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.

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.

William Myers is a financial advisor at Plante Moran Financial Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Merrill Lynch, Shanty Creek, Dewitt Marine, and served at the University of Alabama. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and utilizes both discretionary and non-discretionary portfolio management.

Gregory Adamczyk is a financial advisor with The Patriot Financial Group, LLC in Grand Blanc, MI, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LLC, JP Morgan Chase Bank, n.a., Oppenheimer & Co., and PNC Wealth Management. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and analytical methods while utilizing both in-house and third-party resources.

Zachary Wilcox is a financial advisor at Mainstay Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Sovita CU, OLV Investment Group, and Huntington Bank. 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 offering dedicated 401(k) portfolio management, comprehensive wealth management, and financial planning services.

Timothy Tenneriello is a financial advisor at Procyon with a Series 65 credential and two years of industry experience. His prior roles include positions at Oliver Langore Vanvalin Investment Group and CS Partners. Outside of finance, he owns and oversees two businesses: an interior design company and an auto repair and body shop. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, RIAs, and institutional clients, managing approximately $9.2 billion in assets. The firm uses a fundamental analysis approach with a long-term orientation, offering both discretionary and non-discretionary portfolio management and providing a range of advisory and ancillary services.

Erica Witmer is a financial advisor at Mainstay Capital Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Mainstay Capital Management since 2013. 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 that incorporates fundamental, technical, cyclical, quantitative, and qualitative analysis.

Catheryn Makela is a CFP® professional with 10 years of experience in the financial services industry. She has worked at Mainstay Capital Management, LLC since 2024 and previously held roles at LPL Financial and JP Morgan Chase Bank. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in assets, primarily serving individuals, retirees, and workplace retirement plan participants. The firm employs a tactical asset allocation approach and offers specialized management for workplace savings plans, including individual 401(k) accounts.

Thomas Baker is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previous work history with Lincoln Investment and Great American Advisors, Inc. In addition to his advisory role, he operates an independent insurance agency specializing in property, casualty, life insurance, and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through both discretionary and non-discretionary investment approaches.

Bartholomew Mackler is a financial advisor at Mainstay Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Raymond James Financial Services, and TD Ameritrade. 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, using a tactical asset allocation approach and providing specialized 401(k) portfolio management and comprehensive wealth management services.

Roy Sefton is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also operates Sefton Accounting Associates, providing accounting and tax preparation services. Outside of his advisory role, he serves as an officer and board member of the Saginaw Valley Torch Club, a nonprofit organization. Money Concepts Capital Corp is an enterprise-scale adviser managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse clientele, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary portfolio programs.

Kathryn Saylor is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds the Series 66 designation and has been with Fifth Third Securities since 2019, having also worked at Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Sheryl Stephens is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 49 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Stephens Wealth Management Group. She also has experience managing her own advisory and consulting firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines in-house asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Shanda Butcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to deliver personalized portfolio guidance, focusing primarily on non-discretionary assets across a large client base.

Kenneth Duetsch II is a CFP® and CFA® with seven years of industry experience. He is currently with Savant Wealth Management and previously worked at Grand Capital Advisors, LLC and Huntington Bank. Kenneth serves as board treasurer for the Mott Children's Health Center and is on the finance committee of the Boys and Girls Club of Great Flint. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house legal, accounting, and trust services.

Jill Carr is a CFP®-certified financial advisor with 10 years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services Advisors and Stephens Wealth Management Group. In addition to her advisory work, she owns a tax preparation business, Jill Carr LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using a proprietary “Focus List,” asset allocation modeling, and ongoing performance monitoring.

Adam Slosar is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Grand Blanc, MI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 15 years with Fifth Third Securities. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a network of portfolio managers and strategists.

Zachary Bauer is a financial advisor with Fifth Third Securities, Inc. in Flint, Michigan, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2017 and previously at PNC Bank for one year. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers the Passageway Managed Account Program, providing access to various portfolio management strategies via Fidelity’s Managed Account Xchange.

Stephen Schiestel is a CFA® charterholder with seven years of industry experience. He currently works at Savant Wealth Management and previously spent seven years at Grand Capital Advisors, LLC. Since 2014, he has also taught courses in security analysis, wealth management, and corporate finance at Michigan State University. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Jack Steele is a financial advisor with SPC in Flint, MI, holding a Series 66 designation and 23 years of industry experience. He previously worked at Axa Advisors, LLC for 16 years before joining Sigma Planning Corporation and Sigma Financial Corporation in 2017. Outside of his advisory role, he serves as a board member of the Wolverine Free Methodist Church in Wolverine, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.