Erin Nordloh is a financial advisor at Summit Financial, LLC with 14 years of industry experience. She holds a Series 66 credential and has previously worked at Wells Fargo Clearing, Raymond James & Associates, Inc., and Voya Financial Advisors. In addition to her role at Summit Financial, she is involved with Great Lakes Private Wealth as a Wealth Relationship Manager. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate client preferences and provides access to alternative investments and retirement plan advisory services.

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 with Foguth Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. He has worked at multiple firms, including Truadvice, LLC and Foguth Financial Group, and serves as President of Calvaneso and Associates Inc., an insurance products business focusing on life insurance and fixed annuities. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion in assets across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement consulting, with investment strategies emphasizing exchange-traded products and a combination of fundamental, technical, and Modern Portfolio Theory analyses.

Wendy Morin is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with three years of industry experience. She previously worked at Bank of America and Merrill and spent 27 years with Utica Community Schools. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm specializes in discretionary portfolio management, financial planning, and retirement consulting, using tailored investment plans that emphasize exchange-traded products and combine multiple analytical approaches.

Eddison Millington II is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Pinnacle Wealth Management Group, Inc., Private Client Services LLC, and SEI Investments. Millington also operates as an Investment Adviser Representative at Pinnacle Wealth Management Group and is a licensed insurance agent involved in insurance sales. B. Riley Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers various investment programs and manages approximately $4.21 billion in assets through around 173 advisors.

James Tietema is a financial advisor with Foguth Wealth Management, LLC., holding a Series 66 license and possessing 11 years of industry experience. His work history includes roles at Secure Investors Group, Wells Fargo Clearing, LLC, and Ameriprise Financial Services, Inc. Outside of financial advising, he serves as an instructor and mentor in wrestling through Mindset Wrestling. 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 educational seminars, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Joseph Wilkinson is a financial advisor at Foguth Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Edward Jones and Brookstone Capital Management. Outside of his advisory role, he is 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 offers discretionary portfolio management, financial planning, and retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

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 financial advisor at Foguth Wealth Management, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Sullivan is also an insurance agent, providing selected insurance product recommendations as part of his financial planning services. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using exchange-traded products and a combination of fundamental, technical, and Modern Portfolio Theory-based analysis.

Thomas Kaufman is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with HBW Advisory Services since 2013 and also owns TMK Financial Services LLC, a tax and accounting business where he prepares tax returns and offers tax advice. His career includes roles at HBW Securities LLC and Cetera Advisor Networks LLC. HBW Advisory Services primarily serves individual clients, as well as businesses, trusts, estates, charitable organizations, and retirement plans, providing discretionary asset management, financial planning, and consulting. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes third-party managers and model portfolios to implement multi-manager strategies aimed at limiting downside risk.

Chad Barrios is a financial advisor at Foguth Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Charles Schwab, and USAA. 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, utilizing tailored investment plans that emphasize exchange-traded products and a blend 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 credential with one year of industry experience. Prior to joining Foguth Wealth Management, he worked at Hill Island Financial LLC and spent nine years at Wm. B. Eerdmans Publishing Co. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and a blend of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

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.

Joe Dahm is a financial advisor at Asset Allocation Strategies, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with GLP Investment Services and GLP & Associates since 2001. Outside of his advisory work, he is involved with DAHM Editorial Services, LLC, a copy editing business. 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 employs strategic asset allocation using advanced quantitative techniques and offers additional services such as 529 plan assistance and investment policy reviews.

Kenneth Voog 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 Fisher Investments, Calamos Financial Services, Bank of America, and Merrill Lynch. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes exchange-traded products and applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis in constructing tailored investment plans.

William Campbell is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Foguth Wealth Management, LLC and has previously worked at ATFS Advisers, Sharkey, Howes & Javer, Inc., and Charles Schwab in various advisory 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, qualified retirement plan consulting, and access to third-party managers, utilizing investment strategies that include exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analyses.

Thomas Archer is a CFP® and ChFC® with 29 years of industry experience. He has been with Founders Financial Securities LLC since 2006. Outside of his advisory role, Archer serves as a board member and treasurer for Reaching Higher Inc., a youth leadership development organization, and is the owner and president of the 7 Pillars Foundation, a charitable foundation. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management and consulting services, utilizing multiple investment platforms and combining advisory, brokerage, and insurance capabilities.

Duane Johnson is a financial advisor at Consolidated Portfolio Review Corp with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Vanderbilt Financial Group, Executive Wealth Management, Private Client Services, TD Ameritrade, and Charles Schwab. Johnson is also the founder and principal of Quarters Wealth Management LLC. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary and third-party investment solutions.

John Kamal is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial services to small business owners, pilots, and corporate executives. He applies his entrepreneurial background to help clients identify efficiencies and reduce operational costs in their businesses, as well as assist with succession and retirement planning. His client focus includes areas such as college education planning, divorce transition planning, executive compensation, family wealth management, legacy and liquidity management, personal retirement planning, small business strategies, and retirement income. John holds a Bachelor's Degree from Michigan State University and the Professional Investment Advisor (PIA) designation. He has experience in individual and corporate investment strategy and emphasizes helping clients manage their money and retirement assets effectively. Outside of his professional role, John engages in adventure sports, basketball, biking, boating, boxing, football, skiing, and spending time with his family.