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Drew G
CFP®, Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
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.
Cory C
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
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 H
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
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.
Sheila M
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Sheila Maloney is a Series 65 licensed financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She previously worked at Retirement Resources, LLC from 2011 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, utilizing tailored investment plans emphasizing exchange-traded products and a blend of analytical approaches.
Daniel H
Series 63, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
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.
Brad R
Series 65, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Brad Rohde is a financial advisor at Foguth Wealth Management, LLC. He holds Series 65 and Series 66 licenses and has 20 years of industry experience. His prior work includes positions at Fidelity Personal and Workplace Advisors and Waddell & Reed. 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.
Cory H
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Cory Hamlin is a Series 65 licensed financial advisor with three years of industry experience. He is currently affiliated with Foguth Wealth Management, LLC and has prior experience with Kaizen Financial and related entities. Outside of his advisory role, he is also licensed as an insurance agent through Kaizen Financial, Inc. 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 utilizing exchange-traded products and combines multiple analytical approaches in portfolio construction.
Camden R
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Camden Riegel 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, Camden held positions at River Raisin Investment Partners, Inc., CHIPOTLE, and several other companies. 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 qualified retirement plan consulting, emphasizing tailored investment plans that incorporate exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Gabriel Q
Series 63, Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Gabriel Qetrani is a financial advisor at Foguth Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Foguth Wealth Management in 2026, he worked at The Huntington Investment Company and The Huntington National Bank, as well as JP Morgan Securities LLC and JPMorgan Chase Bank N.A. 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 blend of fundamental and technical analysis.
Jeffrey N
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Jeffrey Newsome is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at several firms including CG Financial and Peckham, Inc. prior to joining Foguth Wealth Management. 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 analyses.
Adam S
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Adam Spears is a financial advisor with Foguth Wealth Management, LLC. He holds a Series 65 designation and has three years of industry experience. Prior to joining Foguth Wealth Management, he worked at Truadvice, LLC, University Lending Group, and Cross Country Mortgage. Outside of advisory services, he is involved with Foguth Financial Group, Inc., an insurance agency. 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, focusing on tailored investment plans that utilize exchange-traded products and a blend of fundamental, technical, and quantitative analyses.
James N
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
James Newman is a Series 65-licensed financial advisor with Foguth Wealth Management, LLC. He has experience spanning several firms since 2008, including Meadowbrook Inc. DBA AFGROUP and Exacta Financial Services LLC, before joining Foguth Wealth Management and its affiliated firms 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, focusing on tailored investment plans that emphasize exchange-traded products and combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Dylan K
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Dylan Kennedy is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked with CreativeOne Wealth, LLC and Hudson Agency LLC. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing tailored investment plans that incorporate exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Daniel A
CFP®, Series 63
Brighton, MI
Foguth Wealth Management, LLC.
Daniel Anderson is a CFP® certificant at Foguth Wealth Management, LLC. with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company among other firms. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm constructs tailored investment plans focusing on exchange-traded products and employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Cathryn P
Series 66
Brighton, MI
HBW Advisory Services LLC
Cathryn Porter is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding a Series 66 designation and five years of industry experience. She has worked at CMP Tax Management LLC, Cetera Advisor Networks, and Bradford Financial Advisors LLC, where she also serves as office manager. Additionally, she is an insurance agent involved in fixed insurance sales and assists with trust creation and tax preparation through related business activities. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers and multi-manager diversification, supports sub-advisory and co-advisor relationships, and offers wrap-fee and subscription services.
Salvatore G
Series 65, Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Salvatore Giamarese is a financial advisor with Foguth Wealth Management, LLC. He holds Series 65 and Series 66 licenses and has 15 years of industry experience, including a long tenure at Fidelity Investments before joining Foguth Wealth Management. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and access to third-party managers, emphasizing tailored investment plans with exchange-traded products and a mix of analytical approaches.
Benjamin S
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation with three years of industry experience. He previously worked at Sequent Planning LLC and concurrently serves with the Northville Township Police Department. 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 applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Steven T
Series 63, Series 66
Brighton, MI
Summit Financial, LLC
Steven Thoms is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in helping clients with family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He emphasizes an educational and collaborative approach, working closely with clients to create personalized strategies that address their unique financial situations and long-term goals. Before becoming a financial advisor, Steven built a 20-year career in commercial banking, serving in roles from credit analyst to senior loan officer at both community and national institutions. His interest in investing began in his teenage years, influenced by his uncle who taught him how to analyze financial data and evaluate strategies. Steven holds a Bachelor's Degree from Siena Heights University and is a Personal Investment Advisor (PIA). Steven lives in Chelsea, Michigan, with his wife, Susan, and their dog, Millie. He is involved in his community through participation in Rotary International and various chamber organizations, and he has served on boards and coached youth sports. Currently, he referees high school soccer and is an active member of Bayview Yacht Club, where he races sailboats. His personal interests include adventure sports, biking, boating, cooking, hiking, hunting, and spending time with his family.
Michael S
Series 63, Series 65
Brighton, MI
Accelerate Retirement
Michael Shearon is a financial advisor at Accelerate Retirement with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flynn & Company Inc., Sigma Financial Corporation, and OneDigital Investment Advisors LLC among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Investment Advisors LLC provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term allocation approach, managing portfolios with mutual funds, ETFs, individual securities, and other instruments, while offering fiduciary and co-fiduciary services under ERISA.
Peter D
Series 65, Series 66
Brighton, MI
Gibbs Wealth Management, LLC
Peter Dotson is a financial advisor at Gibbs Wealth Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including BCD Advisors, Fusion Capital Management, Foresters Equity Services, and 360 Wealth Management. In addition to his advisory role, he owns Dotson Financial Group, a life and annuities business. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement portfolios based on clients’ financial situations and risk tolerance.
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