Our People
Guiding Your Journey to Abundance and Fulfillment
At Meridian Wealth + Retirement, we believe that people are our greatest asset. Our philosophy is grounded in an unexpected approach – money is not our top priority. Instead, our focus is on helping you curate an abundant and fulfilling life.
We pride ourselves on being accessible, caring, skilled, and individualized in our approach to financial advising. Our team is dedicated to understanding your unique aspirations and providing the guidance and support you need to navigate your financial journey with confidence.
Founding Partners

Matthew Kletti
Founding Partner and Financial Planner

Wade Ullsperger
Founding Partner and Financial Planner

Paul Brokenshire
Founding Partner and Financial Planner
Partner

Bryan Gosda
Partner
Partner Emeritus

Thomas Julian
Partner Emeritus
Advisor

Matt Heiar
Advisor
Operations Team

Charlie Betz
Client and Operations Advisor

Gracie Ziolkowski
Operations & Team Marketing Manager
Relationship Management Team

Krista Gosda
Personal Marketing Assistant
