Nathan Bohannon is a financial advisor at MKD Wealth with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at MKD Wealth Coaches, LLC and its predecessor firm from 2009 to the present. Outside of advising, he is a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a range of portfolio models across risk profiles using mutual funds, ETFs, individual securities, and alternative investments.

Cassandra Beardslee is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with MKD Wealth since 2016, currently working as part of a six-advisor team. She is also licensed as an independent insurance agent, authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels, incorporating mutual funds, ETFs, individual securities, independent managers, and alternative investments.

John Dankovich is a financial advisor at MKD Wealth with 21 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role, he worked at Cumberland Trust and has been involved with MKD Wealth Coaches, LLC and its predecessor firm since 2007. Outside of advising, he is also an attorney and an independent insurance agent licensed to sell life, disability, long-term care insurance, and annuities. MKD Wealth provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, individual securities, independent managers, and alternative investments.

John Devine is a CFP® professional with three years of industry experience, currently with MKD Wealth in Troy, MI. His prior roles include positions at Integrated Capital Management, JP Morgan Securities LLC, and Northwestern Mutual. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and offers model portfolios across a range of risk levels, incorporating mutual funds, ETFs, individual securities, alternative investments, and digital assets.

Joseph Mackey is a financial advisor at MKD Wealth with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MKD Wealth Coaches, LLC and its predecessor firm since 2006. Mackey is also an independent insurance agent licensed to sell life, disability, and long-term care insurance, as well as annuities. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and constructs diversified model portfolios across a range of risk levels using mutual funds, ETFs, individual securities, independent managers, alternative investments, and digital assets.

Katherine Osentoski is a CFP® professional with two years of industry experience, currently advising at MKD Wealth in Troy, MI. She has been involved with MKD Wealth Coaches, LLC since 2016. Osentoski is also a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth is a team-based firm managing approximately $505 million in assets, providing investment management, financial planning, and family office services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels and incorporates alternative investments and digital assets within its investment approach.