM, LLC. The H Group, Inc. is an SEC-registered, fee-only investment adviser serving individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages diversified global equity and fixed-income portfolios using a systematic approach tailored to clients' risk tolerance and preferences through a multi-advisor model.

Lindsay Burton is a financial advisor at The H Group, Inc. in Portland, OR, holding a Series 65 designation with four years of industry experience. Prior to joining The H Group in 2019, she worked at CGC Financial Services, LLC from 2015 to 2017 and took two years as a homemaker. The H Group, Inc. is an SEC-registered, fee-only investment adviser managing approximately $580 million in discretionary assets. The firm serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering diversified global equity and fixed-income portfolios tailored to clients’ risk tolerance and preferences through a multi-advisor model.

Rodney Cook II is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The H Group, Inc., ValMark Advisers, Inc., and J.P. Morgan Securities. He is active in community service, serving on the finance committee and board of directors for the Central Oregon Community College Foundation and as a trustee for Friends of the Children, a long-term mentoring program for at-risk youth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.