Peter Molnar is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2020 and was previously employed at Northwestern Mutual and TEMO Sunrooms. Molnar is based in Brighton, Michigan, and holds roles that include investment advisory and associate senior management responsibilities at McAdam. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing discretionary portfolio management with diverse asset allocations, including specialized exposures such as private funds and cryptocurrency vehicles.

Alyssa Mc Laughlin is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Stonebridge Financial Partners, Kennedy Financial Group, and Flexible Plan Investments. Before entering the financial sector, she worked in client-facing positions at Hand & Stone Massage & Facial Spa, Inverness Country Club, and Dicks Sporting Goods. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative and qualitative manager selection and maintains a communications program featuring quarterly reviews, market commentary, and client conferences.

Bradley Boogren is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2004, serving in various roles including Financial Consultant, VP Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, he was a Field Director at Northwestern Mutual Financial from 2001 to 2004. Throughout his career, Bradley has focused on building long-lasting relationships with clients and assisting them through the financial and retirement planning process. He utilizes a range of planning tools and strategies to help clients improve their financial situations and work towards financial security. Outside of his professional work, Bradley enjoys activities such as beach outings, boating, camping, music, outdoor adventures, and traveling.

Katie Gushen 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 AAFMAA Wealth Management & Trust, LLC and Blue Chip Partners, Inc. among other 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, retirement plan consulting, and educational seminars, with a focus on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

Thomas Lampert is a CFP® and ChFC® with 35 years of industry experience. He has been with Founders Financial Securities LLC since 2012 and previously worked at Archer Huntley Financial Services, Inc. Outside of his advisory role, he is the owner and president of Poet of Light LLC, a poetry book business. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and insurance, utilizing multiple advisory platforms and a combination of in-house and third-party asset management solutions.

Maria Wilczewski is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America, N.A. for seven years before joining John Hancock and its affiliated entities in 2019. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to generate generally framed recommendations, with implementation decisions left to clients, and operates with a technology-assisted service model supporting a high client load per advisor.

Gary Haapala is a CFP® with 12 years of experience in the financial industry. He is currently an advisor at Wealthcare Advisory Partners LLC and previously worked at Arbor Trust Wealth Advisors, LLC for 11 years. Outside of his advisory role, he is a member and 25% owner of MCAH LLC, a group home rental business. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets and serves individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term oriented portfolios.

Timothy Zimcosky is a CFP® professional with 46 years of experience in financial advisory. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kalos Capital, Inc. and Kalos Management. He also serves as president of Zimco Capital, a financial planning firm offering services including securities, mutual funds, and REITs. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team and affiliated broker-dealer, offering a range of investment strategies and retirement plan consulting.

Paul Jude is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 66 license and has worked at Soltis Investment Advisors since 2021. Prior to that, he was with HBKS Wealth Advisors for one year and TIAA-CREF from 2016 to 2020. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals—including high-net-worth clients—as well as institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a broad range of asset types.

Timothy Alfieri is a financial advisor with Foguth Wealth Management, LLC., holding a Series 66 credential and nine years of industry experience. He previously worked at CreativeOne Wealth and USA Financial Securities and has been affiliated with the Hudson Agency for ten years. Alfieri is independently licensed to sell insurance and annuity products through various insurance companies associated with Foguth Financial Group. 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, focusing on tailored investment plans that incorporate exchange-traded products and a variety of analytical approaches.

Nicholas Calvaneso is a financial advisor at Foguth Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has been involved in various financial services roles since 2012. In addition to his advisory work, he serves as president of Calvaneso and Associates INC., a firm focused on insurance products such as life insurance and fixed annuities. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm emphasizes exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis to construct tailored investment plans and model portfolios.

Wendy Morin is a financial advisor with Foguth Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America and Merrill for four years and spent 27 years at Utica Community Schools. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with a multi-advisor team managing approximately $1.07 billion. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, using tailored investment strategies that emphasize exchange-traded products and a combination of analytical approaches.

James Tietema 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 Wells Fargo Clearing, LLC, Ameriprise Financial Services, Inc., and Minnesota Life Insurance Co. Outside of his advisory role, he teaches and mentors athletes in wrestling. 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, financial planning, and qualified retirement plan consulting, focusing on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Joseph Wilkinson is a financial advisor with Foguth Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Edward Jones, Great Lakes Wealth, Brookstone Capital Management, truAdvice, LLC, and Foguth Financial Group. He is also an independent insurance agent specializing in insurance and fixed annuity services. 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 qualified 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.

Samuel Kastamo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including independent painting work. Kastamo also owns Kastamo Financial LLC, an advisory and insurance services business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, and offers a platform that includes tailored suitability assessments and regular portfolio rebalancing.

Paul Sullivan is a CFP® with 24 years of industry experience, currently affiliated with Foguth Wealth Management, LLC. He has worked with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Brokerage Services LLC since 2010. Sullivan is also an independent insurance agent through Foguth Financial Group, where he may recommend insurance products as part of client financial plans. Foguth Wealth Management advises 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, utilizing tailored investment strategies that include exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Chad Barrios is a financial advisor at Foguth Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, Charles Schwab, and USAA. 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 plans with exchange-traded products and a mix 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 designation with one year of industry experience. His background includes roles at Hill Island Financial LLC and nearly a decade at Wm. B. Eerdmans Publishing Co. prior to entering the financial advisory field. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm employs tailored investment strategies emphasizing exchange-traded products and integrates fundamental, technical, cyclical, and Modern Portfolio Theory analyses in portfolio management.

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.