Anthony Picerni Jr. is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Group for 10 years before joining CX Institutional. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized strategy portfolios alongside more traditional investment options.

Camden Riegel is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with one year of industry experience. Prior to joining Foguth Wealth Management, Camden held positions at River Raisin Investment Partners, Inc., CHIPOTLE, and several other companies. 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 qualified 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.

J Otterbein is a financial advisor at ON Investment Management Company with 40 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory role, he is a life insurance sales representative. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides access to third-party investment programs and manages both discretionary and non-discretionary assets through a dual-registration broker-dealer model.

Henry Woloson is a financial advisor with Harbour Investments, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has operated Woloson Financial Management since 2013. Outside of advising, he is an attorney specializing in estate planning, preparing wills and trusts, and serves as a director of the David W. Elliott Memorial Foundation. He is also an author. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm combines fundamental and technical analysis to build customized portfolios and offers both discretionary and non-discretionary management, along with model-based solutions delivered through a subscription platform.

Gabriel Qetrani is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Securities LLC. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion through a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment plans focused on exchange-traded products and a combination of fundamental and quantitative analyses.

Dylan Woebkenberg is a financial advisor with ON Investment Management Company, holding a Series 66 credential and three years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2023. In addition to his advisory role, he is also a licensed life insurance agent for Ohio National. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates a dual-registration model through its affiliated broker-dealer.

Mark Eriksen is a financial advisor with Prospera Financial Services, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Cetera Advisor Networks, Summit Financial Group, LPL, and Wells Fargo Advisors. He serves as a non-compensated board member of the Detroit Regional Chamber. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms including those sponsored by Prospera and various third-party providers.

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.

Adam Spears is a financial advisor with 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 at Truadvice, LLC, University Lending Group, and Cross Country Mortgage. Outside of advisory services, he is involved with Foguth Financial Group, Inc., an insurance agency. 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, focusing on tailored investment plans that utilize exchange-traded products and a blend of fundamental, technical, and quantitative analyses.

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.

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.

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Daniel Anderson is a CFP® certificant at Foguth Wealth Management, LLC. with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company among other firms. 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 focusing on exchange-traded products and employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Cathryn Porter is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at several firms, including CMP Tax Management LLC and Cetera Advisor Networks. In addition to her advisory role, she serves as office manager at Bradford Financial Advisors LLC and works as an insurance agent selling fixed insurance products. HBW Advisory Services primarily serves individual clients, as well as businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary asset management, financial planning, and consulting services, utilizing third-party managers and model portfolios to implement tactical and multi-manager strategies aimed at managing downside risk.

Salvatore Giamarese is a financial advisor at Foguth Wealth Management, LLC with Series 65 and Series 66 licenses. He has 15 years of industry experience, including a tenure at Fidelity Investments from 2011 to 2026, before joining Foguth Wealth Management and Foguth Financial Group 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 focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Dennis Szymanski is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Redhawk Wealth Advisors and Platinum Home Mortgage. He is also the owner of First Fruits Asset Management and First Fruits Metals Exchange, which are involved in insurance sales and physical precious metals sales, respectively. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, and offers technology-driven advisory and operational services to other advisors.

Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation with three years of industry experience. He previously worked at Sequent Planning LLC and concurrently serves with the Northville Township Police Department. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Steven Thoms is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in helping clients with family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He emphasizes an educational and collaborative approach, working closely with clients to create personalized strategies that address their unique financial situations and long-term goals. Before becoming a financial advisor, Steven built a 20-year career in commercial banking, serving in roles from credit analyst to senior loan officer at both community and national institutions. His interest in investing began in his teenage years, influenced by his uncle who taught him how to analyze financial data and evaluate strategies. Steven holds a Bachelor's Degree from Siena Heights University and is a Personal Investment Advisor (PIA). Steven lives in Chelsea, Michigan, with his wife, Susan, and their dog, Millie. He is involved in his community through participation in Rotary International and various chamber organizations, and he has served on boards and coached youth sports. Currently, he referees high school soccer and is an active member of Bayview Yacht Club, where he races sailboats. His personal interests include adventure sports, biking, boating, cooking, hiking, hunting, and spending time with his family.

Jordan Paholak is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining ONIMCO, he worked at The Jagged Fork and W&S Brokerage Services among other firms. Outside of his advisory role, he also works as a financial representative selling non-registered life insurance through Integrity Investment Planning Group. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services utilizing a combination of discretionary and non-discretionary investment programs.

Peter Dotson is a financial advisor at Gibbs Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BCD Advisors, Fusion Capital Management, Foresters Equity Services, and 360 Wealth Management. In addition to his advisory role, he owns Dotson Financial Group, a life and annuities business. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement portfolios based on clients’ financial situations and risk tolerance.