Scott Brady is a CFP® professional with 26 years of industry experience. He is currently with Mainstay Capital Management, LLC and has previously worked in independent insurance and wealth management roles. 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 and emphasizes workplace savings plan management, offering discretionary portfolio management and educational workshops.

Jordan Main is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Gradient Advisors LLC, Fusion Capital Management, and AE Wealth Management, among others. Outside of advisory work, he is involved in tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating model portfolios and an asymmetric rebalancing strategy across a broad network of affiliated offices.

Hari Rao is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. He has worked at Mainstay Capital Management, LLC since 2020 and has prior experience with Edward Jones, Citizens Securities, Farmers Financial Solutions, and LPL Financial. 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 across various account types and emphasizes workplace savings plan management, particularly tailoring 401(k) services to specific employer plan options.

Donald Whitton is a CFP® with 16 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 Grand Blanc, MI. Mainstay Capital Management offers 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 financial planning with portfolio management, with a particular emphasis on tailored 401(k) services for employer plan populations.

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.

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.

David Kudla is a financial advisor with Mainstay Capital Management, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Mainstay since 2001 and serves as President and Executive Editor of FIA Publishing, LLC, a not-for-profit organization that publishes specialized 401(k) investor newsletters. Kudla dedicates a portion of his time to these publishing activities. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in assets as of mid-2025. The firm primarily serves individuals, retirees, and workplace retirement plan participants, focusing on tactical asset allocation and offering dedicated management of 401(k), IRA, and other accounts, along with educational workshops for plan participants.

Dennis Szymanski is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Redhawk Wealth Advisors and Platinum Home Mortgage. He is also the owner of First Fruits Asset Management and First Fruits Metals Exchange, which are involved in insurance sales and physical precious metals sales, respectively. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, and offers technology-driven advisory and operational services to other advisors.

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.

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.

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.

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.

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.

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.

Dylan Stewart is a CFP® with four years of industry experience, currently serving at Mainstay Capital Management, LLC. He previously worked at Kaydan Wealth Management, Inc. and Ford Estates, LLC. Outside of financial advising, he owns Understand, LLC, a publishing business specializing in books available on Amazon. Mainstay Capital Management provides comprehensive wealth and retirement-plan services to individual investors, trusts, corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach and integrates financial planning with portfolio management, with a particular focus on workplace savings plan management.

Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.

Patrick Rice is a CFP® and CFA® with 18 years of industry experience. He has been with Mainstay Capital Management, LLC since 2005. The firm 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. Mainstay Capital Management employs a tactical asset allocation approach and is notable for its focus on workplace savings plan management, including services for employees and retirees of large employers such as General Motors and Ford.