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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 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Charles Schwab, and USAA. 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, utilizing tailored investment plans that emphasize exchange-traded products and a blend 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 credential with one year of industry experience. Prior to joining Foguth Wealth Management, he worked at Hill Island Financial LLC and spent nine years at Wm. B. Eerdmans Publishing Co. 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 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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Kenneth V

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Kenneth Voog 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 Fisher Investments, Calamos Financial Services, Bank of America, and Merrill Lynch. 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 in constructing tailored investment plans.

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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Alicia K

Series 63, Series 65

Milford, MI

Mariner Independent

Alicia Kelley is a financial advisor at Mariner Independent with Series 63 and Series 65 credentials and four years of industry experience. Her background includes roles at Thrivent Financial and Flagstar Bank. She is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. 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, tax support, insurance solutions, and access to alternative investments through a network of over 100 investment adviser representatives.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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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 Series 66 licensed financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He previously worked at CreativeOne Wealth, LLC and USA Financial Securities, and is also a junior partner at Hudson Agency LLC, where he manages client accounts and oversees agents in life and health insurance sales. 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 a variety of analytical approaches.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Jay P

Series 65, Series 63, Series 66

Brighton, MI

Foundations Investment Advisors LLC

Jay Pawlowski is a financial advisor with Foundations Investment Advisors LLC, holding Series 63, Series 65, and Series 66 credentials and seven years of industry experience. His prior roles include positions at Rocket Mortgage and Drummond Capital. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

ESG / Sustainable investing
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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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Alexis W

Series 65

Brighton, MI

Mercer Global Advisors Inc.

Alexis Wilkinson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and one year of industry experience. Prior to joining Mercer, Alexis worked at Chemical Bank and Myler & Szczypka, as well as gaining experience in self-employment and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory and focuses on diversified, risk-appropriate portfolios using a range of investment vehicles and specialized programs.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Paul T

Series 63, Series 66

Northville, MI

FIFTH THIRD SECURITIES, Inc.

Paul Tepatti is a financial advisor with Fifth Third Securities, Inc. in Northville, Michigan, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior experience includes long tenures at Comerica Securities and Ameriprise. He also serves as a police officer with the Carleton Police Department outside of his advisory work. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through the Passageway Managed Account Program and multiple third-party portfolio managers. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor under the ownership of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Craig D

Series 63, Series 65

Brighton, MI

Brookstone Capital Management LLC

Craig Dembeck is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he also operates as a licensed insurance agent in a non-investment capacity. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of investment strategies, including strategic asset allocation models and options-enhanced strategies, while also serving as a sub-advisor and partnering with affiliated funds and external advisors.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Cory K

Series 63, Series 65

Brighton, MI

Planmember Securities Corporation

Cory Kuzinski is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses. He has recent experience working with the Michigan Association of Retired School Personnel on retirement planning and has served at the Michigan High School Athletic Association. Prior to his advisory role, he spent 25 years with Lake Orion Community Schools and was involved with the Yankee Air Museum. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars, personalized planning, and separation counseling.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Eric N

ChFC®, Series 63

Milford, MI

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Eric Nichols is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been affiliated with United Planners since 2009. Nichols also has longstanding involvement in real estate sales, rental properties, and property management through multiple business ventures dating back to the 1980s. United Planners Financial Services is a national wealth-management firm serving a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm operates through independent Investment Adviser Representatives and offers both advisory and brokerage services, utilizing various custodians and third-party money managers to implement client strategies.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Colene B

Series 63, Series 65

Highland, MI

FIFTH THIRD SECURITIES, Inc.

Colene Bradley is a financial advisor at Fifth Third Securities, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2003, also working with Fifth Third Bank since 2000. 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 options and features such as direct indexing and tax-overlay services, supported by its registration as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Len C

Series 63, Series 65

Northville, MI

Equity Services, inc.

Len Clapp is a financial advisor with Equity Services, Inc. in Northville, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Equity Services since 2003. In addition to his advisory role, he is an insurance agent licensed to sell life, disability, health, long-term care, and Medicare supplemental insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Richard F

CFA®, Series 66

South Lyon, MI

Creative Planning

Richard Foytek is a CFA® charterholder and holds the Series 66 designation, with 15 years of industry experience. He has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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