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Jeffrey N

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Jeffrey Newsome is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at several firms including CG Financial and Peckham, Inc. prior to joining Foguth Wealth Management. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Adam S

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Adam Spears is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Truadvice, LLC, University Lending Group, and Cross Country Mortgage. He is also involved with Foguth Financial Group, Inc., an insurance agency, dedicating time during trading hours. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm emphasizes tailored investment plans using exchange-traded products and combines various analytical approaches, offering discretionary portfolio management, financial planning, and qualified retirement plan consulting.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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James N

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

James Newman is a Series 65-licensed financial advisor with Foguth Wealth Management, LLC. He has experience spanning several firms since 2008, including Meadowbrook Inc. DBA AFGROUP and Exacta Financial Services LLC, before joining Foguth Wealth Management and its affiliated firms in 2026. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, focusing on tailored investment plans that emphasize exchange-traded products and combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Dylan K

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Dylan Kennedy is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked with CreativeOne Wealth, LLC and Hudson Agency LLC. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing tailored investment plans that incorporate exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Daniel A

CFP®, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Daniel Anderson is a CFP® with three years of industry experience, currently serving as a financial advisor at Foguth Wealth Management, LLC in Brighton, MI. His prior experience includes roles at Northwestern Mutual and Mark Brooks, as well as involvement with community organization Engineering for Kid Macomb/Oakland. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Salvatore G

Series 66, Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Salvatore Giamarese is an advisor at Foguth Wealth Management, LLC with Series 65 and Series 66 licenses. He has one year of experience at Foguth Wealth Management and Foguth Financial Group and previously spent 15 years with Fidelity Investments. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a blend of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Benjamin S

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 65 designation and has three years of industry experience. Prior to joining Foguth Wealth Management, he worked in senior market sales and is currently employed by the Northville Township Police Department. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a blend of fundamental, technical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Anthony E

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Anthony Endress is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. He has worked at Foguth Wealth Management since 2024 and has been with Hantz Financial Services since 2015. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing tailored investment strategies that utilize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Alexander D

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Alexander Dysarz is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at Foguth Financial Group, United Wholesale Mortgage, and the U.S. House of Representatives. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, utilizing a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis in constructing tailored investment plans.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Matthew M

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Matthew Mackey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining the firm, he spent several years working at Intel Corporation. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a blend of fundamental, technical, and Modern Portfolio Theory‑based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Matthew F

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Matthew Foguth is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foguth Financial Group since 2018. Prior to his financial career, he was employed at Serve Pro and Little Caesars. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies focusing on exchange-traded products and combines various analytical approaches in managing approximately $1.07 billion across a multi-advisor team.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Jacob B

CFP®

Brighton, MI

Foguth Wealth Management, LLC.

Jacob Black is a CFP® professional with four years of experience in financial advising. He currently works at Foguth Wealth Management, LLC and previously held roles at Blue Jay Financial Group and Hurlow Wealth Management Group. Outside of advising, he serves on the Defiance Rotary Club Board and owns a small business that sells wooden pallets. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Kevin B

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Kevin Beazley is a Series 65 licensed advisor at Foguth Wealth Management, LLC with five years of industry experience. He has worked at multiple firms including truAdvice, LLC and Brookstone Capital Management. Outside of advisory work, he is an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tailored investment approach that emphasizes exchange-traded products and integrates fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Charles D

Series 65, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Charles Dillon is a financial advisor with Foguth Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at multiple firms, including M1 Capital Management and Cetera Advisors, before joining Foguth Wealth Management. His background also includes work outside the financial sector, such as positions at Door Dash and Oakland University. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm constructs tailored investment plans emphasizing exchange-traded products and employs a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis, providing discretionary portfolio management and financial planning services.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Alexander P

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Alexander Pushman is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. He has worked at Foguth Wealth Management since 2023 and has prior experience with Truadvice, LLC, Brookstone Capital Management, and Clark Companies Inc. Pushman is also the owner of an insurance-related business focused on annuities and life insurance. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management and financial planning, emphasizing exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based investment analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Kade P

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Kade Peterson is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Foguth Wealth Management, he worked at Equitable Advisors for two years. Outside of his advisory role, Kade occasionally works as an Uber driver on weekends. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Ryan G

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Ryan Gauche is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with four years of industry experience. His prior work includes roles at Bridgeriver Advisors LLC, Ameriprise, LPL Financial, and Lake Michigan Credit Union. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.07 billion for a multi-advisor team and emphasizes tailored investment plans using exchange-traded products alongside a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Teressa H

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Teressa Hupfer is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with six years of industry experience. Her career includes roles at Edward Jones and PNC Investments prior to joining Foguth. She is also licensed as an insurance agent. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, using tailored investment plans that emphasize exchange-traded products and various analytical methods.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Katie G

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Katie Gushen is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at AAFMAA Wealth Management & Trust, LLC and Blue Chip Partners, Inc. among other roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, with a focus on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Timothy A

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Timothy Alfieri is a financial advisor with Foguth Wealth Management, LLC., holding a Series 66 credential and nine years of industry experience. He previously worked at CreativeOne Wealth and USA Financial Securities and has been affiliated with the Hudson Agency for ten years. Alfieri is independently licensed to sell insurance and annuity products through various insurance companies associated with Foguth Financial Group. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, focusing on tailored investment plans that incorporate exchange-traded products and a variety of analytical approaches.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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