Steven Gordon is a CFP® with the Series 63 designation affiliated with Fortis Capital Advisors, LLC. He has 17 years of experience with Capstone Concepts Inc. but no prior industry experience listed. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies including discretionary management, passive, active, tactical, and ESG-oriented options.

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.

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 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Brokers International Financial Services and Forethought Investment Group. Outside of her advisory role, she is an insurance agent involved in Medicare health insurance sales through Advantage Benefits Retirement Services, LLC. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, and institutional clients. The firm emphasizes a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and frequently engaging sub-advisors and third-party asset managers.

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.

Jennifer Jones is a CFP® professional with 21 years of experience in the financial advisory industry. She has worked at multiple firms, including Flynn & Company, OneDigital Investment Advisors LLC, and Sigma Planning Corporation. Jennifer currently serves at Accelerate Retirement and SJE Retirement LLC. Accelerate Retirement provides retirement plan consulting, investment management, financial planning, participant advice, and fiduciary services for individual, institutional, and employer plan clients. The firm offers customized investment programs with a long-term focus and manages significant retirement plan advisory relationships.

Caleb Hug is a financial advisor at Foguth Wealth Management, LLC. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to entering financial services, Caleb worked for Walmart Store Inc. for 15 years. 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 utilizes a blend of investment analyses to construct tailored portfolios focused on exchange-traded products.

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.

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 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 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 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.

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.