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.

Darwin Moore is a financial advisor at Financial Freedom House in Waterford, MI, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Freedom House since 2016. Outside of his advisory role, he owns and operates 4U, LLC, a transportation and handyman services business. Financial Freedom House provides investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, and qualified retirement plan sponsors. The firm uses Modern Portfolio Theory and strategic asset allocation with primarily passive investment vehicles, delivering advice on a fiduciary basis supported by ongoing financial plan modeling.

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 with Verde Capital Management, Inc. in Clarkston, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. She worked at Wells Fargo for eight years before joining Verde Capital Management in 2024. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach combines fundamental and technical analysis, employs diversified funds and synthetic strategies, and provides both discretionary and non-discretionary management alongside specialized services such as public educational seminars and multi-tiered financial coaching.

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 at Mainstay Capital Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Team One Credit Union, LPL Financial LLC, Spc, and Sigma Financial Corporation. He has been with Mainstay Capital Management since 2022. 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, focusing on tactical asset allocation and offering specialized 401(k) portfolio management alongside comprehensive wealth management and financial planning services.

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 held advisory roles at several firms including Insight Wealth Strategies and Farther Finance Advisors. Outside of his advisory work, Austin tutors students preparing for the CFP exam through Breakthrough Exam Prep. Mainstay Capital Management provides wealth management and retirement-plan services to individual investors, trusts, corporate accounts, and workplace savings participants. The firm utilizes discretionary portfolio management and a tactical asset-allocation approach, with a focus on workplace savings plan management and servicing banking or thrift institution clients.

Michael Starkel is a CFA® charterholder affiliated with Modera Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and previously worked at Parsec Financial Management, Inc. and Edward Jones. Prior to his financial advisory career, Starkel served four years with the West Bloomfield Fire Department. Modera Wealth Management, LLC offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation rooted in Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management.

Scott Brady is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC. His prior roles include working as an independent insurance agent and positions at Apogee Wealth Management and Capital Asset Advisory Services. Mainstay Capital Management 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. The firm employs a tactical asset allocation strategy and is noted for its focus on workplace savings plan management, including individual 401(k) services for employees and retirees of major employers.

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 15 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 Troy, MI. 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, employing a tactical asset allocation approach that incorporates various analytical methods to manage mutual funds, ETFs, and listed securities.

Katrina Savage is a financial advisor with RedHawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with RedHawk since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and living trust funding. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.

Kerry Bouchard is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Gradient Advisors in 2022, he worked at Simplicity Wealth, LLC and Horter Investment Management. He is also the owner of Milestone Retirement and Milestone Wealth Management 123, LLC, where he provides advisory and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

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.