Matthew Flynn and the Sentia Wealth Team Join Cetera's Summit Financial Network to Foster Growth

Matthew Flynn and Sentia Wealth Join Cetera

In a notable industry shift, veteran financial advisor Matthew Flynn, CEPA®, has transitioned from Ameriprise Financial Services LLC to Cetera's Summit Financial Networks, bringing along his dedicated team at Sentia Wealth. With approximately $228 million in assets under administration, Flynn aims to leverage Cetera's robust growth support and marketing services to enhance his multi-generational practice based in Troy, Michigan.

A Strategic Move for Growth

Matthew Flynn, the owner and managing partner of Sentia Wealth, expressed his motivation for this significant move, stating, "We are looking for broad-based growth support, particularly in customized marketing services that resonate with our values and objectives." His team comprises seven professionals, including his daughter, Maria Flynn, who serves as an administrative assistant, reflecting the practice's commitment to family and long-term partnerships.

Sentia Wealth specializes in comprehensive management of corporate retirement plans, ensuring firms meet regulatory compliance while facilitating fiduciary oversight and enhancing employee financial wellness. Furthermore, they offer personalized wealth management solutions tailored to the unique needs of individual clients and families. Flynn emphasized the firm's commitment to building trust and transparency with clients, focusing on long-term relationships that yield effective financial strategies.

Cetera’s Unique Offerings

Cetera’s appeal to Flynn's team lies in its innovative marketing capabilities, such as the IntelligenceEngine—an AI-powered suite of tools that assists financial professionals in optimizing their practices through data analysis and actionable strategies. Tom Halloran, leader of the Cetera Advisor Channel, highlighted how these advanced marketing solutions empower advisors to effectively engage with their clients. Flynn noted, "With Cetera's support, we can strengthen our client connections and drive measurable outcomes by efficiently utilizing our existing client data."

The transition to Cetera opens doors for Flynn and his team, as they gain access to a multi-channel ecosystem designed to empower advisors with personalized support and flexible affiliation models, ultimately contributing to ongoing growth and scalability.

Commitment to Excellence

Flynn's strategy of delivering tailored financial solutions transcends just hard returns; it integrates principles of integrity, transparency, and results-oriented planning. By aligning with Cetera, Flynn expresses his confidence in being positioned to not only grow his practice but to enhance the service quality offered to his clientele nationwide.

Cetera Financial Group stands out in the financial advisory industry due to its commitment to long-term advisor value and offers a scalable approach to consistent growth, which is crucial in today's ever-evolving market landscape. As of June 30, 2025, Cetera manages an impressive $590 billion in assets under administration, confirming their position as a trusted partner for independent advisors.

In conclusion, the alliance between Matthew Flynn's Sentia Wealth and Cetera's Summit Financial Networks rests on a foundation of mutual growth and shared visions, setting the stage for future successes. As Flynn continues to offer individualized wealth management solutions, this partnership is likely to attract additional advisors seeking tailored resources and innovative strategies to advance their practices.

Learn more about Cetera and their financial advisor support services at Cetera's official website.