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.

Robert Forte is a CFP® and holds a Series 65 license, with nine years of experience in financial advising. He has been with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

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.

Kasey Styrna is a financial advisor with Plante Moran Financial Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Plante Moran Financial Advisors and its affiliated insurance agency since 2013, following three years at Charles Schwab. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Boris Andrikos is a financial advisor at CoreCap Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with CoreCap Advisors and its related entities since 2014. In addition to his advisory role, he operates Andrikos Financial Partners, LLC, where he provides insurance services and manages employee benefits for an automotive supplier. CoreCap Advisors offers 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 a range of investment vehicles and sub-advisors to manage client portfolios.

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.

Stephanie Scully is a financial advisor at Corecap Advisors with four years of industry experience. She holds a Series 65 designation and has worked concurrently at Simasko Financial and Simasko Law since 2015, where she assists with estate planning signings, appointments, seminars, and life insurance and annuity applications. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including high-net-worth individuals, trusts, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, and fixed income, often engaging sub-advisors and third-party asset managers.

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.

Richard Davis is a financial advisor with Arax Advisory Partners in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at Transcend Capital Advisors, UBS Financial Services, and Goldman Sachs Wealth Services. Arax Advisory Partners serves a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses, offering comprehensive wealth management and advisory services. The firm combines in-house portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics, and has grown through recent consolidations and acquisitions to a platform of over 200 advisors.

Thaddeus Schlaud is a CFP® and holds a Series 66 designation, with 13 years of experience in financial advising. He has worked at Secure Asset Management, L.L.C. since 2025 and previously spent 10 years at Gainplan LLC. Outside of advising, he owns Clarkston Party Rental, a business unrelated to finance. Secure Asset Management, L.L.C. serves individual clients, including both non‑high-net-worth and high-net-worth households, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs strategies guided by written Investment Policy Statements and utilizes a combination of fundamental, technical, and cyclical analysis alongside third-party managers and held-away account management.

David Howard is a financial advisor with CoreCap Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Simasko Financial, CoreCap Investments, LLC, and CoreCap Advisors, LLC since 2016. In addition to his advisory role, he assists clients with individual and tax returns during tax season. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers discretionary investment and portfolio management, financial planning, and access to a range of third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach.

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.

Steven Azoury is a financial advisor at CoreCap Advisors with 44 years of industry experience. He holds the ChFC® and Series 63 designations and has been with CoreCap Investments, LLC since 2015. Outside of his advisory role, he operates as an independent insurance agent through Azoury & Associates and Azoury Financial. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a broad range of clients, including high-net-worth individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and makes use of mutual funds, ETFs, individual equities, fixed income, and third-party asset managers.

Jeffrey Perry is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Quest Commonwealth and Comcast. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm delivers tailored advice through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing strategies.

Ronald Thompson Sr. is a financial advisor at CoreCap Advisors with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he serves as president and attorney at Thompson Stewart, P.C., where he provides legal services including estate planning, corporate law, family law, and civil litigation. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and selectively options or short sales after client discussion.

Peter Frawley is the president of Overwatch Advisors, LLC, with 21 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors and CoreCap Investments, LLC since 2012. Overwatch Advisors serves other investment advisers and institutional clients as a subadviser, focusing on equities and exchange-traded funds through tactical portfolio management that combines charting, fundamental, quantitative, and technical analysis. The firm manages client mandates on a discretionary basis and employs both long-term and short-term trading strategies.

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.

William Gibbons Jr. is a financial advisor at Wealthcare Advisory Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at LPL Financial since 2002. In addition to his advisory role, Mr. Gibbons serves as a board member and treasurer of the Lapeer County Community Foundation, where he participates in finance and donor development committees and collaborates with external accounting firms. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, combining both passive and active investment strategies alongside quantitative and fundamental analysis.