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Michael S

CFA®, Series 66, Series 65

Fenton, MI

Modera Wealth Management, LLC

Michael Starkel is a CFA® charterholder and holds Series 65 and Series 66 licenses, with two years of industry experience. He is currently an advisor at Modera Wealth Management, LLC and previously worked at Mercer Global Advisors Inc., Parsec Financial Management, Inc., and Edward Jones. Prior to his financial services career, he served four years with the West Bloomfield Fire Department. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified investment strategies based on Modern Portfolio Theory with in-house accounting and tax services, business coaching, and other ancillary offerings to deliver an integrated advisory model.

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 at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Gradient Advisors LLC, Fusion Capital Management, and AE Wealth Management, among others. Outside of advisory work, he is involved in tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating model portfolios and an asymmetric rebalancing strategy across a broad network of affiliated offices.

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 at Foguth Wealth Management, LLC with 12 years of industry experience. He holds the Series 65 designation and has worked previously at truAdvice, LLC and Brookstone Capital Management LLC. In addition to his advisory work, he operates as an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves 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 exchange-traded products and a combination of fundamental, technical, 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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Sheila M

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Sheila Maloney is a Series 65 licensed financial advisor at Foguth Wealth Management, LLC with three years of industry experience. She previously worked at Retirement Resources, LLC from 2011 to 2023. 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 emphasizing exchange-traded products and a blend of analytical approaches.

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

Series 65, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Brad Rohde is a financial advisor at Foguth Wealth Management, LLC. He holds Series 65 and Series 66 licenses and has 20 years of industry experience. His prior work includes positions at Fidelity Personal and Workplace Advisors and Waddell & Reed. 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 H

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Cory Hamlin is a Series 65 licensed financial advisor with three years of industry experience. He is currently affiliated with Foguth Wealth Management, LLC and has prior experience with Kaizen Financial and related entities. Outside of his advisory role, he is also licensed as an insurance agent through Kaizen Financial, Inc. 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 utilizing exchange-traded products and combines multiple analytical approaches in portfolio construction.

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

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Camden Riegel 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, Camden held positions at River Raisin Investment Partners, Inc., CHIPOTLE, and several other companies. 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 qualified retirement plan consulting, emphasizing tailored investment plans that incorporate 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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J O

Series 63, Series 65

Novi, MI

ON Investment Management CO

J Otterbein is a financial advisor at ON Investment Management Company with 40 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory role, he is a life insurance sales representative. ON Investment Management Company is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides access to third-party investment programs and manages both discretionary and non-discretionary assets through a dual-registration broker-dealer model.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Henry W

Series 63, Series 65

Clarkston, MI

Harbour Investments, Inc.

Henry Woloson is a financial advisor with Harbour Investments, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has operated Woloson Financial Management since 2013. Outside of advising, he is an attorney specializing in estate planning, preparing wills and trusts, and serves as a director of the David W. Elliott Memorial Foundation. He is also an author. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm combines fundamental and technical analysis to build customized portfolios and offers both discretionary and non-discretionary management, along with model-based solutions delivered through a subscription platform.

Annuities Options & derivatives strategies
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Gabriel Q

Series 65, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Gabriel Qetrani is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds the Series 65 and Series 63 credentials. His prior experience includes roles at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Securities LLC. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion through a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment plans focused on exchange-traded products and a combination of fundamental and quantitative analyses.

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

Series 66

Novi, MI

ON Investment Management CO

Dylan Woebkenberg is a financial advisor with ON Investment Management Company, holding a Series 66 credential and three years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2023. In addition to his advisory role, he is also a licensed life insurance agent for Ohio National. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates a dual-registration model through its affiliated broker-dealer.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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