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.

Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to 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 offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.

Jaxson Barlow is a financial advisor at HBW Advisory Services LLC, holding a Series 66 designation with less than one year of industry experience. Prior to his role in financial advising, he has worked in various customer service and retail positions, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services primarily serves individual clients and also advises businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses risk-tolerance questionnaires and third-party managers to implement discretionary asset management and financial planning services.

Viktoria Wilson is a CFP® with seven years of industry experience, currently serving as an investment adviser representative at Blackridge Asset Management, LLC. She previously worked at Peak Brokerage Services, LLC and MML Investors Services/Spice Financial. Outside of her advisory role, she is president of the Pinckney Aquatic Club and serves as president of Insights Toastmasters of Brighton. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a network structure with a range of portfolio management options, including an affiliated turnkey asset management platform and third-party managers.

Danielle Delongchamp is a financial advisor at Concorde Asset Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several Concorde-affiliated firms as well as J.W. Cole Advisors, Inc. Delongchamp also operates Delongchamp Consulting LLC, providing consulting services outside of trading hours. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models to deliver tailored investment advice.

Ryan Gauche is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and four years of industry experience. His prior roles include positions at Bridgeriver Advisors LLC, Ameriprise, LPL Financial, and Lake Michigan Credit Union. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with 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.

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.

Peter Molnar is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2020 and was previously employed at Northwestern Mutual and TEMO Sunrooms. Molnar is based in Brighton, Michigan, and holds roles that include investment advisory and associate senior management responsibilities at McAdam. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing discretionary portfolio management with diverse asset allocations, including specialized exposures such as private funds and cryptocurrency vehicles.

John Gakenheimer is a CFP® with 49 years of industry experience, currently serving as Executive Vice President at Concorde Asset Management, LLC. He has held various roles within Concorde and affiliated firms since 2010. Outside of his advisory work, he consults on business development for his son’s coffee company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, incorporating alternative products and offering ERISA fiduciary services.

Elia Ramirez Cruz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Concorde in 2021, Elia worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2012 to 2020 and briefly at Dr. Brick Alva MD PA Gastroenterology. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs model portfolios and third-party strategists to build individualized asset-allocation strategies and provides ERISA retirement-plan advisory services.

Katie Gushen is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at AAFMAA Wealth Management & Trust, LLC and Blue Chip Partners, Inc. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across multiple advisors. The firm focuses on tailored investment plans and model portfolios emphasizing exchange-traded products and combines various analytical approaches, providing discretionary portfolio management, financial planning, and qualified retirement plan consulting.

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

Mitchell Lowe is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Ann Arbor, MI. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, frequently utilizing third-party managers and alternative investments.

Thomas Lampert is a financial advisor at Founders Financial Securities LLC with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Founders Financial Securities since 2012. Outside of his advisory work, he is the owner and president of Poet of Light LLC, a poetry book and related items business. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisers managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios and 1031 exchange consulting, and allows advisers to deliver tailored investment strategies with both discretionary and non-discretionary management options.

Maria Wilczewski is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America, N.A. for seven years before joining John Hancock and its affiliated entities in 2019. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to generate generally framed recommendations, with implementation decisions left to clients, and operates with a technology-assisted service model supporting a high client load per advisor.

Myranda Fabian is a CFP® and holds a Series 65 license, with 16 years of experience in financial advisory services. She has been with Plante Moran Financial Advisors, LLC since 2010 and is currently based in Ann Arbor, MI. Prior to her current role, she has also been affiliated with Plante & Moran, PLLC since 2026. Plante Moran Financial Advisors, LLC offers investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, providing both discretionary and non-discretionary portfolio advisory services.

Gary Haapala is a CFP® with 12 years of experience in the financial industry. He is currently an advisor at Wealthcare Advisory Partners LLC and previously worked at Arbor Trust Wealth Advisors, LLC for 11 years. Outside of his advisory role, he is a member and 25% owner of MCAH LLC, a group home rental business. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets and serves individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term oriented portfolios.

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.

Nicholas Calvaneso is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. He has worked at multiple firms, including Truadvice, LLC and Foguth Financial Group, and serves as President of Calvaneso and Associates Inc., an insurance products business focusing on life insurance and fixed annuities. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion in assets across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement consulting, with investment strategies emphasizing exchange-traded products and a combination of fundamental, technical, and Modern Portfolio Theory analyses.

Wendy Morin is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with three years of industry experience. She previously worked at Bank of America and Merrill and spent 27 years with Utica Community Schools. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm specializes in discretionary portfolio management, financial planning, and retirement consulting, using tailored investment plans that emphasize exchange-traded products and combine multiple analytical approaches.