Ash Matson Wealth Partners, Inc.

Benjamin Luke is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and three years of industry experience. He has also been managing his own businesses in Marksville, LA, including Benjamin Luke Abstract & Title Co., LLC, which provides title insurance products, and Benjamin A. Luke, Attorney at Law, LLC, where he practices law. Ash Matson Wealth Partners offers advisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm recommends and facilitates engagements with third-party advisers based on an individualized asset-allocation process, monitoring performance without directly managing client portfolios or custodying assets.

Richard Quarantello is a Series 65-licensed advisor with Ash Matson Wealth Partners, Inc. in Palm City, Florida. He has one year of experience in the financial industry and has also worked at City Furniture since 2012. Ash Matson Wealth Partners serves individuals and various institutional clients by recommending third-party advisers to implement investment strategies based on individualized asset allocation. The firm does not manage portfolios directly but monitors third-party adviser performance while acting as a solicitor and sharing advisory fees.

Brynn Walden is a financial advisor with Ash Matson Wealth Partners, Inc. based in London, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Ash Matson, Walden worked for Platinum Capital Advisors LLC for 10 years and has been involved with Southern Cross Management Ltd since 1993. Outside of advising, Walden is active in real estate development and management through multiple partnerships and development companies. Ash Matson Wealth Partners provides advisory services to individuals and various institutional clients by recommending third-party advisers to implement investment strategies. The firm uses a personalized asset-allocation process based on client goals and risk tolerance but does not directly manage client portfolios or custody assets.

Joseph Matson is a ChFC® and Series 63 licensed advisor with 53 years of industry experience. He has been with Ash Matson Wealth Partners, Inc. for 14 years. Outside of advisory work, he serves as an insurance agent and as a consultant for Matson Money. Ash Matson Wealth Partners is a team-based firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm recommends third-party advisers for portfolio implementation, using an individualized asset-allocation process and monitors TPA performance without exercising investment discretion or custody.

Jeffrey Kazmierski is a financial advisor at Ash Matson Wealth Partners, Inc. in Petoskey, MI, holding a Series 65 designation with one year of industry experience. He has worked at Ash Matson Wealth Partners since 2025 and has additional experience since 2012 with Apple Pie Properties, LLC. Ash Matson Wealth Partners provides advisory services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm typically recommends third-party advisers to implement client investment strategies, using an individualized asset-allocation process based on clients’ goals and risk tolerance.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 designation and bringing 20 years of industry experience. He has worked with Prime Investment Partners, LLC and Allocated Alliances, LLC, and also maintains a concurrent career as a medical doctor in Houma, Louisiana. Ash Matson Wealth Partners offers advisory services primarily by recommending third-party advisers to a diverse client base, including individuals and institutions. The firm employs a tailored asset-allocation process and monitors third-party adviser performance without exercising direct investment discretion or custody of client assets.