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Kory S

Series 65

Ann Arbor, MI

Columbia Asset Management, L.L.C.

Kory Salagean is a financial advisor at Columbia Asset Management, L.L.C. with five years of industry experience and a Series 65 credential. His prior work includes four years at Annie's Childrencenter and ten years in education. Columbia Asset Management provides wealth management and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm customizes portfolios using a mix of equities, fixed-income securities, mutual funds, and ETFs, applying fundamental analysis and Modern Portfolio Theory with a long-term orientation.

Wealth management General retirement planning Cash flow / budgeting
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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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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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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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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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.

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

Series 66

Ann Arbor, MI

Parallel Advisors, LLC

Gabriel Sandler is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He has previously worked at Wolverine Tax and Financial LLC and Capstone Tax & Financial, Inc. Sandler is also an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach across multiple asset classes and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Sheila M

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Sheila Maloney is a financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Retirement Resources, LLC since 2011. 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, focusing on tailored investment strategies that utilize 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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