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Ryan S

ChFC®, Series 63, Series 65

Brighton, MI

Founders Financial Securities LLC

Ryan Schacht is a financial advisor with Founders Financial Securities LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 19 years of industry experience. He has been with Founders Financial Securities and Great Lakes Financial since 2006. Outside of his advisory role, he is involved with Great Lakes Financial Services Group, where he sells fixed insurance products and markets health insurance to individuals and groups. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised private wealth solutions.

Business exit / sale strategy Founder/Business Owner Retired
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David V

Series 63, Series 65

South Lyon, MI

IPI Wealth Management, Inc.

David Volante is a financial advisor with IPI Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with IPI Wealth Management and Investment Planners Inc since 2015. Outside of his advisory role, he is president of Volante Financial Group, LLC, a company used for tax purposes and bill paying. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, operating an open-architecture platform with proprietary risk-based models and an outsourced-agent operational framework.

ESG / Sustainable investing Retirement income strategy
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Jacob B

CFP®

Brighton, MI

Foguth Wealth Management, LLC.

Jacob Black is a CFP® professional with four years of experience in financial advising. He currently works at Foguth Wealth Management, LLC and previously held roles at Blue Jay Financial Group and Hurlow Wealth Management Group. Outside of advising, he serves on the Defiance Rotary Club Board and owns a small business that sells wooden pallets. 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 tailored investment plans using 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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Kevin B

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Kevin Beazley is a Series 65-licensed financial advisor at Foguth Wealth Management, LLC with five years of industry experience. His previous roles include positions at truAdvice, LLC, Brookstone Capital Management, and Foguth Financial Group. In addition to his advisory work, he is an independent insurance agent providing insurance and fixed annuity services. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment strategies that emphasize exchange-traded products and a blend of analytical approaches.

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

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Michael Tommy is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation. He has worked in the financial services industry since 2022, including roles at MSU Federal Credit Union and SGH Wealth Management before joining Foguth Wealth Management. His background also includes experience at Oakland University and Macomb Community College. Foguth Wealth Management serves 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 qualified retirement plan consulting, with an investment approach that emphasizes tailored plans using 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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Charles D

Series 65, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Charles Dillon is a financial advisor at Foguth Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Cetera Advisors, M1 Capital Management, and Truadvice, LLC. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion in assets through a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Bryan B

Series 63, Series 65

Brighton, MI

HBW Advisory Services LLC

Bryan Bradford is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with multiple financial and business ventures, including ownership roles in Bradford Financial Advisors LLC and Bryan C. Bradford LLC, as well as participation in referral and networking groups. Outside his advisory work, he is the owner and CEO of Unfinished LLC, an automotive accessory manufacturing business, and serves as Vice President for the Greenhills Property Owner Association. HBW Advisory Services primarily serves individual clients, along with businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary asset management, financial planning, and sub-advisory services, relying on third-party managers and model portfolios to manage risk and implement tactical strategies.

General retirement planning College savings (529s, UTMA, etc.) Tax-loss harvesting
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Alexander P

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Alexander Pushman is a financial advisor with Foguth Wealth Management, LLC. He holds a Series 65 license and has five years of industry experience. Prior to joining Foguth Wealth Management in 2023, he worked at truAdvice, LLC and Brookstone Capital Management. Outside of investment advisory services, he is the owner of Clark Companies Inc, an insurance business focused on annuities and life insurance. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion in assets. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a mix of fundamental, technical, cyclical, and Modern Portfolio Theory analyses to create tailored investment plans.

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

Series 63, Series 66, Series 65

Brighton, MI

Founders Financial Securities LLC

Lisa Spitler is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63, 65, and 66 licenses with nine years of industry experience. Her prior roles include positions at Voya Financial Advisors and Bradford Financial Advisors. Outside of advising, she works as a substitute teacher for grades K-12 at Brighton Area Schools and St. Patrick School, and she provides spiritual counseling through Gentle Strength Spiritual Counseling. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets. The firm supports its advisors with multiple advisory platforms and emphasizes a range of services including retirement guidance, 1031 exchange consulting, and co-advised private wealth solutions.

Business exit / sale strategy Founder/Business Owner Retired
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Cameron E

Series 65

Brighton, MI

Foundations Investment Advisors LLC

Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.

ESG / Sustainable investing
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Kade P

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Kade Peterson is a financial advisor at Foguth Wealth Management, LLC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Foguth Wealth Management, he worked at Equitable Advisors for two years. Outside of his advisory role, Kade occasionally works as an Uber driver on weekends. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm emphasizes tailored investment plans using exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Adam F

Series 66

Brighton, MI

Foundations Investment Advisors LLC

Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.

ESG / Sustainable investing
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Jaxson B

Series 66

Brighton, MI

HBW Advisory Services LLC

Jaxson Barlow is a financial advisor at HBW Advisory Services LLC, holding a Series 66 designation with less than one year of industry experience. Prior to his role in financial advising, he has worked in various customer service and retail positions, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services primarily serves individual clients and also advises businesses, trusts, estates, charitable organizations, and retirement plans. The firm uses risk-tolerance questionnaires and third-party managers to implement discretionary asset management and financial planning services.

General retirement planning College savings (529s, UTMA, etc.) Tax-loss harvesting
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Ryan G

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Ryan Gauche is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and four years of industry experience. His prior roles include positions at Bridgeriver Advisors LLC, Ameriprise, LPL Financial, and Lake Michigan Credit Union. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with 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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Teressa H

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Teressa Hupfer is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with six years of industry experience. Her career includes roles at Edward Jones and PNC Investments prior to joining Foguth. She is also licensed as an insurance agent. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing over $1 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, using tailored investment plans that emphasize exchange-traded products and various analytical methods.

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

Series 65

Brighton, MI

McAdam LLC

Peter Molnar is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2020 and was previously employed at Northwestern Mutual and TEMO Sunrooms. Molnar is based in Brighton, Michigan, and holds roles that include investment advisory and associate senior management responsibilities at McAdam. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, utilizing discretionary portfolio management with diverse asset allocations, including specialized exposures such as private funds and cryptocurrency vehicles.

General retirement planning Private / alternative investments ESG / Sustainable investing
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Katie G

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Katie Gushen is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at AAFMAA Wealth Management & Trust, LLC and Blue Chip Partners, Inc. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across multiple advisors. The firm focuses on tailored investment plans and model portfolios emphasizing exchange-traded products and combines various analytical approaches, providing discretionary portfolio management, financial planning, and qualified retirement plan consulting.

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

Series 65

Brighton, MI

Foundations Investment Advisors LLC

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

ESG / Sustainable investing
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Thomas L

CFP®, ChFC®, Series 63

Brighton, MI

Founders Financial Securities LLC

Thomas Lampert is a financial advisor at Founders Financial Securities LLC with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Founders Financial Securities since 2012. Outside of his advisory work, he is the owner and president of Poet of Light LLC, a poetry book and related items business. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisers managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios and 1031 exchange consulting, and allows advisers to deliver tailored investment strategies with both discretionary and non-discretionary management options.

Business exit / sale strategy Founder/Business Owner Retired
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Maria W

Series 66

Brighton, MI

John Hancock Personal Financial Services, LLC

Maria Wilczewski is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America, N.A. for seven years before joining John Hancock and its affiliated entities in 2019. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to generate generally framed recommendations, with implementation decisions left to clients, and operates with a technology-assisted service model supporting a high client load per advisor.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Life insurance needs analysis
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