Bradley Boogren is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2004, serving in various roles including Financial Consultant, VP Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, he was a Field Director at Northwestern Mutual Financial from 2001 to 2004. Throughout his career, Bradley has focused on building long-lasting relationships with clients and assisting them through the financial and retirement planning process. He utilizes a range of planning tools and strategies to help clients improve their financial situations and work towards financial security. Outside of his professional work, Bradley enjoys activities such as beach outings, boating, camping, music, outdoor adventures, and traveling.

Katie Gushen 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 AAFMAA Wealth Management & Trust, LLC and Blue Chip Partners, Inc. among other 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, retirement plan consulting, and educational seminars, with a focus on tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

Thomas Lampert is a CFP® and ChFC® with 35 years of industry experience. He has been with Founders Financial Securities LLC since 2012 and previously worked at Archer Huntley Financial Services, Inc. Outside of his advisory role, he is the owner and president of Poet of Light LLC, a poetry book business. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and insurance, utilizing multiple advisory platforms and a combination of in-house and third-party asset management solutions.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Alicia Kelley is a financial advisor at Mariner Independent with three years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Thrivent Financial and Flagstar Bank. Alicia is also involved with Fortitude Financial Partners through Mariner Platform Solutions. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement plan consulting, and coordinated tax and insurance solutions, utilizing both proprietary model portfolios and customized discretionary strategies supported by in-house and third-party managers.