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Salvatore G
Series 66, Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Salvatore Giamarese is an advisor at Foguth Wealth Management, LLC with Series 65 and Series 66 licenses. He has one year of experience at Foguth Wealth Management and Foguth Financial Group and previously spent 15 years with Fidelity Investments. 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 blend of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Benjamin S
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 65 designation and has three years of industry experience. Prior to joining Foguth Wealth Management, he worked in senior market sales and is currently employed by the Northville Township Police Department. 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 blend of fundamental, technical, and Modern Portfolio Theory-based analysis.
Adam R
Series 63, Series 66
Northville, MI
Strategic Blueprint, LLC
Adam Rosier is a financial advisor with Strategic Blueprint, LLC in Northville, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management, financial planning, and consulting services through a network of independent advisory representatives.
Steven T
Series 63, Series 66
Brighton, MI
Summit Financial, LLC
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.
Michael S
Series 63, Series 65
Brighton, MI
Accelerate Retirement
Michael Shearon is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Flynn & Company Inc., OneDigital Investment Advisors LLC, and Sigma Financial Corporation, among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Retirement works with individual and institutional clients, providing retirement plan consulting, investment management, financial planning, and fiduciary services. The firm focuses on long-term investment strategies utilizing customized portfolios and maintains significant retirement plan advisory relationships.
Zachary Z
Series 66
Livonia, MI
Arkadios Wealth Advisors
Zachary Zimcosky is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He has held positions at Arkadios Wealth Advisors and Arkadios Capital since 2022 and previously worked at Kalos Capital, Inc. for 13 years. Zimcosky also operates Zimco Capital, providing financial planning and investment solutions. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning services. The firm employs a multifaceted investment approach that includes discretionary management and access to internal portfolio strategies across asset classes.
Lamindy B
CFP®, Series 66
Northville, MI
CL Wealth Management LLC
Lamindy Brandon Joseph is a CFP® with 20 years of industry experience and is currently affiliated with CL Wealth Management LLC. He has held roles at Noir Private Wealth, LLC and Cabot Lodge Securities, and has served as a part-time instructor at the University of Phoenix since 2010, teaching finance, economics, and business courses. He is also managing partner of Centurion Wealth Management and managing member of Centurion Financial Advisers, which provides financial planning, insurance solutions, tax preparation, and CFO services for nonprofits. CL Wealth Management LLC offers portfolio advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis and manages accounts on both discretionary and non-discretionary bases.
Jordan P
Series 65, Series 63
Novi, MI
ON Investment Management CO
Jordan Paholak is a financial advisor with ON Investment Management Company in Novi, MI, holding Series 65 and Series 63 credentials with two years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Integrity Investment Planning Group, W&S Brokerage Services, and Western & Southern Life. Outside of investment advising, he also engages in life insurance sales as a financial representative with Integrity Investment Planning Group. ON Investment Management Company is an SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary strategies.
Peter D
Series 65, Series 66
Brighton, MI
Gibbs Wealth Management, LLC
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.
Russell H
Series 63, Series 65
Canton, MI
Bison Wealth, LLC
Russell Harris is a financial advisor at Bison Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Apogee Wealth Management and Brookstone Capital Management. Harris is also a lead educator and board member for a nonprofit financial education organization, Apogee Wealth Academy. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers outcome-focused model portfolios combining tactical and strategic allocations across liquid and private-market investments, and provides a turnkey asset management platform to unaffiliated advisers.
Anthony E
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Anthony Endress is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. He has worked at Foguth Wealth Management since 2024 and has been with Hantz Financial Services since 2015. 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, emphasizing tailored investment strategies that utilize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Alexander D
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
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.
Dana U
Series 65
Ann Arbor, MI
United Capital Financial Advisors
Dana Underwood is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2015. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization including ESG and faith-based options, supported by proprietary technology and research.
Matthew M
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Matthew Mackey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining the firm, he spent several years working at Intel Corporation. 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, using tailored investment plans that emphasize exchange-traded products and a blend of fundamental, technical, and Modern Portfolio Theory‑based analysis.
Matthew F
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Matthew Foguth is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foguth Financial Group since 2018. Prior to his financial career, he was employed at Serve Pro and Little Caesars. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies focusing on exchange-traded products and combines various analytical approaches in managing approximately $1.07 billion across a multi-advisor team.
Daniel L
Series 63, Series 66
Livonia, MI
Procyon
Daniel La Gore is a financial advisor at Procyon with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at AE Financial Services, Oliver Lagore Vanvalin Investment Group, and Huntington National Bank. He is also a licensed insurance agent. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, institutional investors, and retirement plans. The firm focuses on customized, fundamentally driven portfolios using mutual funds, ETFs, equities, and fixed income, and provides a wide range of advisory and consulting services through an extensive office network and affiliated businesses.
Ryan S
ChFC®, Series 63, Series 65
Brighton, MI
Founders Financial Securities LLC
Ryan Schacht is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has been with Founders Financial Securities and Great Lakes Financial since 2006. Outside of his advisory role, he is involved with Great Lakes Financial Services Group, where he sells fixed insurance products and markets health insurance to individuals and groups. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.
Joseph K
CFP®, Series 63, Series 65
Plymouth, MI
B. Riley Wealth Advisors, Inc.
Joseph Koch is a CFP® professional with 39 years of experience in the financial services industry. He is currently with B. Riley Wealth Advisors, Inc., where he has worked since 2022, having previously been with B. Riley Wealth Management since 2010. Outside of his advisory role, he is involved in managing a hunting property and lodge through Cornwell Properties, LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.
David V
Series 63, Series 65
South Lyon, MI
IPI Wealth Management, Inc.
David Volante is a financial advisor with IPI Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with IPI Wealth Management and Investment Planners Inc since 2015. Outside of his advisory role, he is president of Volante Financial Group, LLC, a company used for tax purposes and bill paying. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, operating an open-architecture platform with proprietary risk-based models and an outsourced-agent operational framework.
Jacob B
CFP®
Brighton, MI
Foguth Wealth Management, LLC.
Jacob Black is a CFP® professional with four years of experience in financial advising. He currently works at Foguth Wealth Management, LLC and previously held roles at Blue Jay Financial Group and Hurlow Wealth Management Group. Outside of advising, he serves on the Defiance Rotary Club Board and owns a small business that sells wooden pallets. 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 tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
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1,545 advisors near
48178
within the area shown on the map
Out of 400,000+ nationwide