Robert Roux is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Roux has been with Capital Analysts and Lincoln Investment since 2023. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, offering a range of advisory services and custom portfolio options.

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.

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.

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.

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.

Jay Hack is a CFP® with 20 years of industry experience, currently affiliated with Elevation Point Wealth Partners, LLC in Farmington Hills, MI. He has worked at Raymond James & Associates since 2006 and has been with Elevation Point Wealth Partners and Purshe Kaplan Sterling Investments since 2025. Hack serves as a board member of Temple Israel, a charitable nonprofit organization. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities through programmatic offerings and utilizes a model portfolio approach featuring tactical asset allocation across mutual funds, ETFs, and separately managed accounts.

Scott Loney is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Innovation Partners LLC, LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on non-high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority to implement customized investment strategies and referring clients to third-party investment advisors.

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.

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.

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.

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.

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.

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.

Cynthia Mulonas is a financial advisor at Thurston Springer Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Advisors for seven years before joining Thurston Springer Financial. Thurston Springer Advisors serves a wide range of clients, including individuals, corporations, retirement plans, and trusts, offering financial planning, portfolio management, and fiduciary services. The firm employs a variety of investment strategies, from buy-and-hold to active tactical approaches, delivered through discretionary and non-discretionary programs.

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.

Lowell Weiss is a CFP® with 16 years of experience in the financial services industry. He currently works at Elevation Point Wealth Partners, LLC, and previously spent 16 years with Raymond James & Associates. Outside of his advisory role, he rents Disney Vacation Club points to interested parties. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, employing a model portfolio investment approach with tactical asset allocation and integration of insurance distribution and annuity servicing.

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 with HBW Advisory Services LLC in Brighton, MI. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining HBW, Barlow worked in various roles outside the financial industry, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans with a range of asset management, financial planning, and consulting services. The firm employs a blended investment approach that includes tactical asset allocation, fixed income, and multi-manager diversification, supported by AI tools for operational efficiency.

Renee Wahl is a financial advisor with Summit Financial, LLC, holding a Series 66 license and 14 years of industry experience. Her prior roles include positions at UBS Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, blending discretionary and consultative services tailored to client preferences.