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Peter D

Series 65, Series 66

Brighton, MI

Gibbs Wealth Management, LLC

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.

Options & derivatives strategies Concentrated stock management
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Laura W

Series 66

Clarkston, MI

Harbour Investments, Inc.

Laura Woloson is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2013. In addition to her advisory role, she serves as co-trustee of the Rieman Family Trusts, where she reviews and provides input on discretionary income requests. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and provides both discretionary and non-discretionary portfolio management.

Annuities Options & derivatives strategies
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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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Ryan S

ChFC®, Series 63, Series 65

Brighton, MI

Founders Financial Securities LLC

Ryan Schacht is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has been with Founders Financial Securities and Great Lakes Financial since 2006. Outside of his advisory role, he is involved with Great Lakes Financial Services Group, where he sells fixed insurance products and markets health insurance to individuals and groups. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Business exit / sale strategy Founder/Business Owner Retired
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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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Michael T

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Michael Tommy is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2022, including roles at MSU Federal Credit Union and SGH Wealth Management before joining Foguth Wealth Management. His background also includes experience at Oakland University and Macomb Community College. Foguth Wealth Management serves 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 qualified retirement plan consulting, with an investment approach that emphasizes tailored plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

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

CFP®, Series 66

Milford, MI

Mariner Independent

Patrick Shaw is a CFP® with 20 years of industry experience, currently affiliated with Mariner Independent. He has worked at Fortitude Financial Partners and Mariner Platform Solutions since 2024 and was previously with Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives who utilize firm-built model portfolios, customized discretionary portfolios, and a broad range of investment tools.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Bryant R

Series 65

Walled Lake, MI

Fiduciary Financial Advisors

Bryant Rivera is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining Fiduciary Financial Advisors, he worked at Aebi Schmidt Group, Thermo King, General Motors, and the University of Puerto Rico, Mayaguez. He is the sole owner of MCP Financial Services, a tax-related business in which he dedicates time during tax season. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutions. The firm combines strategic asset allocation with tactical adjustments and utilizes a variety of investment approaches, including the use of third-party managers and private alternative funds.

Private / alternative investments Retirement income strategy Business Financial Management Founder/Business Owner Retired
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George W

Series 65

Clarkston, MI

Wealth Watch Advisors, Inc

George Wells is a financial advisor at Wealth Watch Advisors, Inc with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Cirrus Capital, BLACK OAK CAPITAL, FAMILY 1ST FINANCIAL dba LEGACY OF AMERICA, and Versaille Capital Advisors. Outside of his advisory role, Wells is also an owner and consultant at ShiftMethods, providing consulting and sales training services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through approved third-party model managers and offers financial planning, consulting, and solicitation services, with an emphasis on a combination of quantitative, qualitative, and technical analysis.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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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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Sangmin K

CFP®, Series 66

Novi, MI

Creativeone Wealth, LLC

Sangmin Kim is a CFP® with eight years of industry experience, currently advising at CreativeOne Wealth, LLC. He has worked at firms including Charles Schwab & Co., Inc., and founded Wise Wealth Stewardship. In addition to his advisory role, he is an independent associate with LegalShield, providing prepaid legal services. CreativeOne Wealth, LLC offers fee-based asset management and financial planning to individuals, corporations, and other RIAs, utilizing proprietary models and third-party managers across a range of investment strategies including ETFs, mutual funds, and private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Bryan B

Series 63, Series 65

Brighton, MI

HBW Advisory Services LLC

Bryan Bradford is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held roles at several firms including Ceterea Advisor Networks and Voya Financial Advisors, and is involved in multiple business ventures such as ownership of an automotive accessory manufacturing company and facilitation of a local business networking group. Bradford also serves as Vice President of the Greenhills Property Owner Association, overseeing road maintenance and by-law enforcement. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and businesses. The firm employs a blended investment approach, combining tactical asset allocation and multi-manager diversification, and is noted for its high client-to-advisor ratio and institutional and intermediary roles.

College savings (529s, UTMA, etc.)
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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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Lisa S

Series 63, Series 66, Series 65

Brighton, MI

Founders Financial Securities LLC

Lisa Spitler is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Voya Financial Advisors, Inc. and Bradford Financial Advisors. Outside of advising, she is involved in substitute teaching at local schools and provides spiritual counseling. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios, co-advised private wealth solutions, and niche offerings such as 1031 exchange consulting.

Business exit / sale strategy Founder/Business Owner Retired
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Cameron E

Series 65

Brighton, MI

Foundations Investment Advisors LLC

Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.

ESG / Sustainable investing
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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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