Jason Best is a CFA® charterholder with 25 years of industry experience. He is currently with Mainstay Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Pruco Securities LLC, The Prudential Insurance Company of America, and The Huntington Investment Company. Mainstay Capital Management provides wealth management and retirement-plan services to individual investors, trusts, corporations, and workplace-savings participants. The firm uses a tactical asset-allocation approach with discretionary portfolio management and integrates comprehensive financial planning and educational workshops tailored especially to employer plan populations.

Curtis Moore is a financial advisor at Mainstay Capital Management, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisor's LLC. Outside of finance, he has worked in roles at Michigan State University and operated a lawn service business. Mainstay Capital Management provides wealth management and retirement-plan services to individual investors, trusts, corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach across various account types and emphasizes workplace savings plan management tailored to employer plan options.

Nicholas Lemp is a financial advisor at Mainstay Capital Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors, LLC. Outside of finance, he has worked as a delivery driver for Shipt. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual and institutional clients, focusing on discretionary portfolio management and a tactical asset-allocation approach that incorporates multiple analytical methods. The firm places particular emphasis on workplace savings plan management and serves a diverse client base including banking institutions.

Mark Kelly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining American Independent Securities Group in 2025, he worked for L. M. Kohn & Company for 12 years. He is also president of True Harbour Wealth Management, LLC, where he dedicates significant time to his advisory business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture approach to portfolio management, offering both discretionary and non-discretionary account management alongside various custodial and advisory platforms.

William Berlin is a financial advisor with Mainstay Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He joined Mainstay in 2021 after roles at TD Ameritrade Inc., Greystone Financial Group, and Merrill among others. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trust and corporate accounts, and workplace-savings participants. The firm uses a tactical asset-allocation approach through discretionary portfolio management, serving a range of clients including those at banking and thrift institutions, and emphasizes tailored 401(k) portfolio services for employer-sponsored plans.

Laura Woloson is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2013. In addition to her advisory role, she serves as co-trustee of the Rieman Family Trusts, where she reviews and provides input on discretionary income requests. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and provides both discretionary and non-discretionary portfolio management.

Anthony Bagneschi is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC. His prior roles include positions at MDRN Capital, LLC and CG Advisory Services. He is also an insurance agent with MDRN Insurance, LLC, dedicating part of his professional time to that activity. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trusts, corporations, and workplace-savings participants. The firm uses a tactical asset-allocation approach and integrates credentialed planning staff into portfolio management, with a notable focus on workplace savings plan management and serving banking or thrift institution clients.

Chad Wotton is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Secure Asset Management, L.L.C. in Bloomfield Hills, MI since 2025. Prior to joining Secure Asset Management, he worked at Gainplan, LLC for ten years. Outside of his advisory role, he is also licensed as an insurance agent. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting for retirement plans. The firm employs a range of investment analyses and offers portfolio management with a focus on individual and plan-level consulting rather than traditional corporate clients.

Scott Laduke is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mainstay Capital Management, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Grand Blanc, MI. Outside of his advisory role, he serves as secretary/treasurer of a nonprofit property association and co-owners association for West Wind Resort, where he manages financial duties and reporting. 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, employing a tactical asset allocation approach and providing specialized 401(k) portfolio management and comprehensive wealth planning services.

Jason Pivoz is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Integrated Wealth Concepts, LLC and LPL Financial. In addition to his advisory work, Mr. Pivoz holds a CPA position at Blue and Co, LLC, where he provides tax and accounting services. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising discipline supported by proprietary software and quantitative metrics, combining passive and active investment strategies along with dynamic rebalancing.

Solomon Lamacchio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He also provides investment advisory services through Wealthcare Advisory Partners, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment delivery options, combining large-scale advisory operations with various non-advisory financial products.

Jaime Eckels is a CFP® and Series 65 licensed financial advisor with 17 years of industry experience. She has been with Plante Moran Financial Advisors since 1999 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutional clients, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and frequently employs third-party managers and alternative investments.

Ryan Fedricks is a CFP® and CFA® with 13 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the firm since 2010. He is also a partner at Plante & Moran, PLLC, a role unrelated to investment advisory. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and often employs third-party managers and alternative investments.

Ryan Brummans is a financial advisor at Gibbs Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Compass Financial since 2015, where he is also involved in selling life insurance and fixed indexed annuities. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, relying on third-party platforms and strategists for portfolio construction and management. The firm’s approach focuses on assessing client goals and risk tolerance to select suitable model portfolios rather than managing individual securities.

Anthony Shaieb is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC since 2022. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trusts, corporate accounts, and workplace-savings participants. The firm emphasizes workplace savings plan management and delivers discretionary portfolio management using a tactical asset-allocation approach.

Matthew Moretuzzo is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Auburn Hills, MI. His prior work includes roles at Saginaw Township Water Department and Oakland University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Patrick Shaw is a CFP® with 20 years of industry experience, currently affiliated with Mariner Independent. He has worked at Fortitude Financial Partners and Mariner Platform Solutions since 2024 and was previously with Lido Advisors, LLC and Mariner Wealth Advisors. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives who utilize firm-built model portfolios, customized discretionary portfolios, and a broad range of investment tools.

Robin Runco is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IP Financial since 2021 and concurrently at The Johnson Financial Group since 2019, with prior experience at Wells Fargo Clearing and Merrill. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs a range of analytical approaches and offers personalized portfolio construction, with an emphasis on non-high-net-worth investors and retirement plan participants.

George Wells is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has held prior roles at Cirrus Capital, BLACK OAK CAPITAL, FAMILY 1ST FINANCIAL dba LEGACY OF AMERICA, and Versaille Capital Advisors. Outside of his advisory work, Wells owns and consults for ShiftMethods, a consulting and sales training business. Wealth Watch Advisors serves a diverse client base including individuals, institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios through third-party model managers and offers approved alternative private placements to eligible accredited investors.

Ronald Wiitala is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is the owner of WITALA Financial Services and serves as an independent agent for National Gold Consultants. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches tailored to client goals and risk tolerance.