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.

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.

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.

Thomas Kaufman is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with HBW Advisory Services since 2013 and also owns TMK Financial Services LLC, a tax and accounting business where he prepares tax returns and offers tax advice. His career includes roles at HBW Securities LLC and Cetera Advisor Networks LLC. HBW Advisory Services primarily serves individual clients, as well as businesses, trusts, estates, charitable organizations, and retirement plans, providing discretionary asset management, financial planning, and consulting. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes third-party managers and model portfolios to implement multi-manager strategies aimed at limiting downside risk.

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.

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.

Alex Tanner is a financial advisor with Summit Financial, LLC, holding a Series 65 credential. He has been with Summit Financial since 2026 and has no prior industry experience. Summit Financial, LLC is a 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 services, combining discretionary and consultative approaches across various programs and platforms.

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.

Chad Kreda is a financial advisor at Kintra Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network, Mainstay Capital Management, Sentinel Pension Advisors, Financial Technology, Inc., Horizon Financial, and Michigan State University. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental security analysis and provides specialized services such as business exit planning and institutional advisory through affiliated entities.

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.

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.

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.

Alicia Kelley is a financial advisor at Mariner Independent with Series 63 and Series 65 credentials and four years of industry experience. Her background includes roles at Thrivent Financial and Flagstar Bank. She is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. 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, tax support, insurance solutions, and access to alternative investments through a network of over 100 investment adviser representatives.

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.

Patrick Patin is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2023. Previously, he spent seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved as a future minority owner of Tiger Software, a stock ranking software business undergoing modernization to a cloud platform. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, and retirement plan advisory services, with a platform that emphasizes both advisor-led monitoring and client trade approvals.

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.

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.

Matthew Mcinerney is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. Mcinerney has been with VOYA Financial Advisors since 2014 and also owns Retirement Planning Partners LLC, a business involved in business expense management and the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists and technology-enabled tools, managing many accounts on a non-discretionary basis while also providing discretionary management for certain wrap and UMA arrangements.

Alexis Wilkinson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and one year of industry experience. Prior to joining Mercer, Alexis worked at Chemical Bank and Myler & Szczypka, as well as gaining experience in self-employment and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory and focuses on diversified, risk-appropriate portfolios using a range of investment vehicles and specialized programs.

Gregg Fortune is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors and Securities America, among others. Outside of advisory work, he teaches CFP courses as an adjunct faculty member and serves as managing director of Advanced Planning Education Group, which provides educational programs for financial professionals. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and solutions, combining fundamental and technical analysis, tactical trading, and third-party manager selection, supported by platform relationships with Fidelity, Schwab, Envestnet, and others.