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.

Ivan Rose is a Financial Consultant currently serving at Fidelity Investments since 2025. He has previously held financial consulting and advisory roles at Charles Schwab, Edward Jones, and Merrill Lynch, spanning from 2017 to 2025. Ivan emphasizes a team culture in his approach to servicing clients, advocating for collaborative environments to leverage collective knowledge and Fidelity's resources effectively. His professional experience covers a broad range of financial advisory and consulting roles, demonstrating a consistent focus on client service within the financial sector. Outside of his professional life, Ivan engages in family activities and enjoys football, golf, hiking, military service, and running.

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.

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.

Juliane Lee is a Certified Financial Planner® with 42 years of industry experience. She is currently with Capital Analysts and has been associated with Lincoln Investment since 2010. Outside of her advisory role, she serves as treasurer for a condominium association. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Anthony Picerni Jr. is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Group for 10 years before joining CX Institutional. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, technical, and cyclical analysis across various asset classes, and offers specialized strategy portfolios alongside more traditional investment options.

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.