August 12, 2025

Financial Advisor Matthew Flynn and his Sentia Wealth team with $228 Million in AUA Joins Cetera's Unique Summit Financial Community

Press Room Financial Advisor Matthew Flynn and his Sentia Wealth team with $228 Million in AUA Joins Cetera's Unique Summit Financial Community

Flynn transferred from Ameriprise to Cetera looking for strong growth support

SAN DIEGO, Aug. 12, 2025 /PRNewswire/ --Cetera welcomes veteran financial advisor Matthew Flynn, CEPA®, who has moved from Ameriprise Financial Services LLC, to one of Cetera's unique communities – Summit Financial Networks* – within the Cetera Advisor channel. With approximately $228 million in assets under administration**, Flynn and his 7-person Sentia Wealth team came to Cetera because he wanted broad-based growth support, including customized marketing services.

(PRNewsfoto/Cetera Financial Group) (PRNewsfoto/Cetera Financial Group)

As owner and managing partner of Sentia Wealth, Flynn is growing his multi-generational practice, which includes his daughter, Maria Flynn, an administrative assistant. The Troy, Michigan-based practice offers comprehensive management of corporate retirement plans which includes working to ensure regulatory compliance, fiduciary oversight, and employee financial wellness plus personalized wealth management solutions for individuals and families.

"We specialize in delivering tailored financial strategies for corporate and individual clients nationwide. My focus is on long-term partnerships built on transparency, integrity and results-driven planning," Flynn said. "We chose Cetera because we are confident that they can deliver customized marketing solutions, which coupled with their deep understanding of our business, gives us the best chance for long-term growth and success."

Marketing capabilities that are attracting growth-minded advisors to Cetera include IntelligenceEngine, Cetera's proprietary suite of AI-powered tools and services built to help financial professionals accelerate growth by transforming client data into action and unlocking untapped value within their existing books of business.

"Through Cetera's significant marketing capabilities, we're enabling advisors to scale meaningful conversations and drive measurable outcomes from their existing client base," said Cetera Advisor Channel Leader Tom Halloran. "We believe that financial advisors like Matt Flynn can leverage our marketing solutions to strategically connect the dots between data, planning and action, which collectively give our advisors a powerful platform from which to pursue their growth goals."

Click here for more information about Cetera and here for more information about Summit Financial Networks.

About Cetera
Cetera Financial Group is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of June 30, 2025, Cetera manages approximately $590 billion in assets under administration and $263 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, YouTube, X, and Facebook.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Wealth Services LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Cetera firms are under separate ownership from any other named entity.

*Summit Financial Networks is a region of Cetera Wealth Services LLC. Registered Representatives offering securities and advisory services through Cetera Wealth Services LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.

**Value approximated based on asset holding details provided to Cetera as of February 2025.

SOURCE Cetera Financial Group