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 experience includes roles at Edward Jones, Citizens Securities, Inc., Farmers Financial Solutions, and a period of self-employment. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services to individual investors, trust and corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach and integrates a credentialed planning staff into portfolio management, with a particular focus on workplace savings plan management for banking and thrift institution clients.

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.

Charles Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Haddad is involved with nonprofit organizations including the Knights of Columbus and the Masons, and he has experience marketing rare coins. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management options across multiple platforms, utilizing various investment vehicles and permitting independent adviser representatives to tailor portfolios and fees within firm guidelines.

Juliane Lee is a CFP® and Series 63 credentialed financial advisor with 42 years of industry experience. She is affiliated with Capital Analysts and has worked at Lincoln Investment since 2010. Outside of her advisory role, she serves as treasurer for a condominium association and manages fixed investment activities through Michigan Benefit Financial. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, offering customized portfolios and access to third-party managers.

Travis Dombroski is a financial advisor affiliated with Plante Moran Financial Advisors in Auburn Hills, MI. He holds a Series 65 designation and has industry experience beginning in 2023, including roles at Herbert Financial Group and Dorian Ford. Prior to his financial advisory career, he was involved in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs a variety of analytical approaches and manages a substantial mix of discretionary and non-discretionary assets, supported by affiliations within the Plante Moran enterprise that offer integrated financial services.

Anthony Picerni Jr. is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Group for 10 years before joining CX Institutional. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized strategy portfolios alongside more traditional investment options.

Michael Wallen II is a CFP® professional at Mainstay Capital Management, LLC with 16 years of industry experience. He has been with Mainstay since 2011. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services to individual investors, trusts, corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach through discretionary portfolio management and focuses notably on workplace savings plan management, serving employer plan populations with tailored 401(k) services.

William Kumm V is a financial advisor with Level Four Advisory Services holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services and Commonwealth before joining Level Four. He is also associated with Financial Independence LLC, where he serves as an advisor assistant. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, and fiduciary services using model portfolios and a combination of firm-sponsored and third-party platforms.

Henry Woloson is a financial advisor with Harbour Investments, Inc. in Clarkston, MI, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has operated Woloson Financial Management since 2013. Outside of advising, he is an attorney specializing in estate planning, preparing wills and trusts, and serves as a director of the David W. Elliott Memorial Foundation. He is also an author. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm combines fundamental and technical analysis to build customized portfolios and offers both discretionary and non-discretionary management, along with model-based solutions delivered through a subscription platform.

Mark Corombos is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has worked with Plante Moran Financial Advisors since 1998 and is also a partner at P&M Holding Group. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, and charitable organizations, providing investment advisory, financial planning, and estate-planning services. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model, managing both discretionary and non-discretionary assets within the broader Plante Moran enterprise.

Paul Reile is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tfg Advisers LLC and Tfg Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting. The firm utilizes a multi-strategy investment approach that incorporates fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized portfolio options including ESG and blockchain-focused strategies.

Elizabeth Larson is a financial advisor at Prosperity Capital Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Michigan Timber & Truss prior to her current roles. Larson serves as a mentor for other advisors and is a board member and secretary for Gigi's Playhouse, a nonprofit organization. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers various institutional and intermediary services.

Mark Eriksen is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks LLC, Summit Financial Group Inc., and LPL. Eriksen serves as a non-compensated board member of the Detroit Regional Chamber. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through around 207 advisors. The firm offers investment advisory and financial planning services across numerous platforms, employing a combination of firm models, third-party sub-advisers, and customizable allocations.

Thomas Williams is a CFP® and Series 65-registered financial advisor with six years of industry experience. He currently works at CX Institutional, LLC and previously held roles at Tfg Advisors, Jackson National Life Insurance, Michigan State University, and Farmington Public Schools. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its CX Multi-Strategy Platform. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and supplements investment management with third-party technology for consolidated reporting and tax-efficient asset location.

Terry Bennett is a financial advisor at Mainstay Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Oppenheimer & Co Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Bennett also spent time with Extended Travel and Advia Credit Union in 2020. 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, offering tactical asset allocation and comprehensive wealth management services, including specialized management of 401(k), 403(b), and 457 plans.

Joshua Foley is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles, including positions in the food service and lighting industries. Outside of advising, he has been associated with Indianwood Golf & Country Club since 2024. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, implementing client mandates through model portfolios and a range of platform and sub-advisor options.

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.

Connor Sturgess is a CFP® with eight years of industry experience, currently serving at Level Four Advisory Services. His prior experience includes roles at Raymond James Financial Services and Concurrent Advisors. He is also involved with Financial Independence, LLC, supporting financial advisory services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing a range of model portfolios and sub-advisors through multiple custodian platforms.

Mitchell Bonnett is a CFP® with 38 years of industry experience, currently serving at Madison Avenue Securities, LLC since 2022. His prior roles include positions at Cambridge Investment Research Advisors and LPL Financial, where he worked for over two decades. Outside of his advisory work, he is a vice president and co-owner of Wealth Creation Strategies Inc. and serves as class treasurer for the West Point Class of 1965. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and consulting services through multiple account platforms.

Daniel Stewart is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at ICMA-RC Services, Scottrade, and various insurance carriers. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.