Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Steven Gordon is a CFP® and Series 63 designee affiliated with Fortis Capital Advisors, LLC. He has 17 years of experience with Capstone Concepts Inc. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a range of investment styles and third-party sub-advisors.

Nickolas Sanchez is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with O.N. Investment Management Company and its affiliated firms since 2011. Outside of his advisory role, he works as an independent agent in life insurance sales. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and both discretionary and non-discretionary account management.

Kyle Satterlee is a financial advisor at Gradient Advisors, LLC with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Gradient Advisors in 2026, he worked at IAMS Wealth Management and has been a managing member of Compass Financial Group, LLC since 2008, where he also oversees insurance product sales and retirement plan marketing for professionals and small businesses. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and various organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, delivering a largely non-discretionary investment approach supported by detailed risk analysis and multiple analytic techniques.

David Rea is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Founders Financial Securities since 2009 and previously spent 37 years at REA & Shoemaker PC. Outside of advising, he serves as a tax return reviewer for GRAD & SHOEMAKER P.C. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of advisory programs that include model portfolios and third-party sub-advisory relationships.

Joseph Henderson is a CFP® professional with 19 years of experience in the financial industry. He has worked at Johnson Investment Counsel, Inc. since 2019 and previously spent 10 years at Vintage Financial Services, LLC. Located in Livonia, MI, he holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension consulting, and offers model portfolio services through third-party platforms, employing a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies.

Ronald Thompson is a financial advisor at CoreCap Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Strategies Group, Daly Merritt Financial Services, and New York Life Insurance. Thompson is also an insurance agent at True North Advisors, where he engages in life insurance and annuity sales. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, often incorporating sub-advisors and tax-efficient strategies.

Christine Mc Cafferty is a financial advisor at CoreCap Advisors with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with firms including Brokers International Financial Services and Forethought Investment Group. Outside of her advisory role, she is involved in insurance sales focusing on Medicare-Health Insurance through Advantage Benefits Retirement Services, LLC. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients with discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach emphasizing mutual funds, ETFs, equities, and bonds, while managing multiple ownership and affiliate relationships that influence its service offerings.

Aaron Wooster is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at CoreCap Advisors since 2016. Wooster is also an independent agent and partner at Jackson Kennedy, where he sells annuities, fixed indexed annuities, and life insurance products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented approach with a long-term investment horizon, employing mutual funds, ETFs, individual equities, and fixed income, and often works with sub-advisors and third-party asset managers.

Kellan Landefeld is a Series 65-licensed advisor with Foguth Wealth Management, LLC. He joined the firm in 2025 and has previously been affiliated with Foguth Financial Group. His academic background includes time spent at Case Western Reserve University and Michigan State University. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm emphasizes tailored investment plans and model portfolios focusing on exchange-traded products and applies a blend of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

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.

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.

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 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.

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

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 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 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.

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.

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.