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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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Peter M

Series 65

Brighton, MI

McAdam LLC

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.

General retirement planning Private / alternative investments ESG / Sustainable investing
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Bradley B

Series 63, Series 65, Series 66

Milford, MI

Mariner Independent

Bradley Boogren is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2004, serving in various roles including Financial Consultant, VP Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, he was a Field Director at Northwestern Mutual Financial from 2001 to 2004. Throughout his career, Bradley has focused on building long-lasting relationships with clients and assisting them through the financial and retirement planning process. He utilizes a range of planning tools and strategies to help clients improve their financial situations and work towards financial security. Outside of his professional work, Bradley enjoys activities such as beach outings, boating, camping, music, outdoor adventures, and traveling.

General retirement planning Retirement income strategy Income planning Medicare planning Cash flow / budgeting Founder/Business Owner Retired
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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 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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Thomas L

CFP®, ChFC®, Series 63

Brighton, MI

Founders Financial Securities LLC

Thomas Lampert is a CFP® and ChFC® with 35 years of industry experience. He has been with Founders Financial Securities LLC since 2012 and previously worked at Archer Huntley Financial Services, Inc. Outside of his advisory role, he is the owner and president of Poet of Light LLC, a poetry book business. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and insurance, utilizing multiple advisory platforms and a combination of in-house and third-party asset management solutions.

Business exit / sale strategy Founder/Business Owner Retired
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Maria W

Series 66

Brighton, MI

John Hancock Personal Financial Services, LLC

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.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Life insurance needs analysis
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Gary H

CFP®, Series 66

Brighton, MI

Wealthcare Advisory Partners LLC

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.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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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Nicholas C

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

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

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

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.

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

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

James Tietema is a financial advisor with Foguth Wealth Management, LLC., holding a Series 66 license and possessing 11 years of industry experience. His work history includes roles at Secure Investors Group, Wells Fargo Clearing, LLC, and Ameriprise Financial Services, Inc. Outside of financial advising, he serves as an instructor and mentor in wrestling through Mindset Wrestling. 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, using 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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Joseph W

Series 63, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Joseph Wilkinson is a financial advisor at Foguth Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Edward Jones and Brookstone Capital Management. Outside of his advisory role, he operates as an independent insurance agent focusing on insurance and fixed annuity sales. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion through a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational workshops, utilizing tailored investment plans that incorporate 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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Samuel K

Series 65

Northville, MI

Creativeone Wealth, LLC

Samuel Kastamo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including independent painting work. Kastamo also owns Kastamo Financial LLC, an advisory and insurance services business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, and offers a platform that includes tailored suitability assessments and regular portfolio rebalancing.

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

CFP®, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Paul Sullivan is a financial advisor at Foguth Wealth Management, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Sullivan is also an insurance agent, providing selected insurance product recommendations as part of his financial planning services. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using exchange-traded products and a combination of fundamental, technical, and Modern Portfolio Theory-based analysis.

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

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Chad Barrios is a financial advisor at Foguth Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Charles Schwab, and USAA. 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, utilizing tailored investment plans that emphasize exchange-traded products and a blend 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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Andrew K

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Andrew Knapp is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 credential with one year of industry experience. Prior to joining Foguth Wealth Management, he worked at Hill Island Financial LLC and spent nine years at Wm. B. Eerdmans Publishing Co. 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 blend of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Kenneth V

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Kenneth Voog is a financial advisor at Foguth Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Fisher Investments, Calamos Financial Services, Bank of America, and Merrill Lynch. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes exchange-traded products and applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis in constructing tailored investment plans.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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William C

CFP®, Series 63, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

William Campbell is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Foguth Wealth Management, LLC and has previously worked at ATFS Advisers, Sharkey, Howes & Javer, Inc., and Charles Schwab in various advisory 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, qualified retirement plan consulting, and access to third-party managers, utilizing investment strategies that include exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analyses.

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

CFP®, ChFC®, Series 63, Series 65

Brighton, MI

Founders Financial Securities LLC

Thomas Archer is a CFP® and ChFC® with 29 years of industry experience. He has been with Founders Financial Securities LLC since 2006. Outside of his advisory role, Archer serves as a board member and treasurer for Reaching Higher Inc., a youth leadership development organization, and is the owner and president of the 7 Pillars Foundation, a charitable foundation. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management and consulting services, utilizing multiple investment platforms and combining advisory, brokerage, and insurance capabilities.

Business exit / sale strategy Founder/Business Owner Retired
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