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1,638 advisors near
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Out of 400,000+ nationwide
Caleb M
Series 66, Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Caleb Marsh is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Strategic Advisory Partners and Morgan Stanley. His background also includes roles outside finance at The Patterson Club and Silvermine Golf Club. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion in assets through a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental and quantitative analysis.
Michael S
CFA®, Series 66, Series 65
Fenton, MI
Modera Wealth Management, LLC
Michael Starkel is a CFA® charterholder affiliated with Modera Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and previously worked at Parsec Financial Management, Inc. and Edward Jones. Prior to his financial advisory career, Starkel served four years with the West Bloomfield Fire Department. Modera Wealth Management, LLC offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation rooted in Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management.
Vincent P
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Vincent Pucillo is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 designation and two years of industry experience. His prior work includes roles at Plante Moran Financial Advisors, SGH Wealth Management, and American Marketing & Publishing. Outside of financial advising, he is the owner and Director of Operations and Sous Chef at The 405 Hospitality Group, LLC, a hospitality and private chefs business. 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, and retirement plan consulting, using tailored investment plans focused on exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Dionisios Z
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Dionisios Zavradinos 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 2025, he worked in various roles outside the financial industry, including positions at Urban Gyro and The Jagged Fork. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans emphasizing exchange-traded products and a blend of analytical approaches, offering periodic client reviews and educational seminars.
James K
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
James Komoroski is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation. He has prior experience at Rocket Companies, TruStage, and The M1 Agency LLC, with a total of approximately 14 years in related roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing about $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Robert B
Series 66
Southfield, MI
Corecap Advisors
Robert Baird is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. His current roles include positions at both CoreCap Advisors and Cornerstone Financial Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on long-term, relationship-oriented investment strategies utilizing mutual funds, ETFs, equities, and bonds.
Michael F
ChFC®, Series 63
Farmington Hills, MI
Foundations Investment Advisors LLC
Michael Fenster is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is licensed to sell life insurance, annuities, and health insurance through Magellan Financial and Lifetime Financial Growth. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing.
Neil C
Series 65
Southfield, MI
Corecap Advisors
Neil Chidester is a financial advisor at Corecap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Hantz Financial Services, Inc. since 2009. Outside of his advisory role, he is involved with Wealth Trac Financial as a financial and tax strategist, focusing on tax and financial planning. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and options after client discussion.
Jordan M
Series 66, Series 65
Brighton, MI
Foundations Investment Advisors LLC
Jordan Main is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at several firms, including Gradient Advisors LLC and Fusion Capital Management. Outside of his advisory role, he provides tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors serves a broad client base, offering financial planning and portfolio management through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.
Mark W
CFP®, Series 63, Series 65
Southfield, MI
Advance Capital Management Inc
Mark Wayton is a CFP® professional with 20 years of industry experience, currently advising at Advance Capital Management Inc since 2011. He holds Series 63 and Series 65 licenses. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $4.5 billion in assets across more than 6,800 clients and offers a range of investment strategies including direct indexing, alternative investments, and crypto-related approaches.
Brett M
Series 65
Southfield, MI
Corecap Advisors
Brett Mills is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds a Series 65 designation and has been with CoreCap Advisors since 2014, following an 11-year tenure at Senior Benefits Group. Mills is also an independent insurance agent selling fixed products and health and life insurance. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations, employing a relationship-oriented approach with a long-term investment horizon.
Lauren B
Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.
Kyle L
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. Before joining Foguth Wealth Management in 2024, he was with Foguth Financial Group and had a professional baseball career with the Detroit Tigers organization from 2015 to 2023. 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, using investment approaches that combine fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
Charles H
Series 63, Series 65
Bloomfield Hills, MI
Berthel, Fisher & Company Financial Services, Inc.
Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.
Bradley V
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Bradley Vey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and 12 years of industry experience. He has worked with truAdvice, LLC and Foguth Financial Group during his career. Outside of advising, 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 roughly $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-based analysis.
Samantha W
CFP®, Series 63, Series 65
Southfield, MI
Advance Capital Management Inc
Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.
Rhoda W
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Rhoda Woods is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Perigon Wealth Management, LLC and Lumin Financial, LLC. Woods is also a licensed insurance agent and operates Alpha Omega Insurance and Financial Services, LLC, where she provides financial coaching and insurance sales. 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, and retirement plan consulting, focusing on tailored investment plans that utilize exchange-traded products and a mix of analytical approaches.
Steven W
Series 66
Southfield, MI
Corecap Advisors
Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.
Drew G
CFP®, Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Drew Green is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foguth Wealth Management, LLC. He has previously held roles at Fidelity Investments and its subsidiaries over a 14-year period. Outside of his advisory work, he owns a photography business called The Greener Side. 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 combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Julian G
Series 65, Series 63
Southfield, MI
Corecap Advisors
Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CoreCap Advisors since 2014. Guilfoyle is also president of Cooper, Adel, Vu Financial, where he oversees sales of long-term care insurance and annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach.
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1,638 advisors near
48383
within the area shown on the map
Out of 400,000+ nationwide