Jeffrey Newsome is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at several firms including CG Financial and Peckham, Inc. prior to joining Foguth Wealth Management. 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 analyses.

Adam Spears is a financial advisor with 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 at Truadvice, LLC, University Lending Group, and Cross Country Mortgage. Outside of advisory services, he is involved with Foguth Financial Group, Inc., an insurance agency. 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 educational seminars, focusing on tailored investment plans that utilize exchange-traded products and a blend of fundamental, technical, and quantitative analyses.

James Newman is a Series 65-licensed financial advisor with Foguth Wealth Management, LLC. He has experience spanning several firms since 2008, including Meadowbrook Inc. DBA AFGROUP and Exacta Financial Services LLC, before joining Foguth Wealth Management and its affiliated firms 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, focusing on tailored investment plans that emphasize exchange-traded products and combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Dylan Kennedy is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked with CreativeOne Wealth, LLC and Hudson Agency LLC. 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 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.

Daniel Anderson is a CFP® certificant at Foguth Wealth Management, LLC. with three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company among other firms. 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 focusing on exchange-traded products and employs a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Cathryn Porter is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and five years of industry experience. She has worked at several firms, including CMP Tax Management LLC and Cetera Advisor Networks. In addition to her advisory role, she serves as office manager at Bradford Financial Advisors LLC and works as an insurance agent selling fixed insurance products. HBW Advisory Services primarily serves individual clients, as well as businesses, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary asset management, financial planning, and consulting services, utilizing third-party managers and model portfolios to implement tactical and multi-manager strategies aimed at managing downside risk.

Salvatore Giamarese is a financial advisor at Foguth Wealth Management, LLC with Series 65 and Series 66 licenses. He has 15 years of industry experience, including a tenure at Fidelity Investments from 2011 to 2026, before joining Foguth Wealth Management and Foguth Financial Group 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 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.

Dennis Szymanski is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Redhawk Wealth Advisors and Platinum Home Mortgage. He is also the owner of First Fruits Asset Management and First Fruits Metals Exchange, which are involved in insurance sales and physical precious metals sales, respectively. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, and offers technology-driven advisory and operational services to other advisors.

Benjamin Sellenraad is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation with three years of industry experience. He previously worked at Sequent Planning LLC and concurrently serves with the Northville Township Police Department. 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 applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

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.

Jordan Paholak is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining ONIMCO, he worked at The Jagged Fork and W&S Brokerage Services among other firms. Outside of his advisory role, he also works as a financial representative selling non-registered life insurance through Integrity Investment Planning Group. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services utilizing a combination of discretionary and non-discretionary investment programs.

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.

Laura Woloson is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2013. In addition to her advisory role, she serves as co-trustee of the Rieman Family Trusts, where she reviews and provides input on discretionary income requests. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and provides both discretionary and non-discretionary portfolio management.

Anthony Endress is a Series 66-licensed financial advisor at Foguth Wealth Management, LLC with four years of industry experience. He previously worked at Hantz Financial Services for nine years before joining Foguth Wealth Management. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes exchange-traded products and applies a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis to construct tailored investment plans.

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 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 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 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.

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 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.