John Lambert is a financial advisor with SimplyRIA Advisor Network in Brighton, MI, holding CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 32 years of industry experience, including roles at LPL Financial and The Huntington Investment Company. Outside of finance, he has been involved in ski coaching and instruction for over four decades, working with junior alpine athletes and various ski teams. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through a team of 24 advisors. The firm operates as an RIA-aggregator, supporting independent advisors who tailor portfolios using a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Logan Doty is a financial advisor at Strickler Investment Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Strickler Investment Services, he has held positions at Powerhouse Gym, Clemson University, BASF Corporation, and in education at South Lyon High School and Centennial Middle School. Outside of advising, he works as a life and health insurance agent with various carriers. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused investment approach with diversified holdings and uses third-party model managers and platform services to implement client portfolios.

Alexander Walther is a financial advisor with Strickler Investment Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities, and he is also involved in insurance sales through Strickler Financial Group. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses an active, asset-allocation-focused approach with diversified holdings and offers integrated services including estate planning and tax preparation through affiliated entities.

Russell Strickler is a CFP® with 20 years of experience in the financial services industry. He is the principal of Strickler Investment Services, LLC and has held various roles at related entities including Strickler Tax Advisory and Strickler Financial Group. Outside of investment advisory, he owns a tax preparation firm and serves as managing member of a personal real estate investment entity. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach with diversified holdings and uses third-party model managers and platform services to implement portfolios.

Jennifer Slater is a CFP® professional with 15 years of experience in financial advising. She has worked at Kaydan Wealth Management, Inc. since 2018 and previously held roles at Raymond James Financial Services Advisors and Shard Financial. She is also a licensed insurance agent. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm uses fundamental analysis and individualized portfolio construction with both modeled and customized strategies implemented on a discretionary basis.

Joseph Morphew is a Series 65-licensed financial advisor with one year of industry experience, currently with MDRN Capital. His prior experience includes positions at Raymond James Financial Services and ownership of Morphew Insurance Group. Outside of financial services, he is CEO of La Boutique, a women’s clothing consignment shop in Howell, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm employs a primarily long-term investment approach, utilizing unaffiliated independent managers and low-cost funds.

Matthew Lamarre is a financial advisor with Caitlin John, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked with Caitlin John, LLC since 2011 and is also a managing partner at Jackson Kennedy and owner of M&L Retirement Solutions, both of which involve selling annuity and life insurance products. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs that combine active and passive management, third-party portfolio managers, and a variety of instruments, including ETFs, mutual funds, equities, fixed insurance products, alternatives, and options strategies.

Ronald Briggs III is a financial advisor with SimplyRIA Advisor Network based in Brighton, MI. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining SimplyRIA, he worked with Jackson National Life and currently serves as Director of Business Development for Entry Point Advisor Network, a service provider for insurance agents and investment advisors. SimplyRIA Advisor Network offers advisory services to individuals, trusts and estates, and qualified retirement plans, combining discretionary and non-discretionary investment management with financial planning and consulting. The firm operates as an RIA-aggregator, with supervised Investment Adviser Representatives managing independent practices under its compliance framework, utilizing a mix of active and passive strategies, third-party sub-advisers, and alternative investments.

Christopher Bakken is a financial advisor with Strickler Investment Services, LLC, holding a Series 65 designation and beginning his industry experience in 2026. Prior to joining Strickler, he worked at several firms including Mercer Advisors and CMT Digital. Strickler Investment Services provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs an active, asset-allocation-focused approach using diversified holdings and third-party model managers, and it offers additional services such as financial planning, estate planning coordination, and tax preparation through affiliated entities.

Benjamin Radley is a Series 65 licensed advisor with SimplyRIA Advisor Network in Brighton, MI, and has one year of experience in financial services. His background includes roles at SimplyRIA and work in education at Grand Valley State University and South Lyon Public Schools. Outside of finance, he has worked in golf course operations. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans through discretionary and non-discretionary investment management, financial planning, consulting, and retirement services. The firm operates as an RIA-aggregator with supervised independent practices and offers a mix of active and passive strategies, third-party sub-advisers, and access to alternative investments.

Chase Poulson is a financial advisor at Kaydan Wealth Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Kaydan Wealth Management in 2024, he worked at Northwestern Mutual and has experience in education from Northwood University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Jacob Fritts is a financial advisor with MariPau Wealth Management LLC in Brighton, MI, holding a Series 65 license and one year of industry experience. Before joining MariPau, he spent six years at Display Group and held roles at Detroit Wallpaper and as a Senior Account Executive. Outside of his advisory work, he consults for event production companies, providing sales, marketing, and leadership support. MariPau Wealth Management offers tailored investment advisory and financial planning services to individuals, corporations, and other entities, managing portfolios with a fiduciary approach that includes discretionary management and access to third-party independent managers.

Jared Ryan is a CFP® professional with one year of experience at Kaydan Wealth Management, Inc. Prior to joining Kaydan, he worked at Michigan State University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

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.

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.

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.

Michael Starkel is a CFA® charterholder affiliated with Modera Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and previously worked at Parsec Financial Management, Inc. and Edward Jones. Prior to his financial advisory career, Starkel served four years with the West Bloomfield Fire Department. Modera Wealth Management, LLC offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation rooted in Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management.