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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 66, Series 63

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 is an independent insurance agent specializing in insurance and fixed annuity sales. 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, 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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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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Joshua G

Series 66

Ann Arbor, MI

Concorde Asset Management, LLC

Joshua Goodridge is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Brighthouse Financial, Ameriprise Financial Services, and CUNA Brokerage Services. Outside of his advisory role, he is active as a licensed Realtor in San Antonio, Texas. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services alongside participant advice.

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
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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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Duane J

ChFC®, Series 66

Howell, MI

Consolidated Portfolio Review Corp

Duane Johnson is a financial advisor at Consolidated Portfolio Review Corp with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Vanderbilt Financial Group, Executive Wealth Management, Private Client Services, TD Ameritrade, and Charles Schwab. Johnson is also the founder and principal of Quarters Wealth Management LLC. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary and third-party investment solutions.

Active portfolio management Wealth management
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John K

Series 66

Brighton, MI

Summit Financial, LLC

John Kamal is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial services to small business owners, pilots, and corporate executives. He applies his entrepreneurial background to help clients identify efficiencies and reduce operational costs in their businesses, as well as assist with succession and retirement planning. His client focus includes areas such as college education planning, divorce transition planning, executive compensation, family wealth management, legacy and liquidity management, personal retirement planning, small business strategies, and retirement income. John holds a Bachelor's Degree from Michigan State University and the Professional Investment Advisor (PIA) designation. He has experience in individual and corporate investment strategy and emphasizes helping clients manage their money and retirement assets effectively. Outside of his professional role, John engages in adventure sports, basketball, biking, boating, boxing, football, skiing, and spending time with his family.

Business ownership considerations Business succession planning General retirement planning Retirement income strategy Founder/Business Owner Executive
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Thomas J

CFP®, Series 63, Series 65

Ann Arbor, MI

Concorde Asset Management, LLC

Thomas Jahncke is a CFP® with over 41 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2023. His prior experience includes seven years at Titan Securities and extensive involvement with Passco Companies, LLC, where he holds a senior leadership role and participates in real estate syndications. Outside of his advisory work, he manages family-owned assets through various LLCs, including a family cottage and mineral rights. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and financial planning. The firm builds tailored portfolios using asset allocation and model-based strategies, leveraging proprietary and third-party platforms, and provides a range of advisory services including ERISA retirement-plan advice.

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
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Micah B

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Micah Bush 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 2026, he worked at American Seating Co. and Haworth Inc., and was a full-time student until 2022. 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, utilizing tailored investment plans that emphasize 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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John K

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

John Kohout is a Series 66 licensed financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He previously worked at CreativeOne Wealth, LLC and USA Financial Securities, and is also a junior partner at Hudson Agency LLC, where he manages client accounts and oversees agents in life and health insurance sales. 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 utilizing exchange-traded products and a variety of analytical approaches.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Jay P

Series 65, Series 63, Series 66

Brighton, MI

Foundations Investment Advisors LLC

Jay Pawlowski is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, Series 65, and Series 66 credentials and seven years of industry experience. His prior roles include positions at Rocket Mortgage and Drummond Capital. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

ESG / Sustainable investing
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Michelle R

Series 66

Ann Arbor, MI

SPC

Michelle Richmond is a financial advisor at SPC with 17 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Sigma Financial Corporation, as well as managing Richmond Financial since 2007. Richmond is also an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and manages approximately $5.66 billion in assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Walter P

Series 63, Series 66

Ann Arbor, MI

SPC

Walter Powrozek is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2007. Outside of his advisory role, he is president and co-owner of River Oaks Wealth Advisors, LLC, and serves as acting director and vice president of the River Oaks Association homeowners association. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and delivers tailored, discretionary advice through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Trenton B

Series 66

Ann Arbor, MI

Hantz financial Services, Inc.

Trenton Buycks is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Hantz Financial Services since 2016. Hantz Financial Services serves a diverse clientele including high-net-worth individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm offers financial planning, portfolio and wealth management through ETF-based model portfolios and third-party strategies, combining advisory and broker-dealer functions alongside mortgage and insurance services.

Active portfolio management Passive / index investing Tax-loss harvesting Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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William T

Series 65, Series 63

Ann Arbor, MI

SPC

William Tolstyka Jr. is a financial advisor with SPC, holding Series 65 and Series 63 licenses and has 32 years of industry experience. He has been with Sigma Planning Corporation since 2008 and has worked at Sigma Financial Corporation since 1995. In addition to his advisory role, he is involved with Breckenridge Financial Services, which sells fixed and indexed annuities as well as health and term life insurance. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and related programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Stephen G

CFP®, Series 66

Ann Arbor, MI

SPC

Stephen Glaab is a financial advisor with SPC in Ann Arbor, MI, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including work at SPC since 2011 and Sigma Financial Corporation since 2010. He serves as a trustee for the St. Stephen Endowment Fund at St. Stephen Catholic Church in New Boston, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers a variety of account programs, delivering tailored, discretionary advice through its independent advisory representatives.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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