Dylan Kennedy is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked with CreativeOne Wealth, LLC and Hudson Agency LLC. Foguth Wealth Management advises 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 retirement plan consulting, emphasizing tailored investment plans that incorporate exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has one year of industry experience, including prior roles at Detroit Financial and Eyebloc LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Daniel Anderson is a CFP® certificant at Foguth Wealth Management, LLC. with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company among other firms. 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 focusing on exchange-traded products and employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Jonathan Sawchuk is a Series 66-licensed advisor with five years of industry experience. He has worked at Lincoln Investment since 2020 and previously at Endless Possibilities and Renaissance Charter School at Crown Point. Outside of his advisory role, he operates Sawchuk Solutions, LLC, a holding company for tax-related purposes, and is involved in fixed insurance sales through Consolidated Financial. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and firm-managed programs.

Paul Hack is a financial advisor at Elevation Point Wealth Partners, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 26 years. Hack is a partner in The Steady Climb LLC. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm offers portfolio management through various accounts and model strategies that blend strategic and tactical asset allocation across multiple investment vehicles.

Cathryn Porter is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at several firms, including CMP Tax Management LLC and Cetera Advisor Networks. In addition to her advisory role, she serves as office manager at Bradford Financial Advisors LLC and works as an insurance agent selling fixed insurance products. HBW Advisory Services primarily serves individual clients, as well as businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary asset management, financial planning, and consulting services, utilizing third-party managers and model portfolios to implement tactical and multi-manager strategies aimed at managing downside risk.

Salvatore Giamarese is a financial advisor at Foguth Wealth Management, LLC with Series 65 and Series 66 licenses. He has 15 years of industry experience, including a tenure at Fidelity Investments from 2011 to 2026, before joining Foguth Wealth Management and Foguth Financial Group 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 focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Dennis Szymanski is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Redhawk Wealth Advisors and Platinum Home Mortgage. He is also the owner of First Fruits Asset Management and First Fruits Metals Exchange, which are involved in insurance sales and physical precious metals sales, respectively. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, and offers technology-driven advisory and operational services to other advisors.

Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation with three years of industry experience. He previously worked at Sequent Planning LLC and concurrently serves with the Northville Township Police Department. 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 applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Steven Thoms is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in helping clients with family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He emphasizes an educational and collaborative approach, working closely with clients to create personalized strategies that address their unique financial situations and long-term goals. Before becoming a financial advisor, Steven built a 20-year career in commercial banking, serving in roles from credit analyst to senior loan officer at both community and national institutions. His interest in investing began in his teenage years, influenced by his uncle who taught him how to analyze financial data and evaluate strategies. Steven holds a Bachelor's Degree from Siena Heights University and is a Personal Investment Advisor (PIA). Steven lives in Chelsea, Michigan, with his wife, Susan, and their dog, Millie. He is involved in his community through participation in Rotary International and various chamber organizations, and he has served on boards and coached youth sports. Currently, he referees high school soccer and is an active member of Bayview Yacht Club, where he races sailboats. His personal interests include adventure sports, biking, boating, cooking, hiking, hunting, and spending time with his family.

Jordan Paholak is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining ONIMCO, he worked at The Jagged Fork and W&S Brokerage Services among other firms. Outside of his advisory role, he also works as a financial representative selling non-registered life insurance through Integrity Investment Planning Group. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services utilizing a combination of discretionary and non-discretionary investment programs.

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.

James Pollack is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds the Series 65 credential and has worked at Foundations Investment Advisors since 2020, with prior roles at Detroit Financial and GLP and Associates. Pollack is also licensed as an insurance agent in Michigan and is actively involved in insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing approach, to manage client assets.

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.

Sylvia Yousif Matti is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Detroit Financial and GLP & Associates. In addition to her advisory work, she is involved in insurance sales as a life insurance producer with Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, offering services through a large network of affiliated offices and investment adviser representatives.

Anthony Endress is a Series 66-licensed financial advisor at Foguth Wealth Management, LLC with four years of industry experience. He previously worked at Hantz Financial Services for nine years before joining Foguth Wealth Management. 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 to construct tailored investment plans.

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.

Matthew Mackey is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. Prior to joining the firm, he worked at Intel Corporation for several years. 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 that incorporate exchange-traded products and a variety of analytical approaches, managing approximately $1.07 billion across a multi-advisor team.