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Timothy S

Series 65

Utica, MI

STRATEGIC WEALTH ADVISORS GROUP, Inc.

Timothy Sullivan is a financial advisor at Strategic Wealth Advisors Group, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at the firm since 2014. In addition to his advisory role, he is the CEO and founder of Strategic Wealth Insurance Group, where he focuses on life insurance, annuity, and federal employee benefits sales. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and provides ERISA plan services, along with public educational seminars on investment topics.

Income planning General tax planning Roth conversion strategy General estate planning guidance Long-term care insurance Retired
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Kenneth A

Series 65

Utica, MI

STRATEGIC WEALTH ADVISORS GROUP, Inc.

Kenneth Arafat is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI. He holds a Series 65 designation and has been with the firm for one year. Prior to joining the firm, he worked in retail and food service industries. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm primarily allocates client assets to independent managers and conducts ongoing monitoring, combining fundamental and technical analysis in its planning approach.

Income planning General tax planning Roth conversion strategy General estate planning guidance Long-term care insurance Retired
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Emily P

Series 66

Utica, MI

STRATEGIC WEALTH ADVISORS GROUP, Inc.

Emily Pehlis is a financial advisor at Strategic Wealth Advisors Group, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at MassMutual Great Lakes and Dynamic BDC. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, through financial planning, consulting, and discretionary investment management. The firm primarily allocates client assets to independent registered managers and offers ERISA plan services along with public educational seminars on investment topics.

Income planning General tax planning Roth conversion strategy General estate planning guidance Long-term care insurance Retired
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Brandon R

Series 66

Utica, MI

STRATEGIC WEALTH ADVISORS GROUP, Inc.

Brandon Ramirez is a financial advisor at Strategic Wealth Advisors Group, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is also licensed as an insurance agent, selling various insurance products. Strategic Wealth Advisors Group serves individual clients, including high-net-worth households, through financial planning, consulting, and discretionary investment management, often utilizing independent sub-advisors. The firm also provides ERISA plan services and conducts public educational seminars on investment topics.

Income planning General tax planning Roth conversion strategy General estate planning guidance Long-term care insurance Retired
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Hunter M

Series 66

Utica, MI

STRATEGIC WEALTH ADVISORS GROUP, Inc.

Hunter Mateer is a financial advisor at Strategic Wealth Advisors Group, Inc. in Utica, MI, holding a Series 66 designation with three years of industry experience. Prior to joining Strategic Wealth Advisors Group in 2025, he worked for MassMutual Life Insurance Co and MML Investors Services, LLC from 2020 to 2025. Strategic Wealth Advisors Group serves individual clients, including high-net-worth individuals, offering financial planning, consulting, discretionary investment management, and retirement-plan advisory services. The firm combines fundamental and technical analysis in its planning and utilizes registered independent managers for investment management, providing public educational seminars and a defined ERISA service line.

Income planning General tax planning Roth conversion strategy General estate planning guidance Long-term care insurance Retired
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Jason R

Series 65

Utica, MI

STRATEGIC WEALTH ADVISORS GROUP, Inc.

Jason Recchia is a financial advisor at Strategic Wealth Advisors Group, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Strategic Wealth Advisors Group, he worked at Ameriprise and has diverse experience including roles outside the financial sector. He is also affiliated with University of Detroit Jesuit High School and Academy. Strategic Wealth Advisors Group provides financial planning, consulting, and discretionary investment management primarily for individual and high-net-worth clients. The firm emphasizes the use of independent sub-advisors for portfolio management and offers ERISA plan services and public educational seminars.

Income planning General tax planning Roth conversion strategy General estate planning guidance Long-term care insurance Retired
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