Dionisios Zavradinos 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 in 2025, he worked in various roles outside the financial industry, including positions at Urban Gyro and The Jagged Fork. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans emphasizing exchange-traded products and a blend of analytical approaches, offering periodic client reviews and educational seminars.

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

James Komoroski is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation. He has prior experience at Rocket Companies, TruStage, and The M1 Agency LLC, with a total of approximately 14 years in related roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing about $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Michael Fenster is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is licensed to sell life insurance, annuities, and health insurance through Magellan Financial and Lifetime Financial Growth. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing.

Jordan Main is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at several firms, including Gradient Advisors LLC and Fusion Capital Management. Outside of his advisory role, he provides tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors serves a broad client base, offering financial planning and portfolio management through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.

Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. Before joining Foguth Wealth Management in 2024, he was with Foguth Financial Group and had a professional baseball career with the Detroit Tigers organization from 2015 to 2023. 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, using investment approaches that combine fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Bradley Vey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and 12 years of industry experience. He has worked with truAdvice, LLC and Foguth Financial Group during his career. Outside of advising, he is an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing roughly $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Rhoda Woods 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 Perigon Wealth Management, LLC and Lumin Financial, LLC. Woods is also a licensed insurance agent and operates Alpha Omega Insurance and Financial Services, LLC, where she provides financial coaching and insurance sales. 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, and retirement plan consulting, focusing on tailored investment plans that utilize exchange-traded products and a mix of analytical approaches.

Drew Green is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foguth Wealth Management, LLC. He has previously held roles at Fidelity Investments and its subsidiaries over a 14-year period. Outside of his advisory work, he owns a photography business called The Greener Side. 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 a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Juliane Lee is a CFP® and Series 63 credentialed financial advisor with 42 years of industry experience. She is affiliated with Capital Analysts and has worked at Lincoln Investment since 2010. Outside of her advisory role, she serves as treasurer for a condominium association and manages fixed investment activities through Michigan Benefit Financial. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, offering customized portfolios and access to third-party managers.

Cory Carlson is a financial advisor at Foguth Wealth Management, LLC., holding a Series 66 designation with 10 years of industry experience. He previously worked at Hantz Financial Services for 11 years before joining Foguth Wealth Management 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, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Daniel Hopkins is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation. He has one year of industry experience and has previously worked at firms such as Northwestern Mutual and GlobeLife Liberty National. Prior to his financial career, he was involved with Gratitude Moving. 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 and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Sheila Maloney is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Retirement Resources, LLC since 2011. 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, focusing on tailored investment strategies that utilize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Daniel Herzig is a financial advisor with Foguth Wealth Management, LLC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Merrill Lynch, Bank of America, and MassMutual Life Insurance, among others. Outside of his advisory work, he serves as the Finance Committee Chair for Bay View Yacht Club, Inc. 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 access to third-party managers, focusing on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Kerry Bouchard is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Simplicity Wealth, LLC and Horter Investment Management. Bouchard is also the owner of Milestone Retirement, where he provides insurance services, and Milestone Wealth Management 123, LLC, offering advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Monish Verma is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Verma is also president and director of the Island Lake Shores Association homeowners association. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Brad Rohde is a financial advisor with Foguth Wealth Management, LLC., holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC, where he has been active for over a decade. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through a multi-advisor team managing approximately $1.07 billion. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing tailored investment plans that combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Cory Hamlin is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. He previously worked at Kaizen Financial, Inc. and related entities, where he also maintained an insurance agent role. 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 a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

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.