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.

Terry Hirsch is a financial advisor at CX Institutional, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TFG Advisers LLC and Tfg Advisors from 1996 to 2025. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across a range of asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

Steven Dolinski is a financial advisor with PKS Advisory Services, LLC in Auburn Hills, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Michigan Advisors, Inc. and Michigan Securities, Inc., in addition to work experience outside finance at Detroit Receiving Hospital and other healthcare organizations. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a range of strategies and third-party models to tailor portfolios based on client risk tolerance and time horizon.

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.

Rebecca Kindig is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently with CX Institutional, LLC and previously worked at Tfg Advisers LLC and Michigan Financial Companies. Rebecca also has experience at Graff Chevrolet and Central Michigan University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach across various asset classes and incorporates third-party technology to enhance reporting and tax efficiency.

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.

Laura Woloson is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2013. In addition to her advisory role, she serves as co-trustee of the Rieman Family Trusts, where she reviews and provides input on discretionary income requests. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and provides both discretionary and non-discretionary portfolio management.

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.

Jaime Eckels is a CFP® and Series 65 licensed financial advisor with 17 years of industry experience. She has been with Plante Moran Financial Advisors since 1999 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutional clients, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and frequently employs third-party managers and alternative investments.

Ryan Fedricks is a CFP® and CFA® with 13 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the firm since 2010. He is also a partner at Plante & Moran, PLLC, a role unrelated to investment advisory. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and often employs third-party managers and alternative investments.

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® with 20 years of industry experience, currently serving as a financial advisor at Mainstay Capital Management, LLC since 2022. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Mainstay Capital Management provides comprehensive wealth management and retirement-plan services for individual investors, trusts, corporate accounts, and workplace-savings participants. The firm emphasizes workplace savings plan management and delivers discretionary portfolio management using a tactical asset-allocation approach.

Matthew Moretuzzo is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Auburn Hills, MI. His prior work includes roles at Saginaw Township Water Department and Oakland University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

George Wells is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has held prior roles at Cirrus Capital, BLACK OAK CAPITAL, FAMILY 1ST FINANCIAL dba LEGACY OF AMERICA, and Versaille Capital Advisors. Outside of his advisory work, Wells owns and consults for ShiftMethods, a consulting and sales training business. Wealth Watch Advisors serves a diverse client base including individuals, institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios through third-party model managers and offers approved alternative private placements to eligible accredited investors.

Ronald Wiitala is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management, LLC. In addition to his advisory role, he is the owner of WITALA Financial Services and serves as an independent agent for National Gold Consultants. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a multi-team model and uses tactical, strategic, and dynamic investment approaches tailored to client goals and risk tolerance.