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.

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.

Katrina Savage is a financial advisor with Redhawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with Redhawk Wealth Advisors since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and trust funding services. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation, with portfolios monitored by a weekly investment committee, and provides specialized services including multi-generational wealth planning and captive insurance company account management.

Alejandro Lebron is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Executive Wealth Management and INVEST Financial Corp. He is also the owner of Bridge Wealth Management, LLC. Creative Financial Designs serves individual and institutional clients with a range of investment management and financial planning services, utilizing both model portfolios and adviser-directed strategies. The firm employs an asset-class allocation approach informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing.

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.

Rosemary Robinson is a financial advisor at Creative Financial Designs, Inc. in Flint, MI, with 16 years of industry experience. She holds a Series 66 designation and has worked at Bridge Wealth Management and Gleaner Financial Corp, in addition to her longstanding roles at Creative Financial Designs and CFD Investments. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Tyler Amprim is a financial advisor at Procyon with a Series 65 credential and one year of industry experience. Prior to joining Procyon, he held roles in various sectors including education, food service, and retail. Tyler has also been involved with Ondo Bakery and Artist Endeavor. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, and institutional clients, managing approximately $9.2 billion in assets. The firm uses a fundamental analysis approach for custom portfolio construction, offering both discretionary and non-discretionary management, and distinguishes itself through private fund advisory services and integrated ancillary offerings such as in-house tax services and AI decision support tools.

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.

Deborah Joseph is a Series 65-licensed advisor at Redhawk Wealth Advisors, Inc. in Flint, MI, with five years of industry experience. She also serves as an insurance agent at Alliance Financial Group, focusing on life insurance, annuity sales, and Medicare supplement plans. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses strategic and tactical asset allocation across various investment vehicles and incorporates third-party signals in some strategies, maintaining final discretionary authority.

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.

Jesse Vanvalin is a financial advisor at Procyon with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, Oliver Lagore Vanvalin Investment Group, Inc., and AE Financial Services, LLC. Vanvalin is also a licensed insurance agent. Procyon serves individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisers, institutional clients, and private funds. The firm manages approximately $9.2 billion in assets, offering customized portfolios with a fundamental analysis approach and a range of advisory and portfolio management services, including roles as a private fund adviser and provider of ancillary services such as trust administration and in-house tax offerings.

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.

Donald Flenniken is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Clear Creek Financial Management since 2021 and previously held positions at Harvest Investment Services and ProEquities, Inc. In addition to his advisory work, he is an independent insurance agent and serves as chairman of the board and finance committee for Riverdale Baptist Church. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities with asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and offers a quantitative consulting arm that provides algorithmic research and implementation to other advisers.