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Christopher B

Series 65

Brighton, MI

Strickler Investment Services, LLC

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.

Wealth management Annuities Tax-loss harvesting Founder/Business Owner
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Benjamin R

Series 65

Brighton, MI

SimplyRIA Advisor Network

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.

Retirement income strategy Annuities Wealth management Private / alternative investments Options & derivatives strategies
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Chase P

Series 65

Fenton, MI

Kaydan Wealth Management, Inc.

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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
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Jacob F

Series 65

Brighton, MI

MariPau Wealth Management LLC

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.

Annuities
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Jared R

CFP®

Fenton, MI

Kaydan Wealth Management, Inc.

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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Debt management Cash flow / budgeting Executive Founder/Business Owner Young Professionals Married/Couples/Partners
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Charleen M

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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David R

Series 63, Series 65

Brighton, MI

Founders Financial Securities LLC

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.

Business exit / sale strategy Founder/Business Owner Retired
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Kellan L

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Jennifer J

CFP®, Series 66

Brighton, MI

Accelerate Retirement

Jennifer Jones is a CFP® and holds a Series 66 license with 21 years of industry experience. She is currently with Accelerate Investment Advisors LLC and has prior experience at SJE Retirement LLC, OneDigital Investment Advisors LLC, Flynn & Company, and Wells Fargo Clearing. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach with customized portfolios and offers comprehensive services including plan design consulting, provider research, participant education, and fiduciary roles under ERISA.

Options & derivatives strategies Founder/Business Owner
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Caleb H

Series 65, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Caleb M

Series 66, Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Michael S

CFA®, Series 66, Series 65

Fenton, MI

Modera Wealth Management, LLC

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.

Options & derivatives strategies Concentrated stock management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Vincent P

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Dionisios Z

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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James K

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Jordan M

Series 66, Series 65

Brighton, MI

Foundations Investment Advisors LLC

Jordan Main is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at several firms, including Gradient Advisors LLC and Fusion Capital Management. Outside of his advisory role, he provides tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors serves a broad client base, offering financial planning and portfolio management through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

ESG / Sustainable investing
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Lauren B

Series 63, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Income planning Retirement income strategy
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Kyle L

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he spent several years involved with the Detroit Tigers organization, including Major League Baseball and minor league affiliates. 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 that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Bradley V

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Rhoda W

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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