Matthew Hart is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CG Advisory Services, Evangelista & Associates, and Geneos Wealth Management. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis approach with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Noah Morgan is a CFP® professional with 19 years of industry experience, currently serving at Acorn Wealth Advisors, LLC. His background includes roles at Purshe Kaplan Sterling Investments, Ameriprise, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns Ark Tax Service, a tax preparation and bookkeeping business where he is also an enrolled agent. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals and various institutional and tax-exempt clients. The firm uses a combination of in-house portfolio construction and third-party platforms, offering discretionary and non-discretionary asset management tailored to client goals and risk profiles.

Jared Ryan is a CFP® professional with one year of experience at Kaydan Wealth Management, Inc. Prior to joining Kaydan, he worked at Michigan State University and Fenton High School. Kaydan Wealth Management serves individual and high-net-worth clients with comprehensive wealth management, discretionary investment management, retirement planning, and workplace retirement-plan consulting. The firm’s investment approach emphasizes fundamental analysis and individualized portfolio construction, offering both modeled and customized strategies implemented on a discretionary basis.

Cynthia Lundberg is a financial advisor at Verde Capital Management, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Verde Capital since 2018, following two years at Merrill. Outside of her advisory role, she is involved with Millpond Bed and Breakfast, LLC, contributing to house maintenance and social media marketing, and serves as a representative for Sedera, assisting clients with medical cost sharing membership. Verde Capital Management serves individuals, trusts, estates, and various retirement and business plans, offering investment management, fiduciary services, and financial planning. The firm employs a combined fundamental and technical analysis approach, utilizing diversified assets and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars, tax-preparation, and financial coaching programs.

Marc Bergeron is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He has worked at Verde Capital Management since 2025 and previously at TFO Wealth Partners. Bergeron is licensed to offer life and disability insurance through a partnership with Policy Genius Pro. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm provides investment management, ERISA fiduciary services, and financial planning, utilizing both fundamental and technical analysis along with diversified fund menus and synthetic strategies to manage portfolios.

Kimberly Accurso is a financial advisor at Verde Capital Management, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo for eight years before joining Verde Capital Management. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses. The firm offers investment management, fiduciary services for qualified retirement plans, and financial planning, combining fundamental and technical analysis with diversified fund menus and the use of derivatives and synthetic strategies to manage portfolios.

Seyedeh Hajimirza is a financial advisor at Verde Capital Management, Inc. with a Series 65 credential and one year of industry experience. Her prior work history includes roles at Deloitte and Whole Foods. Verde Capital Management serves individuals, trusts and estates, retirement plans, and businesses, offering investment management, fiduciary services, and financial planning. The firm combines fundamental and technical analysis, employs diversified fund menus and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars and financial coaching programs.

Benjamin Oliver is a CFP® with 10 years of industry experience, currently serving as an advisor at Acorn Wealth Advisors, LLC since 2025. He previously worked at AE Financial Services, LLC and Oliver Lagore Vanvalin Investment Group, Inc., as well as Sigma Financial Corporation. Outside of his financial advisory role, Oliver is involved in farming activities as a partner at St. Anastasia Farms. Acorn Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including mutual funds, ETFs, individual equities, fixed income, and options strategies, while also offering third-party program access and multiple account platforms to accommodate diverse client needs.

Christopher Russell is a financial advisor at Acorn Wealth Advisors, LLC with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Acorn Wealth Advisors in 2014, he worked at Purshe Kaplan Sterling Investments from 2016 to 2018. Outside of his advisory role, Russell sells medical insurance products through Blue Cross of Michigan and Blue Care Network of Michigan. Acorn Wealth Advisors provides investment advisory and financial planning services to private clients and institutional entities, tailoring portfolios to client objectives using a range of investment strategies and third-party platforms. The firm offers both discretionary and non-discretionary asset management and employs multiple account platforms to address diverse client needs.

Riley Manwaring is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 65 credential with one year of industry experience. Prior to joining Verde Capital Management, Riley worked at Rocket Companies, Uber, Grubhub, DoorDash, and held various roles during his time as a student. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses with investment management and fiduciary services. The firm combines fundamental and technical analysis with diversified fund menus and employs derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Robert Puz is a financial advisor with Mainstay Capital Management, LLC, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Team One Credit Union, LPL Financial, SPC, and Sigma Financial Corporation. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services to individual investors, trusts, corporate accounts, and workplace-savings participants. The firm uses a tactical asset-allocation approach and discretionary portfolio management, emphasizing workplace savings plan management tailored to specific employer plan options.

Thomas Whited is a CFP® professional affiliated with Mainstay Capital Management, LLC, with 17 years of industry experience. His career includes roles at Mercer Global Advisors, Great Lakes Wealth, Scottrade, TD Ameritrade, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trust and corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach across various investment vehicles and emphasizes workplace savings plan management for specific employer plan populations.

Jeremiah Ludington is a financial advisor at Mainstay Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Mainstay since 2019, following four years at Zhang Financial LLC. Mainstay Capital Management is an independent, fee-only registered investment adviser managing approximately $4.52 billion in client assets. The firm serves individuals, retirees, and workplace retirement plan participants, offering tactical asset allocation and comprehensive wealth management including dedicated 401(k) portfolio management and financial planning through its Mainstay Compass program.

Paul Austin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC. He has prior experience at firms including Insight Wealth Strategies and Farther Finance Advisors. Outside of his advisory role, Austin tutors students preparing for the CFP exam through Breakthrough Exam Prep. Mainstay Capital Management provides wealth management and retirement-plan services for individual investors, trusts, corporations, and workplace savings participants. The firm employs discretionary portfolio management with a tactical asset-allocation strategy and emphasizes tailored 401(k) portfolio services for employer plan populations.

Michael Starkel is a CFA® charterholder and holds Series 65 and Series 66 licenses, currently serving as a financial advisor at Modera Wealth Management, LLC with two years of industry experience. His previous roles include positions at Mercer Global Advisors Inc., Parsec Financial Management, Inc., and Edward Jones. Prior to his advising career, Starkel worked for the West Bloomfield Fire Department for four years. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation strategies rooted in Modern Portfolio Theory with in-house accounting and tax capabilities, offering an integrated advisory model uncommon among peers.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

Gerald St. Cin is an investment advisor representative with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and AE Financial Services. Outside of advisory work, he serves as a registered official for the Michigan High School Athletic Association and is a board member of the St Louis Campground Association of the Church of God. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, employing a mix of discretionary and non-discretionary strategies using mutual funds, ETFs, individual equities, and fixed income based on fundamental analysis.

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® 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 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.