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Caleb H

Series 65, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Caleb Hug is a financial advisor at Foguth Wealth Management, LLC., holding Series 65 and Series 63 licenses. He began his advisory career in 2025 after 15 years with Walmart Inc. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion through a multi-advisor team. The firm offers tailored investment plans emphasizing exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Jared V

CFP®, Series 63, Series 65

Southfield, MI

Advance Capital Management Inc

Jared Vandenberg is a CFP® professional with 12 years of experience in financial advising. He has been with Advance Capital Services since 2013. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, managing approximately $4.5 billion in assets across over 6,800 clients with a team of 29 advisors.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
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Caleb M

Series 66, Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Caleb Marsh is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Strategic Advisory Partners and Morgan Stanley Private Bank. 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, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Michael S

CFA®, Series 66, Series 65

Fenton, MI

Modera Wealth Management, LLC

Michael Starkel is a CFA® charterholder and holds Series 65 and Series 66 licenses, with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and previously worked at Mercer Global Advisors Inc., Parsec Financial Management, Inc., and Edward Jones. Prior to his financial services career, he served four years with the West Bloomfield Fire Department. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified investment strategies based on Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings to deliver an integrated advisory model.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Michael F

ChFC®, Series 63

Farmington Hills, MI

Foundations Investment Advisors LLC

Michael Fenster is a financial advisor at Foundations Investment Advisors LLC with 34 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes over three decades with Northwestern Mutual in various capacities and the ownership of Lifetime Financial Growth, an insurance sales business. Outside of advising, he is also licensed as an insurance agent selling life insurance, annuities, and group health insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

ESG / Sustainable investing
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Neil C

Series 65

Southfield, MI

Corecap Advisors

Neil Chidester is a financial advisor with CoreCap Advisors in Southfield, MI. He holds the Series 65 designation and has eight years of industry experience, including 13 years at Hantz Financial Services, Inc. Chidester also works as a Financial and Tax Strategist at Wealth Trac Financial, providing tax and financial planning services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to various third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Jordan M

Series 66, Series 65

Brighton, MI

Foundations Investment Advisors LLC

Jordan Main is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Gradient Advisors LLC, Fusion Capital Management, and AE Wealth Management, among others. Outside of advisory work, he is involved in tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating model portfolios and an asymmetric rebalancing strategy across a broad network of affiliated offices.

ESG / Sustainable investing
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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.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
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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.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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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.

General retirement planning Income planning Retirement income strategy
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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. Prior to joining the firm, he spent several years involved with the Detroit Tigers organization, including Major League Baseball and minor league affiliates. 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-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Bradley V

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Bradley Vey is a financial advisor at Foguth Wealth Management, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked previously at truAdvice, LLC and Brookstone Capital Management LLC. In addition to his advisory work, he operates as 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 focuses on discretionary portfolio management and financial planning, utilizing exchange-traded products and a combination of fundamental, technical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
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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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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