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Anthony E
Series 66
Brighton, MI
Foguth Wealth Management, LLC.
Anthony Endress is a financial advisor at Foguth Wealth Management, LLC, holding a Series 66 designation with four years of industry experience. He has worked at Foguth Wealth Management since 2024 and has been with Hantz Financial Services since 2015. 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, emphasizing tailored investment strategies that utilize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Alexander D
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Alexander Dysarz is a financial advisor at Foguth Wealth Management, LLC with a Series 65 designation and no prior industry experience. His background includes roles at Foguth Financial Group, United Wholesale Mortgage, and the U.S. House of Representatives. 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 educational seminars, utilizing a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis in constructing tailored investment plans.
Matthew M
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Matthew Mackey is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. Prior to joining the firm, he worked at Intel Corporation for several years. 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 that incorporate exchange-traded products and a variety of analytical approaches, managing approximately $1.07 billion across a multi-advisor team.
Matthew F
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Matthew Foguth is a financial advisor at Foguth Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foguth Financial Group since 2018. Prior to his financial career, he was employed at Serve Pro and Little Caesars. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs tailored investment strategies focusing on exchange-traded products and combines various analytical approaches in managing approximately $1.07 billion across a multi-advisor team.
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.
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.
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.
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.
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.
Patrick S
CFP®, Series 66
Milford, MI
Mariner Independent
Patrick Shaw is a CFP® with 20 years of industry experience, currently affiliated with Mariner Independent. He has worked at Fortitude Financial Partners and Mariner Platform Solutions since 2024 and was previously with Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives who utilize firm-built model portfolios, customized discretionary portfolios, and a broad range of investment tools.
Charles D
Series 63, Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Charles Dillon is a financial advisor with Foguth Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at multiple firms such as Cetera Advisors, M1 Capital Management, and truAdvice, LLC. 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 and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
Bryan B
Series 63, Series 65
Brighton, MI
HBW Advisory Services LLC
Bryan Bradford is a financial advisor with HBW Advisory Services LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been involved with multiple ventures including financial planning, tax and business consulting, and serves as CEO of an automotive accessory manufacturing company. Bradford also facilitates a local business referral network and is involved in community activities such as serving as Vice President of the Greenhills Property Owner Association. HBW Advisory Services manages approximately $1.75 billion in client assets, serving a wide range of individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach, utilizing third-party money managers, tactical asset allocation, and multi-manager diversification, and incorporates AI tools for operational efficiency while maintaining a high client-to-advisor ratio.
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.
Lisa S
Series 63, Series 65, Series 66
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 and nine years of industry experience. Prior to joining Founders Financial in 2018, she worked at Voya Financial Advisors and Bradford Financial Advisors. Outside of her advisory role, Spitler works as a substitute teacher for local schools and provides spiritual counseling. Founders Financial Securities LLC offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in client assets through a network of advisors. The firm provides multiple advisory platforms and services, including managed portfolios, financial planning, and specialized offerings such as 1031 exchange consulting and co-advised private wealth solutions.
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.
Jaxson B
Series 66
Brighton, MI
HBW Advisory Services LLC
Jaxson Barlow is a financial advisor with HBW Advisory Services LLC in Brighton, MI. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining HBW, Barlow worked in various roles outside the financial industry, including at The Reserve Steakhouse and Equitable Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans with a range of asset management, financial planning, and consulting services. The firm employs a blended investment approach that includes tactical asset allocation, fixed income, and multi-manager diversification, supported by AI tools for operational efficiency.
Ryan G
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Ryan Gauche is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with four years of industry experience. His prior work includes roles at Bridgeriver Advisors LLC, Ameriprise, LPL Financial, and Lake Michigan Credit Union. 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 alongside a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.
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.
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.
Bradley B
Series 63, Series 65, Series 66
Milford, MI
Mariner Independent
Bradley Boogren is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2004, serving in various roles including Financial Consultant, VP Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, he was a Field Director at Northwestern Mutual Financial from 2001 to 2004. Throughout his career, Bradley has focused on building long-lasting relationships with clients and assisting them through the financial and retirement planning process. He utilizes a range of planning tools and strategies to help clients improve their financial situations and work towards financial security. Outside of his professional work, Bradley enjoys activities such as beach outings, boating, camping, music, outdoor adventures, and traveling.
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