Genevieve Guys is a financial advisor at Pearl Planning with a Series 65 designation and two years of industry experience. Her prior firms include Asset Allocation Strategies, Northern Trust, and Standish Management. She also works as a conservation specialist involved in life insurance and fixed/index annuity sales. Pearl Planning serves individuals, qualified retirement plans, trusts, estates, and business owners, offering portfolio management and integrated financial planning. The firm uses a range of investment strategies and third-party platforms to deliver client-specific solutions and employs operational features uncommon for its size.

Christopher Bakken is a financial advisor at Strickler Investment Services, LLC with a Series 65 designation and one year of industry experience. His previous roles include positions at Mercer Advisors and CMT Digital. Strickler Investment Services offers discretionary investment management and financial planning to individuals, trusts, and charitable organizations. The firm uses an active, asset-allocation driven approach that incorporates equities, ETFs, and mutual funds, and provides services such as portfolio supervision, tax preparation through an affiliated entity, and advice on held-away accounts and insurance products.

Brian Weisman is a CFP® professional with 16 years of industry experience. He has been with Columbia Asset Management, L.L.C. since 1997. Columbia Asset Management provides discretionary wealth management and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm employs fundamental research combined with Modern Portfolio Theory to construct strategic asset allocations, generally maintaining a long-term investment horizon while allowing for rebalancing or shorter-term trades.

Benjamin Radley is a Series 65-licensed advisor with SimplyRIA Advisor Network in Brighton, MI. He has been with SimplyRIA and SimplyRIA Advisor Network since 2026 and has prior experience working in various roles over the past several years, including at Grand Valley State University and South Lyon Public Schools. He has also worked at multiple golf courses earlier in his career. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support through a team of 26 advisors. The firm combines strategic asset allocation with active and passive management and operates under a corporate RIA structure that supports multiple independent adviser practices.

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.

Alexa Kane is a CFP® professional with 13 years of industry experience. She currently works at Pearl Planning, where she has been since 2025. Her prior experience includes roles at Stephens Consulting, Raymond James Financial Services, Mercer Global Advisors, and M.J. Smith & Associates. Pearl Planning serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business owners, providing portfolio management and integrated financial planning. The firm employs client-specific asset allocations across a range of investment types and utilizes platforms such as Pontera for managing held-away accounts and outsourced trading support.

Hylan Moises is a financial advisor with Darden Wealth Group in Ann Arbor, MI, holding a Series 66 designation and 21 years of industry experience. He previously worked at North Star Financial Consultants and Commonwealth Financial Network for 15 and 18 years, respectively. Outside of his advisory role, he is a member of Times 3 Ventures, LLC, a non-investment-related business. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofit organizations, focusing on wealth management, financial planning, and retirement plan consulting. The firm employs a fundamental, bottom-up investment approach supplemented by macroeconomic and technical analysis, managing portfolios through individual securities, bonds, and ETFs, often on a discretionary basis.

Christen Sando is a financial advisor at Columbia Asset Management, L.L.C. with seven years of industry experience and holds a Series 65 designation. She is part of a four-person advisory team based in Ann Arbor, MI. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis alongside Modern Portfolio Theory with a generally long-term orientation.

Andrea Darden is a financial advisor at Darden Wealth Group with 16 years of industry experience. She holds Series 65 and Series 66 credentials and has been with her current firm since 2018, following an 11-year tenure at Chisholm & Darden. Darden serves on the board of the Michigan Research Institute, a nonprofit focused on developing technologies addressing national needs. Darden Wealth Group provides comprehensive wealth management, financial planning, retirement and pension consulting, and business-owner advisory services to private individuals, university faculty, business owners, foundations, educational institutions, and nonprofit organizations. The firm’s investment approach centers on fundamental analysis with a multi-year time horizon, incorporating tactical allocations and cash management, and it offers both discretionary management and flexible client-directed investment options.

Kory Salagean is a financial advisor at Columbia Asset Management, L.L.C. with five years of industry experience and a Series 65 credential. His prior work includes four years at Annie's Childrencenter and ten years in education. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis and Modern Portfolio Theory with a long-term orientation.

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.

Caleb Hug is a financial advisor at Foguth Wealth Management, LLC., holding Series 65 and Series 63 licenses. He began his advisory career in 2025 after 15 years with Walmart Inc. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion through a multi-advisor team. The firm offers tailored investment plans emphasizing exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Caleb Marsh is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at Strategic Advisory Partners and Morgan Stanley Private Bank. 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, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Vincent Pucillo is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 designation and two years of industry experience. His prior work includes roles at Plante Moran Financial Advisors, SGH Wealth Management, and American Marketing & Publishing. Outside of financial advising, he is the owner and Director of Operations and Sous Chef at The 405 Hospitality Group, LLC, a hospitality and private chefs business. 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, using tailored investment plans focused on exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Dionisios Zavradinos is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Foguth Wealth Management in 2025, he worked in various roles outside the financial industry, including positions at Urban Gyro and The Jagged Fork. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans emphasizing exchange-traded products and a blend of analytical approaches, offering periodic client reviews and educational seminars.

James Komoroski is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation. He has prior experience at Rocket Companies, TruStage, and The M1 Agency LLC, with a total of approximately 14 years in related roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing about $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Jordan Main is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Gradient Advisors LLC, Fusion Capital Management, and AE Wealth Management, among others. Outside of advisory work, he is involved in tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating model portfolios and an asymmetric rebalancing strategy across a broad network of affiliated offices.

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.