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Salvatore G
Series 66, Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Salvatore Giamarese is an advisor at Foguth Wealth Management, LLC with Series 65 and Series 66 licenses. He has one year of experience at Foguth Wealth Management and Foguth Financial Group and previously spent 15 years with Fidelity Investments. 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 blend of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Benjamin S
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Benjamin Sellenraad is a financial advisor at 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 in senior market sales and is currently employed by the Northville Township Police Department. 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 blend of fundamental, technical, and Modern Portfolio Theory-based analysis.
Adam R
Series 63, Series 66
Northville, MI
Strategic Blueprint, LLC
Adam Rosier is a financial advisor with Strategic Blueprint, LLC in Northville, MI, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining Strategic Blueprint in 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management, financial planning, and consulting services through a network of independent advisory representatives.
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 with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Flynn & Company Inc., OneDigital Investment Advisors LLC, and Sigma Financial Corporation, among others. He serves as a board member for the Mount Elliot Cemetery Association. Accelerate Retirement works with individual and institutional clients, providing retirement plan consulting, investment management, financial planning, and fiduciary services. The firm focuses on long-term investment strategies utilizing customized portfolios and maintains significant retirement plan advisory relationships.
Lamindy B
CFP®, Series 66
Northville, MI
CL Wealth Management LLC
Lamindy Brandon Joseph is a CFP® with 20 years of industry experience and is currently affiliated with CL Wealth Management LLC. He has held roles at Noir Private Wealth, LLC and Cabot Lodge Securities, and has served as a part-time instructor at the University of Phoenix since 2010, teaching finance, economics, and business courses. He is also managing partner of Centurion Wealth Management and managing member of Centurion Financial Advisers, which provides financial planning, insurance solutions, tax preparation, and CFO services for nonprofits. CL Wealth Management LLC offers portfolio advisory and financial planning services to a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis and manages accounts on both discretionary and non-discretionary bases.
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.
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 with Foguth Wealth Management, LLC., holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining the firm, he spent several years working at Intel Corporation. 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, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a blend of fundamental, technical, and Modern Portfolio Theory‑based analysis.
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 advisor at Foguth Wealth Management, LLC with five years of industry experience. He has worked at multiple firms including truAdvice, LLC and Brookstone Capital Management. Outside of advisory work, he is an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tailored investment approach that emphasizes exchange-traded products and integrates fundamental, technical, cyclical, and Modern Portfolio Theory analysis.
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 65, Series 63
Brighton, MI
Foguth Wealth Management, LLC.
Charles Dillon is a financial advisor with Foguth Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at multiple firms, including M1 Capital Management and Cetera Advisors, before joining Foguth Wealth Management. His background also includes work outside the financial sector, such as positions at Door Dash and Oakland University. 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 emphasizing exchange-traded products and employs a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis, providing discretionary portfolio management and financial planning services.
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 31 years of industry experience. He has held roles at several firms including Ceterea Advisor Networks and Voya Financial Advisors, and is involved in multiple business ventures such as ownership of an automotive accessory manufacturing company and facilitation of a local business networking group. Bradford also serves as Vice President of the Greenhills Property Owner Association, overseeing road maintenance and by-law enforcement. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and businesses. The firm employs a blended investment approach, combining tactical asset allocation and multi-manager diversification, and is noted for its high client-to-advisor ratio and institutional and intermediary roles.
Alexander P
Series 65
Brighton, MI
Foguth Wealth Management, LLC.
Alexander Pushman is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. He has worked at Foguth Wealth Management since 2023 and has prior experience with Truadvice, LLC, Brookstone Capital Management, and Clark Companies Inc. Pushman is also the owner of an insurance-related business focused on annuities and life insurance. 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 and financial planning, emphasizing exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based investment analysis.
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444 advisors near
48114
within the area shown on the map
Out of 400,000+ nationwide