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.

Jaclynn Parent is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2016 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she serves as a trustee and holds power of attorney responsibilities in a trust based in Wixom, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Celena Howard is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Matthews is a financial advisor with OSAIC based in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior affiliations include Affiliated Advisors, Inc., Royal Alliance Associates, Inc., MJM Associates, Inc., where he is also president, and The Merchant Group. He provides non-securities fiduciary consulting, insurance services, and employee benefits through MJM Associates and sells fixed insurance products as a sole proprietor. OSAIC serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed-account solutions.

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.

Corey Wacker is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he is the owner of CW Wealth and serves as a high school sports official. He is also a minority owner of Great Lakes Entry Systems, a shoreline and marine products business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Andrew Gagne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Northville, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, Gagne is the owner of New World Financial and is also affiliated with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, with a notable affiliation supporting municipal and public finance work.

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.”

Benjamin Hogg is a financial advisor with Edward Jones in Farmington, MI, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in music as a performer, teacher, and promoter through Benny Edwards Enterprises, and he founded The Flamingo Incident, a fundraising committee that produces music concerts to raise money for cancer. Hogg also serves as a board member for the Farmington/Farmington Hills Neighborhood House and participates in several local business and community organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network as well as affiliated services including trust and securities-based lending.