Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management and Research Money Management, LLC. Outside of advising, he owns and manages rental real estate through Equity Pro Shop LLC. Retirement Capital Services LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a written Investment Policy Statement to document goals and risk tolerance. The firm employs a range of investment techniques including discretionary management, options strategies, and allocations to alternative investments.

Jacob Loucks is a financial advisor with Wealth For You Financial, LLC, holding a Series 65 designation and entering his second year in the industry. His prior roles include positions at Foguth Financial Group and Barnett Financial and Tax, as well as diverse experience in construction and manufacturing sectors. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses a model portfolio approach implemented through sub-advisers, combining client goal setting and risk tolerance assessments with a range of investment strategies.

Gage Harris is a financial advisor at Wealth For You Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth For You Financial, he worked at Barnett Financial & Tax and held roles at Titan Wealth Advisors and Rochester Christian University. Outside of his advisory work, Harris teaches piano lessons on a flexible schedule. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, one-time consulting, and portfolio management. The firm uses customized strategies with model portfolios and third-party sub-advisers, managing approximately $53.2 million in client assets.

Parker Barnett is a financial advisor at Wealth For You Financial, LLC with a Series 65 designation and five years of industry experience. He has worked with Wealth For You Financial since 2020 and operates Barnett Financial & Tax, where he is also an independent insurance agent. Outside of financial advising, he owns and manages Parker Barnett Professional Building, LLC. Wealth For You Financial, LLC serves individual and high-net-worth clients by providing comprehensive financial planning, one-time consulting, and portfolio management. The firm employs customized strategies using model portfolios and third-party sub-advisers, with discretionary authority to manage and rebalance client portfolios based on individual objectives and risk tolerance.

Edward Irwin is a CFP® professional with 14 years of experience in financial advising. He is currently with Security First Financial in Swartz Creek, MI, and has held prior roles at firms including Reliable Planning LLC and Thrivent Investment Management Inc. Outside of advising, he is involved in business consulting and publishing through his ownership of Reliable Planning LLC and Reliable Portfolio, LLC. Security First Financial provides personalized investment management services to individuals, families, businesses, and nonprofit organizations. The firm manages approximately $299 million in assets and focuses on discretionary accounts investing mainly in no-load mutual funds, ETFs, and certificates of deposit, using a combination of fundamental, technical, and cyclical analysis.

Mark Herhold is a financial advisor at Security First Financial in Swartz Creek, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Security First Financial since 1999. Security First Financial provides personalized investment management services to individuals, families, businesses, and nonprofit organizations. The firm manages approximately $299 million in assets for about 640 family accounts, typically investing in no-load mutual funds, ETFs, and certificates of deposit on a discretionary basis.

James Barrett is a financial advisor with Acorn Wealth Advisors, LLC in Grand Blanc, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Acorn Wealth Advisors since 2014 and previously worked at Purshe Kaplan Sterling Investments from 2014 to 2018. He holds a long-term care insurance license. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to clients’ objectives, tax considerations, and risk tolerances. The firm employs a variety of investment strategies and platforms, including discretionary and non-discretionary management, third-party managers, and automated ETF portfolios through Betterment.

Todd Tarantino is a CFP® with 19 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2014. He holds a Series 63 license and is also licensed to sell life, disability, annuities, and long-term care insurance through Ash Brokerage. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios based on client objectives, risk tolerance, and tax considerations. The firm utilizes a variety of investment strategies and platforms, including discretionary and non-discretionary asset management, and offers access to third-party programs such as Betterment and American Funds.

Noah Morgan is a CFP® professional with 18 years of experience in the financial industry. He is currently with Acorn Wealth Advisors, LLC, where he has worked since 2014, and previously worked at Purshe Kaplan Sterling Investments from 2014 to 2018. Outside of his advisory role, Morgan owns and operates Ark Tax Service, providing tax preparation and bookkeeping services, and holds an Enrolled Agent designation. Acorn Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies tailored to client objectives, utilizing mutual funds, ETFs, equities, fixed income, and options strategies, and provides access to third-party programs including an automated TAMP through Betterment.

Benjamin Oliver is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2025. He previously worked at AE Financial Services, LLC and Oliver Lagore Vanvalin Investment Group, Inc., as well as Sigma Financial Corporation. Outside of his financial advisory role, Oliver is involved in farming activities as a partner at St. Anastasia Farms. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including mutual funds, ETFs, individual equities, fixed income, and options strategies, while also offering third-party program access and multiple account platforms to accommodate diverse client needs.

Christopher Russell is a financial advisor at Acorn Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Acorn Wealth Advisors in 2014, he worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of his advisory role, Russell sells medical insurance products through Blue Cross of Michigan and Blue Care Network of Michigan. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to client objectives using a range of investment strategies and third-party platforms. The firm offers both discretionary and non-discretionary asset management and employs multiple account platforms to address diverse client needs.

Robert Puz is a financial advisor at Mainstay Capital Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Team One Credit Union, LPL Financial LLC, Spc, and Sigma Financial Corporation. He has been with Mainstay Capital Management since 2022. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets. The firm serves individuals, retirees, and workplace retirement plan participants, focusing on tactical asset allocation and offering specialized 401(k) portfolio management alongside comprehensive wealth management and financial planning services.

Jeremiah Ludington is a financial advisor at Mainstay Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Mainstay since 2019, following four years at Zhang Financial LLC. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets. The firm serves individuals, retirees, and workplace retirement plan participants, offering tactical asset allocation and comprehensive wealth management including dedicated 401(k) portfolio management and financial planning through its Mainstay Compass program.

Paul Austin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC. His prior experience includes roles at Insight Wealth Strategies, Farther Finance Advisors, and Savvy Wealth, among others. Outside of his advisory work, he tutors students preparing for the CFP exam through his involvement with Breakthrough Exam Prep. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets. The firm primarily serves individuals, retirees, and workplace retirement plan participants, using a tactical asset allocation approach and a mix of analytical strategies to manage portfolios and provide workplace retirement plan services.

Scott Brady is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC. His prior roles include working as an independent insurance agent and positions at Apogee Wealth Management and Capital Asset Advisory Services. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets, primarily serving individuals, retirees, and workplace retirement plan participants. The firm employs a tactical asset allocation strategy and is noted for its focus on workplace savings plan management, including individual 401(k) services for employees and retirees of major employers.

Amy Cooper is a financial advisor with M Holdings Securities, Inc. in Corunna, MI, holding a Series 63 designation and 18 years of industry experience. She has been associated with Heirmark since 2009, where she serves as Director of Case Design and Client Service, managing client insurance reviews and life insurance case design. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

Hari Rao is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC since 2020. His prior roles include positions at Edward Jones, Citizens Securities, Farmers Financial Solutions, and LPL Financial. Mainstay Capital Management is an independent, fee-only registered investment adviser managing over $4.5 billion in assets, primarily serving individuals, retirees, and workplace retirement plan participants. The firm employs a tactical asset allocation strategy and is notable for its focus on workplace savings plan management and services for large employer retirement plans.

Donald Whitton is a CFP® with 15 years of industry experience and has been with Mainstay Capital Management, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Troy, MI. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets as of mid-2025. The firm primarily serves individuals, retirees, and workplace retirement plan participants, employing a tactical asset allocation approach that incorporates various analytical methods to manage mutual funds, ETFs, and listed securities.

Katrina Savage is a financial advisor with RedHawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with RedHawk since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and living trust funding. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.