Amanda Pelton is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. She joined the Kulhavi Team in May 2017 and works as part of a 16-member team that provides comprehensive and creative guidance focusing on clients' financial goals. Amanda holds a Bachelor's degree in Communications and English Literature from the University of Michigan and a Master's degree in Business Communications from Boston College, where she participated in varsity volleyball at both institutions. She has earned professional designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Amanda resides in Commerce Township with her husband and their two children. She is involved with the Angels of Hope community organization and is a member of professional groups such as the Alumni Association of the University of Michigan and The Detroit Tradesmen. Her personal interests include football, golfing, hiking, reading, and volleyball.

Tonya Pirker is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaclynn Parent is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held previous roles at J.P. Morgan Securities and Chase Investment Services Corp. Jaclynn serves as a trustee and holds power of attorney roles in trust-related matters. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Celena Howard is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Michael Matthews is a financial advisor with OSAIC based in Clarkston, MI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Royal Alliance Associates and Affiliated Advisors, Inc., and serves as president of MJM Associates, Inc., a corporation providing fiduciary consulting, insurance, and employee benefits services. Matthews is also involved in the sale of fixed insurance products under his sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection, and is notable for its scale, affiliate network, and private-equity ownership.

Ziad Dallo is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Ziad held roles as Senior Wealth Manager at CIG Capital Advisors from 2018 to 2019 and Senior Financial Consultant at TD Ameritrade from 2011 to 2018. In his role as a Financial Consultant, Ziad works collaboratively with clients to develop financial plans that address both short-term and long-term goals. He is committed to providing unbiased opinions and transparent advice to support his clients' financial well-being and peace of mind.

I am a CFP® professional and the founder of BRJ Wealth Management. I specialize in helping busy individuals and families build, manage, and preserve wealth through tax efficient wealth planning and investment management strategies. With over a decade of experience, I have developed and refined a process designed to help people achieve financial freedom so they can enjoy what matters most. Before founding BRJ Wealth Management in 2022, I helped start what became a top 5% producing advisory practice at LPL Financial among over 19,000 financial advisors nationwide. I was responsible for creating holistic strategies to meet the goals of over 200 individuals and families. I also led the investment management team where we oversaw $160 million assets under management of client portfolios. Outside of crafting financial plans, my greatest joy comes from spending time with my wonderful family. My wife, Kelli, is a dedicated elementary school teacher right here in Brighton. We've been happily married since 2016 and are kept wonderfully busy by our two daughters, Kaia (3.5) and Brecklyn (1.5). Their adorable "frenemy" dynamic provides endless entertainment! After a decade away, we're thrilled to be back in Michigan and have settled into our new home in Brighton. We're actively unpacking and eagerly reconnecting with family and friends, excited to become an integral part of the Brighton community. When I have a moment to myself, I love being outdoors – whether it's exploring local parks with the girls, playing sports, or enjoying time on the water. Even in the Michigan winters, I continue my lifelong passion for ice hockey, playing weekly in a league. You can schedule a complimentary introduction call at https://calendly.com/brjwealth/initial-strategy-call

William Wagner III is a CFP®, CFA®, and Series 66 designated advisor with Raymond James Financial Services Advisors, Inc., and has nine years of industry experience. He has been with Raymond James since 2016 and is also involved with Priestap Financial, where he serves as an associate focusing on day-to-day operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Timothy Compton is a financial advisor with Thrivent Investment Management based in Brighton, MI. He holds a Series 66 designation and has 10 years of industry experience. Compton has been with Thrivent and its affiliated entities since 2016, including a prior role at Thrivent Financial for Lutherans from 2007 to 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”