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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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Gary H

CFP®, Series 66

Brighton, MI

Wealthcare Advisory Partners LLC

Gary Haapala is a CFP® with 12 years of experience in the financial industry. He is currently an advisor at Wealthcare Advisory Partners LLC and previously worked at Arbor Trust Wealth Advisors, LLC for 11 years. Outside of his advisory role, he is a member and 25% owner of MCAH LLC, a group home rental business. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets and serves individuals, trusts, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term oriented portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy A

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Timothy Alfieri is a financial advisor with Foguth Wealth Management, LLC., holding a Series 66 credential and nine years of industry experience. He previously worked at CreativeOne Wealth and USA Financial Securities and has been affiliated with the Hudson Agency for ten years. Alfieri is independently licensed to sell insurance and annuity products through various insurance companies associated with Foguth Financial Group. 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, focusing on tailored investment plans that incorporate exchange-traded products and a variety of analytical approaches.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Nicholas C

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Nicholas Calvaneso is a financial advisor at Foguth Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has been involved in various financial services roles since 2012. In addition to his advisory work, he serves as president of Calvaneso and Associates INC., a firm focused on insurance products such as life insurance and fixed annuities. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm emphasizes exchange-traded products and combines fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis to construct tailored investment plans and model portfolios.

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

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Wendy Morin is a financial advisor with Foguth Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America and Merrill for four years and spent 27 years at Utica Community Schools. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with a multi-advisor team managing approximately $1.07 billion. The firm offers discretionary portfolio management, financial planning, qualified retirement plan consulting, and educational seminars, using tailored investment strategies that emphasize exchange-traded products and a combination of analytical approaches.

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

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

James Tietema is a financial advisor at Foguth Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, LLC, Ameriprise Financial Services, Inc., and Minnesota Life Insurance Co. Outside of his advisory role, he teaches and mentors athletes in wrestling. 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 qualified retirement plan consulting, focusing on 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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Joseph W

Series 66, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Joseph Wilkinson is a financial advisor with Foguth Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Edward Jones, Great Lakes Wealth, Brookstone Capital Management, truAdvice, LLC, and Foguth Financial Group. He is also an independent insurance agent specializing in insurance and fixed annuity services. 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 qualified retirement plan consulting, 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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Paul S

CFP®, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Paul Sullivan is a CFP® with 24 years of industry experience, currently affiliated with Foguth Wealth Management, LLC. He has worked with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Brokerage Services LLC since 2010. Sullivan is also an independent insurance agent through Foguth Financial Group, where he may recommend insurance products as part of client financial plans. Foguth Wealth Management advises 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, utilizing tailored investment strategies that include 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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Chad B

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Chad Barrios is a financial advisor at Foguth Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, Charles Schwab, and USAA. 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 plans with 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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Andrew K

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Andrew Knapp is a financial advisor at Foguth Wealth Management, LLC., holding a Series 65 designation with one year of industry experience. His background includes roles at Hill Island Financial LLC and nearly a decade at Wm. B. Eerdmans Publishing Co. prior to entering the financial advisory field. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm employs tailored investment strategies emphasizing exchange-traded products and integrates fundamental, technical, cyclical, and Modern Portfolio Theory analyses in portfolio management.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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James K

Series 63, Series 65

Brighton, MI

Foguth Wealth Management, LLC.

James Katikos is a financial advisor at Foguth Wealth Management, LLC. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Foguth Wealth Management in 2024, he worked at Morgan Stanley and E*TRADE in various roles between 2014 and 2023. Outside of his advisory work, he is the owner of Kalyvest, LLC, a real estate business. 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 combines fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Kenneth V

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Kenneth Voog is a Series 66-licensed financial advisor at Foguth Wealth Management, LLC with 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Fisher Investments, Calamos Financial Services, Bank of America, and Merrill. He took a one-year sabbatical between 2023 and 2024. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm employs tailored investment plans and model portfolios that focus on exchange-traded products and combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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William C

CFP®, Series 63, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

William Campbell is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Foguth Wealth Management, LLC and has previously worked at ATFS Advisers, Sharkey, Howes & Javer, Inc., and Charles Schwab in various advisory roles. 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 access to third-party managers, utilizing investment strategies that include exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Thomas A

CFP®, ChFC®, Series 63, Series 65

Brighton, MI

Founders Financial Securities LLC

Thomas Archer is a CFP® and ChFC® with 29 years of industry experience. He has been with Founders Financial Securities LLC since 2006. Outside of his advisory role, Archer serves as a board member and treasurer for Reaching Higher Inc., a youth leadership development organization, and is the owner and president of the 7 Pillars Foundation, a charitable foundation. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management and consulting services, utilizing multiple investment platforms and combining advisory, brokerage, and insurance capabilities.

Business exit / sale strategy Founder/Business Owner Retired
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Duane J

ChFC®, Series 66

Howell, MI

Consolidated Portfolio Review Corp

Duane Johnson is a financial advisor at Consolidated Portfolio Review Corp with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Vanderbilt Financial Group, Executive Wealth Management, Private Client Services, TD Ameritrade, and Charles Schwab. Johnson is also the founder and principal of Quarters Wealth Management LLC. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering both proprietary and third-party investment solutions.

Active portfolio management Wealth management
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John K

Series 66

Brighton, MI

Summit Financial, LLC

John Kamal is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in providing financial services to small business owners, pilots, and corporate executives. He applies his entrepreneurial background to help clients identify efficiencies and reduce operational costs in their businesses, as well as assist with succession and retirement planning. His client focus includes areas such as college education planning, divorce transition planning, executive compensation, family wealth management, legacy and liquidity management, personal retirement planning, small business strategies, and retirement income. John holds a Bachelor's Degree from Michigan State University and the Professional Investment Advisor (PIA) designation. He has experience in individual and corporate investment strategy and emphasizes helping clients manage their money and retirement assets effectively. Outside of his professional role, John engages in adventure sports, basketball, biking, boating, boxing, football, skiing, and spending time with his family.

Business ownership considerations Business succession planning General retirement planning Retirement income strategy Founder/Business Owner Executive
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Micah B

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Micah Bush 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 2026, he worked at American Seating Co. and Haworth Inc., and was a full-time student until 2022. 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 analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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John K

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

John Kohout is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at CreativeOne Wealth, LLC and USA Financial Securities. Outside of his advisory role, Kohout is a junior partner at Hudson Agency LLC, where he manages agents and client accounts in life and health insurance. 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 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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Stacey H

Series 63, Series 66

Howell, MI

FIFTH THIRD SECURITIES, Inc.

Stacey Hanson is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fifth Third Securities and Fifth Third since 2007. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Jeremy H

Series 63, Series 65

South Lyon, MI

The huntington Investment company

Jeremy Hershey is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, AXA Advisors, and State Farm. Outside of finance, he is writing and illustrating a children's book that will be available on Amazon. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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