Ronald Dean Gray Jr.

Joseph Vitale is a financial advisor at Vitale Wealth Management in Metamora, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated under American Retirement Advisors, Inc. dba Vitale Wealth Management since 2016. In addition to his advisory role, Vitale is an owner and insurance agent at American Retirement Solutions and is involved in a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management serves individual and high-net-worth clients with discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets, employs model-based portfolios with various analytical approaches, and maintains co-advisor relationships to implement select strategies.

Nicholas Harajli is a Series 66-registered advisor at Vitale Wealth Management with two years of industry experience. He previously worked at Hantz Financial Services and United Wholesale Mortgage, and earlier held roles at Best Buy. Vitale Wealth Management serves individual and high-net-worth clients through discretionary asset management and hourly financial planning. The firm manages approximately $101.8 million in discretionary assets across about 383 client relationships, using model-based portfolios and multiple analytical approaches while maintaining co-advisor partnerships for select strategies.

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Edward Jones, PNC Investments, and Huntington Financial Advisors. Outside of advisory work, he serves as an adjunct professor at Southern New Hampshire University and is an assistant chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm focuses on long-term portfolio construction using unaffiliated independent managers and low-cost mutual funds and ETFs, with ongoing oversight and flexibility for tactical adjustments.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.