Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.

Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. Before joining Foguth Wealth Management in 2024, he was with Foguth Financial Group and had a professional baseball career with the Detroit Tigers organization from 2015 to 2023. 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, using investment approaches that combine fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.

Bradley Vey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and 12 years of industry experience. He has worked with truAdvice, LLC and Foguth Financial Group during his career. Outside of advising, 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 roughly $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-based analysis.

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Rhoda Woods 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 Perigon Wealth Management, LLC and Lumin Financial, LLC. Woods is also a licensed insurance agent and operates Alpha Omega Insurance and Financial Services, LLC, where she provides financial coaching and insurance sales. 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, focusing on tailored investment plans that utilize exchange-traded products and a mix of analytical approaches.

Steven Wilbourn is a financial advisor at CoreCap Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including True North Advisors and Financial Strategies Group, Inc. In addition to his advisory role, Wilbourn is also an insurance agent involved in the sale of life insurance and annuity products. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, bonds, and selective use of options.

Drew Green is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Foguth Wealth Management, LLC. He has previously held roles at Fidelity Investments and its subsidiaries over a 14-year period. Outside of his advisory work, he owns a photography business called The Greener Side. 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 combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Julian Guilfoyle is a financial advisor at CoreCap Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with CoreCap Advisors since 2014. Guilfoyle is also president of Cooper, Adel, Vu Financial, where he oversees sales of long-term care insurance and annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach.

Cory Carlson is a financial advisor at Foguth Wealth Management, LLC., holding a Series 66 designation with 10 years of industry experience. He previously worked at Hantz Financial Services for 11 years before joining Foguth Wealth Management in 2026. 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 educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Daniel Hopkins is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation. He has one year of industry experience and has previously worked at firms such as Northwestern Mutual and GlobeLife Liberty National. Prior to his financial career, he was involved with Gratitude Moving. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $1.07 billion for a multi-advisor team and emphasizes tailored investment plans using exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Ronald Guevarra is a financial advisor at CoreCap Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2013. He is also CEO of First Financial Group USA, Inc., a life and health insurance sales company, and owns businesses including a wellness clinic and a real estate enterprise. CoreCap Advisors provides discretionary investment and portfolio management along with financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors.

Gabriel Sandler is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He has previously worked at Wolverine Tax and Financial LLC and Capstone Tax & Financial, Inc. Sandler is also an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach across multiple asset classes and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Sheila Maloney is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Retirement Resources, LLC since 2011. 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, focusing on tailored investment strategies that utilize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Daniel Herzig is a financial advisor with Foguth Wealth Management, LLC., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Merrill Lynch, Bank of America, and MassMutual Life Insurance, among others. Outside of his advisory work, he serves as the Finance Committee Chair for Bay View Yacht Club, Inc. 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, qualified retirement plan consulting, and access to third-party managers, focusing on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Chad Theisen is a CFP® with four years of industry experience, currently serving as a financial advisor at Advance Capital Management Inc. He has held roles at Advance Capital Management since 2016, with additional experience at Michigan State University and MSU Greenline. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide decisions and offers a range of strategies including direct indexing and alternative investments, managing approximately $4.5 billion in assets across more than 6,800 clients.

Monish Verma is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Verma is also president and director of the Island Lake Shores Association homeowners association. 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 programs, combining discretionary and consultative services tailored to client needs.

Brad Rohde is a financial advisor with Foguth Wealth Management, LLC., holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC, where he has been active for over a decade. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through a multi-advisor team managing approximately $1.07 billion. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, utilizing tailored investment plans that combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Cory Hamlin is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. He previously worked at Kaizen Financial, Inc. and related entities, where he also maintained an insurance agent role. 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 combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Oliver Lee is a financial advisor with CoreCap Advisors, holding Series 65 and Series 66 designations and 12 years of industry experience. He has been with CoreCap Advisors since 2014. Outside of his advisory role, he is involved in fixed insurance through Telluride Financial Inc. and investment consulting via Oliver D. Lee Inc. CoreCap Advisors serves individual, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selectively options or short sales.