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.

Kerry Bouchard is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Simplicity Wealth, LLC and Horter Investment Management. Bouchard is also the owner of Milestone Retirement, where he provides insurance services, and Milestone Wealth Management 123, LLC, offering advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

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.

Terry Bennett is a financial advisor at Mainstay Capital Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Oppenheimer & Co Inc, PRUCO Securities, LLC, and The Prudential Insurance Company of America. Bennett also spent time with Extended Travel and Advia Credit Union in 2020. 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, offering tactical asset allocation and comprehensive wealth management services, including specialized management of 401(k), 403(b), and 457 plans.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

Tyler Amprim is a financial advisor at Procyon with a Series 65 designation and one year of industry experience. Prior to joining Procyon, he held various roles including positions at Artist Endeavor, Ondo Bakery, and multiple engagements with Oakland Christian School. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and certain government clients. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary management using a mix of mutual funds, ETFs, individual equities, and fixed income based on fundamental analysis.

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.

Jesse Vanvalin is a financial advisor with Procyon, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Sigma Planning Corporation, AE Financial Services, and Oliver Lagore Vanvalin Investment Group. In addition to his advisory work, he is a licensed insurance agent. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio 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, focusing primarily on non-discretionary management through a combination of internal portfolio construction, access to independent managers, and AI-driven research tools.

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 two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisor's LLC. Outside of finance, he has experience working in lawn service and retail. 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, offering tactical asset allocation and comprehensive wealth management with a focus on workplace savings plan management.

Nicholas Lemp is a financial advisor at Mainstay Capital Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC and in various other roles including delivery driving for Shipt. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trusts, corporate accounts, and workplace-savings participants. The firm employs a tactical asset-allocation approach with discretionary portfolio management and emphasizes tailored 401(k) portfolio services for employer plan populations, particularly in banking and thrift institution clients.

William Berlin is a financial advisor at Mainstay Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TD Ameritrade Inc, Greystone Financial Group, J2 Capital Management, and Merrill. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trust and corporate accounts, and workplace-savings participants. The firm utilizes discretionary portfolio management with a tactical asset-allocation approach and emphasizes workplace savings plan management tailored to employer plan options.

Anthony Bagneschi is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC. His prior work includes roles at MDRN Capital, LLC, CG Advisory Services, SPC, PlanMember Securities Corporation, and EPI Advisors, LLC. He is also involved as an insurance agent with MDRN Insurance, LLC. Mainstay Capital Management provides wealth management and retirement-plan services to individual investors, trusts, corporations, and workplace-savings participants. The firm delivers discretionary portfolio management with a tactical asset-allocation approach and places particular emphasis on workplace savings plan management.

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.

Ryan Brummans is a financial advisor at Gibbs Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Compass Financial since 2015, where he is also involved in selling life insurance and fixed indexed annuities. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios, relying on third-party platforms and strategists for portfolio construction and management. The firm’s approach focuses on assessing client goals and risk tolerance to select suitable model portfolios rather than managing individual securities.

Anthony Shaieb is a CFP® professional with 20 years of experience in the financial industry. He currently serves as an advisor at Mainstay Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at JP Morgan Chase, J.P. Morgan Securities, Bank of America, and Merrill. 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 combined with discretionary portfolio management and integrates financial planning and educational workshops tailored to employer plan populations.