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Matthew M

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Matthew Mackey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining the firm, he spent several years working at Intel Corporation. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a blend of fundamental, technical, and Modern Portfolio Theory‑based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Matthew F

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Matthew Foguth is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foguth Financial Group since 2018. Prior to his financial career, he was employed at Serve Pro and Little Caesars. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies focusing on exchange-traded products and combines various analytical approaches in managing approximately $1.07 billion across a multi-advisor team.

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

ChFC®, Series 63, Series 65

Brighton, MI

Founders Financial Securities LLC

Ryan Schacht is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has been with Founders Financial Securities and Great Lakes Financial since 2006. Outside of his advisory role, he is involved with Great Lakes Financial Services Group, where he sells fixed insurance products and markets health insurance to individuals and groups. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Business exit / sale strategy Founder/Business Owner Retired
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Jason P

Series 66

Bloomfield Hills, MI

Wealthcare Advisory Partners LLC

Jason Pivoz is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Integrated Wealth Concepts, LLC and LPL Financial. In addition to his advisory work, Mr. Pivoz holds a CPA position at Blue and Co, LLC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Solomon L

Series 66

Bloomfield Hill, MI

Wealthcare Advisory Partners LLC

Solomon Lamacchio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He also provides investment advisory services through Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment delivery options, combining large-scale advisory operations with various non-advisory financial products.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Raymond P

Series 63, Series 65

Southfield, MI

Corecap Advisors

Raymond Pett is a financial advisor with Corecap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Windsor, Sheffield & Co Inc and Core Capital Advisors since 2012. Pett is also involved with M&O Marketing, an affiliated company of CoreCap, focusing on business development. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a mix of mutual funds, ETFs, equities, fixed income, and occasionally options or short sales.

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

CFP®

Brighton, MI

Foguth Wealth Management, LLC.

Jacob Black is a CFP® professional with four years of experience in financial advising. He currently works at Foguth Wealth Management, LLC and previously held roles at Blue Jay Financial Group and Hurlow Wealth Management Group. Outside of advising, he serves on the Defiance Rotary Club Board and owns a small business that sells wooden pallets. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans using 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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Jeffrey L

CFP®, Series 63

Southfield, MI

Advance Capital Management Inc

Jeffrey Lido is a CFP® with 22 years of industry experience, currently serving at Advance Capital Management Inc since 2003. He holds the Series 63 designation and works out of Southfield, MI. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and other institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, with investment decisions guided by an Investment Committee and a focus on tailored risk management.

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

Series 66

Farmington Hills, MI

Capital Analysts

Robert Roux is a financial advisor at Capital Analysts with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Roux has been with Capital Analysts and Lincoln Investment since 2023. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, offering a range of advisory services and custom portfolio options.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Kevin B

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Kevin Beazley is a Series 65 licensed advisor at Foguth Wealth Management, LLC with five years of industry experience. He has worked at multiple firms including truAdvice, LLC and Brookstone Capital Management. Outside of advisory work, he is an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tailored investment approach that emphasizes exchange-traded products and integrates fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Timothy N

Series 63, Series 66

Southfield, MI

Capital Analysts

Timothy Narva is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Lincoln Investment Planning since 2013 and continues to receive residual income from servicing fixed insurance accounts. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and a proprietary investment screening process.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Michael T

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Michael Tommy is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2022, including roles at MSU Federal Credit Union and SGH Wealth Management before joining Foguth Wealth Management. His background also includes experience at Oakland University and Macomb Community College. Foguth Wealth Management serves 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, with an investment approach that emphasizes tailored plans using 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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Luis C

CFA®

Southfield, MI

Advance Capital Management Inc

Luis Cely is a CFA® charterholder at Advance Capital Management Inc with one year of industry experience. Prior to joining Advance Capital Management, he worked at the City of Detroit for eight years and had brief roles at Seizert Capital Partners and a period of unemployment. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a Recommended List and model portfolios tailored to client needs, incorporating direct indexing, alternative assets, and limited cryptocurrency exposure, with oversight of sub-advisors and discretionary management.

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

CFP®, Series 66

Milford, MI

Mariner Independent

Patrick Shaw is a CFP® with 20 years of industry experience, currently affiliated with Mariner Independent. He has worked at Fortitude Financial Partners and Mariner Platform Solutions since 2024 and was previously with Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives who utilize firm-built model portfolios, customized discretionary portfolios, and a broad range of investment tools.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Bryant R

Series 65

Walled Lake, MI

Fiduciary Financial Advisors

Bryant Rivera is a financial advisor at Fiduciary Financial Advisors with a Series 65 credential and one year of industry experience. Prior to joining Fiduciary Financial Advisors, he worked at Aebi Schmidt Group, Thermo King, General Motors, and the University of Puerto Rico, Mayaguez. He is the sole owner of MCP Financial Services, a tax-related business in which he dedicates time during tax season. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutions. The firm combines strategic asset allocation with tactical adjustments and utilizes a variety of investment approaches, including the use of third-party managers and private alternative funds.

Private / alternative investments Retirement income strategy Business Financial Management Founder/Business Owner Retired
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Robert R

Series 63, Series 65

Southfield, MI

Corecap Advisors

Robert Romain is a financial advisor at CoreCap Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Investments, LLC and CoreCap Advisors, LLC since 2015, as well as R F Romain and Associates Inc since 2010. He is also a licensed independent insurance agent specializing in fixed insurance products. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and incorporates sub-advisors and third-party asset managers with annual oversight.

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

CFP®, Series 63, Series 65

Southfield, MI

Advance Capital Management Inc

Cullen Prena is a CFP®-certified financial advisor with six years of industry experience, currently with Advance Capital Management, Inc. He previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, LLC. Advance Capital Management serves a diverse client base including individuals, retirement plans, and institutional investors, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach involves an Investment Committee that manages approved mutual funds and ETFs, with offerings such as direct indexing, alternative investments, and crypto-related strategies.

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

CFP®, Series 66

Farmington Hills, MI

Elevation Point Wealth Partners, LLC

Jay Hack is a CFP® with 20 years of industry experience, currently affiliated with Elevation Point Wealth Partners, LLC in Farmington Hills, MI. He has worked at Raymond James & Associates since 2006 and has been with Elevation Point Wealth Partners and Purshe Kaplan Sterling Investments since 2025. Hack serves as a board member of Temple Israel, a charitable nonprofit organization. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities through programmatic offerings and utilizes a model portfolio approach featuring tactical asset allocation across mutual funds, ETFs, and separately managed accounts.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
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Scott L

Series 66

West Bloomfield, MI

IP Financial Advisory Services LLC

Scott Loney is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Innovation Partners LLC, LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and Cambridge Investment Research Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on non-high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using discretionary authority to implement customized investment strategies and referring clients to third-party investment advisors.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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George W

Series 65

Clarkston, MI

Wealth Watch Advisors, Inc

George Wells is a financial advisor at Wealth Watch Advisors, Inc with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Cirrus Capital, BLACK OAK CAPITAL, FAMILY 1ST FINANCIAL dba LEGACY OF AMERICA, and Versaille Capital Advisors. Outside of his advisory role, Wells is also an owner and consultant at ShiftMethods, providing consulting and sales training services. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through approved third-party model managers and offers financial planning, consulting, and solicitation services, with an emphasis on a combination of quantitative, qualitative, and technical analysis.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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