Wealth More Enterprise, Inc.

Kevin Matthews is a financial advisor at Wealth More Enterprise, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at WillowTree, Novozymes, and Citigroup. Outside of his advisory role, Matthews is the CEO and owner of Building Bread, an education-focused business where he also serves as an author and speaker. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm combines proprietary algorithms and human consultations to manage discretionary portfolios via a wrap-fee program.

Cory Falade is a financial advisor at Wealth More Enterprise, Inc. with two years of industry experience. He holds a Series 65 credential and previously worked at Freeman Capital. Outside of his advisory role, he serves as an Accounting Manager at Stream Realty, a commercial real estate firm. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm uses proprietary software and algorithms to manage discretionary, ETF- and mutual fund-based portfolios and offers clients tiered plans with in-app access to human advisors.

Desiree Fisher is a CFP® and Series 65 registered advisor with four years of industry experience. She currently works at Capital Area Planning Group and has previously held positions at several firms including CIC Wealth, Freeman Capital Advisors, and Francis Financial. Outside of her advisory role, she owns Coell's Legacy, a consulting business focused on estate and elder care planning for individuals and families. Capital Area Planning Group serves individual clients, including high-net-worth individuals, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and employee benefit plan consulting. The firm builds customized, actively managed portfolios based on Modern Portfolio Theory and fundamental analysis, tailoring strategies to client risk tolerance and tax considerations.

Tanya Frias is a CFP® professional with 23 years of experience in the financial industry. She is currently affiliated with Wealth More Enterprise, Inc. and also advises at Andwise and Quantitative Finance LLC, where she is involved in financial education and advising on business and compliance strategy. Her prior roles include positions at Freeman Capital, Massachusetts Mutual Life Insurance Company, Wells Fargo Advisors, and JP Morgan Securities. Wealth More Enterprise, Inc. serves individual U.S. investors through a primarily digital platform, offering discretionary portfolio management via a proprietary algorithm-driven wrap-fee program combined with access to human advisors. The firm manages diversified model portfolios and integrates algorithmic rebalancing with scheduled consultations.

Jacob Stewart is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wealth More Enterprise, Inc., where he has worked since 2024, and also has ongoing experience at Brightside since 2022. His previous roles include positions at Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of his advisory work, Stewart is involved with Brightside as a financial assistant. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm offers discretionary portfolio management via a wrap-fee program that integrates proprietary algorithms with human advisor consultations and serves clients through tiered plans and app-based access.